crm-lead-management

What is the USP of your business?

(Select all that apply)

1. Product / Service

High-quality products/servicesWide range of offeringsCustomized / tailored solutionsInnovative or unique product/serviceIndustry-specific expertiseNone of the AboveAll of the Above

2. Pricing

Competitive pricingBest value for moneyTransparent pricingFlexible pricing / packages

3. Customer Experience

Excellent customer supportQuick response timeFast turnaround / deliveryLong-term customer relationships

4. Trust & Credibility

Established brandYears of industry experienceCertified professionalsStrong client testimonials / reviews

5. Convenience

Easy online processMultiple payment optionsPan-India / global availabilityDoorstep / on-site service

6. Differentiators

Whom do you feel are your online competitors?

Target Audience

1. Gender

MaleFemaleBothOther / Prefer not to say

2. Age Group

Below 1818 – 2425 – 3435 – 4445 – 5455 – 6060+

3. Target Location

What is your ideal customer into?

(Habits, Hobbies & Preferences)

1. Habits

Online shoppingSocial media browsingFrequent mobile usagePrice comparison before purchaseBrand-consciousResearch-oriented buyerImpulse buyerNone of the Above

2. Hobbies & Interests

Fitness & WellnessTravel & AdventureTechnology & GadgetsFashion & LifestyleFood & DiningEntertainment & StreamingReading & LearningGamingNone of the Above

3. Preferences

Premium brandsBudget-friendly optionsDiscounts & offersQuality & durabilityConvenience & quick deliveryPersonalized experiencesEco-friendly / sustainable productsNone of the Above

SEO

1. What are your expectations from SEO?

2. Any preference on the number of keywords to be targeted?

5 – 10 keywords10 – 20 keywords20 – 30 keywords30 – 50 keywords50+ keywordsDepends on budget & competitionNo specific preference (agency recommendation)

3. What is your projected monthly budget for SEO?

Less than ₹10,000₹10,000 – ₹25,000₹25,000 – ₹50,000₹50,000 – ₹1,00,000₹1,00,000+Not decided yetOpen to recommendation

Your In-House Team Status

1. Do you have an in-house IT / Development team?

Yes – Full-time teamYes – Part-time teamYes – Single resourceNo – Outsourced / FreelancersNo – Need support from agency

2. Do you have an in-house content writing team?

Yes – Full-time writersYes – Part-time writersYes – Single content resourceNo – Outsourced / FreelancersNo – Need support from agency

Digital Assets Credentials (Can be provided later after finalization)

1. Website Access (FTP / cPanel)

Yes – Full-time writersYes – Part-time writersYes – Single content resourceNo – Outsourced / FreelancersNo – Need support from agency

2. Google Analytics Access

Admin access availableEdit access availableView-only access availableGA4 already set upAnalytics not set upAccess will be provided laterManaged by third-party vendor

3. Google Search Console Access

Owner access availableFull user access availableRestricted access availableSearch Console already set upSearch Console not set upAccess will be provided laterManaged by third-party vendor

1. Tell us briefly about your business and the products/services you offer

(Select all that apply)

Products/services you offer:

2. What are your main goals for social media?

(Select all that apply)

3. Who is your target audience?

(Select all that apply)

1. Age

Below 1818 – 2425 – 3435 – 4445 – 5455+

2. Location

Local (City-specific)State-wideMetro citiesPAN IndiaInternational

3. Interests

ShoppingTechnologyFitness & wellnessFashion & lifestyleEducationTravelFood & hospitalityBusiness / entrepreneurship

4. Which social media platforms are you currently active on?

(Select all that apply)

InstagramFacebookLinkedInYouTubeX (Twitter)PinterestSnapchatNot active on any platform yet

6. What type of content do you prefer?

Reels / Short videosStatic postsCarousel postsStoriesTestimonials / ReviewsEducational / Informative contentPromotional contentBehind-the-scenesInfluencer content

8. Who do you consider your top 2–3 competitors?

9. Do you have brand guidelines, product photos, or videos available?

Brand guidelines availableLogo & brand assets availableProduct photos availableProduct videos availableProfessional creatives availableNeed help creating assets

10. What is your expected monthly marketing budget and timeline to start?

Monthly Budget

Less than ₹15,000₹15,000 – ₹30,000₹30,000 – ₹60,000₹60,000 – ₹1,00,000₹1,00,000+

Timeline

ImmediateWithin 1–2 weeksWithin 1 monthJust exploring

Business Overview

(Select all that apply)

1. Brief Description of Your Business

Education / TrainingCoaching / MentorshipCertification-basedSkill developmentPersonal brandInstitution / Academy

Industry / Niche

Course Details?

Course Format

Course Duration

Course Price

What Makes This Course Unique?

Is the Course Ready?

Course Hosting Platform

Target Audience

Ideal Customer Profile

1. Age

2. Profession

3. Location

4. Interests

5. Skill Level

6. Main Problem Your Course Solves

7. Have You Sold to This Audience Before?

YesNo

Current Online Presence

1. Platforms Used

InstagramFacebookLinkedInYouTubeX (Twitter)Telegram / WhatsApp Community

2. Approx. Followers

Below 1K1K – 5K5K – 10K10K – 50K50K+

3. Past Marketing / Ads Experience

Organic onlyPaid ads run beforeBoth organic & paidNo prior experience

Marketing Goals

(Select all that apply)

1. Primary Goal

Lead generationCourse salesBrand awarenessAudience growthCommunity building

2. Expected Results in 3 Months

LeadsSalesFollowers growthEngagement improvement

3. Sales Funnel / Landing Page

Yes – fully readyPartially readyNo – need assistance

Budget & Advertising

1. Monthly Marketing Budget

Below ₹20,000₹20,000 – ₹40,000₹40,000 – ₹75,000₹75,000+

2. Separate Ad Budget

YesNo

3. Preferred Ad Platforms

Instagram / Facebook AdsGoogle AdsYouTube AdsLinkedIn Ads

Content & Brand Style

1. Content You Can Provide

VideosReelsTestimonialsCourse clipsImagesCase studies

2. Comfortable Appearing on Camera?

YesNoOccasionally

3. Preferred Brand Tone

ProfessionalFriendlyInspirationalEducationalPremium

Competitors & References

1. Competitors / Similar Course Creators

2. Accounts for Inspiration

Timeline & Expectations

1. Campaign Start Date

ImmediateWithin 2 weeksWithin 1 month

2. Engagement Duration

1–3 months3–6 monthsLong-term

3. Success Metrics

LeadsSalesROASBrand visibilityCommunity growth

Additional Information

Additional Information