Content Clarity Discovery Questionnaire Name * First Name Last Name Business name * Email * 1. Business background * What services/products do you offer in the financial sector? How long have you been in business? What compliance requirements impact your marketing communications? 2. Current marketing landscape * Which platforms are you currently using for your marketing? (LinkedIn, Facebook, Website, etc.) * How frequently do you post content on each platform? * What metrics do you currently track for your marketing efforts? 3. Goals and challenges * What are your top 3 business goals for the next 6-12 months? * What specific marketing challenges are you facing right now? * What would success look like for you after implementing the Content Clarity Roadmap? 4. Audience and Positioning * Who is your ideal client? (Please be as specific as possible) * What makes your financial services offering unique in the market? * How do you currently articulate your value proposition? 5. Content process * How do you currently plan your content? * What resources (time, team, tools) do you have for content creation? * What compliance review process do you follow for content? 6. Results and expectations * What has been your most successful content to date? * What specific results are you hoping to achieve through this audit? * How soon are you looking to implement changes to your content strategy? Thank you!You’re one step closer to getting the clarity, insights and strategy you need to create connect that converts for your business.
