Introductions (3-5 mins)
- Introduce team members to clients, tell them about call agenda and their respective roles in the collaboration.
- Give insights into each person’s background and expertise.
- The goal is to build rapport with the client and for them to get to know the team who’s working on the project.
Understanding the client’s business (10-20 mins)
- What’s the client’s company background and history?
- What are the products and services they sell?
- What are the best selling products?
- Why is it a best selling product?
- What are the USP and price point?
- What specific problem and call agenda is the product solving?
Customer insights (5-10 mins)
- Who are their customers/target audience?
- Demographic, job, income level, lifestyle, hobbies, social groups they belong to, product awareness.
- Did they create a customer persona?
- What is the Average Order Value?
- How do the customers find out about the client’s product?
Goals and Challenges (10-15mins)
- Have the client explain in detail what goals they are working towards and why that is important.
- What marketing efforts have they tried thus far? What were the results?
- What’s the biggest obstacle to reaching that goal?
Budget (5-10 mins)
- How much have they been spending on current marketing initiatives?
- What is the customer acquisition cost?
- Other relevant metrics if available: CPM, CTR, sales conversion rate
- How much (per month) can they allocate for the current project?
Next Steps and action plan
- Set up a strategy/proposal call.
- Who are the main stakeholders that should be involved?
- Who is the main PIC to contact?
- Propose a project timeline
- Remind clients to provide access to key platforms: Website, Facebook Business Manager, GA, GTM etc.
