Digital Marketing Needs Assessment

Client Questionnaire — Digi Human Capital

Purpose: to establish your current marketing status and identify what is required to generate more leads for your business.

1. Company & Contact Information

1. Company name and industry: *

2. Contact person, role, email, phone: *

3. Company website URL (if any):

4. How many years has the business been operating?

2. Current Marketing Status

5. What marketing activities are you currently doing (e.g. social media, ads, referrals, cold calling, events)?

6. Who currently manages your marketing — in-house staff, freelancer, agency, or owner/founder?

7. What is your current monthly lead volume (roughly how many leads per month)?

8. What percentage of leads currently convert into paying customers?

9. What marketing channels have worked best for you so far, and why?

10. What marketing channels have you tried that did NOT work?

3. Target Audience & Market

11. Who is your ideal customer (industry, company size, role/title, location)?

12. What problem does your product/service solve for them?

13. What is the typical decision-making process for your customer (who approves, how long does it take)?

14. Do you serve a specific geographic market, or is it broader (e.g. Singapore only, ASEAN, global)?

4. Digital Presence Audit

15. Do you have a website? If yes, when was it last updated?

16. Is the website mobile-friendly and does it have a clear call-to-action (e.g. contact form, booking, quote request)?

17. Which social media platforms are you active on, and how often do you post?

18. Are you currently running any paid ads (Google, Facebook, Instagram, LinkedIn, TikTok)? If yes, what is the monthly spend?

19. Do you track website traffic or ad performance (e.g. Google Analytics, Meta Ads Manager)? If yes, what do the numbers show?

20. Do you have an email list or CRM system for leads and customers?

5. Content & Branding

21. Do you have brand guidelines (logo, colours, tone of voice)?

22. Do you have existing marketing materials (brochures, videos, photos, case studies, testimonials)?

23. How would you describe your brand's current positioning compared to competitors (e.g. premium, budget, most reliable)?

6. Budget & Resources

24. What is your monthly or annual budget allocated for digital marketing?

25. Are you open to outsourcing marketing execution fully, or do you want a hybrid (in-house + outsourced) approach?

26. What internal resources can support this (e.g. staff time, existing content, product photos)?

7. Lead Generation Goals & Objectives

27. What is your target number of new leads per month going forward?

28. What is your target cost per lead or cost per acquisition, if you have one in mind?

29. Are you looking for a specific type of lead (e.g. high-volume/low-value, or low-volume/high-value B2B deals)?

30. What is the primary business objective behind this — revenue growth, market expansion, brand awareness, or something else?

8. Challenges & Pain Points

31. What is the single biggest obstacle currently preventing you from getting more leads?

32. Have you worked with a marketing agency or freelancer before? What worked or did not work about that experience?

33. Is there anything about your industry that makes marketing more difficult (e.g. long sales cycles, regulation, niche audience)?

9. Competitive Landscape

34. Who are your top 2-3 competitors?

35. What are they doing in digital marketing that you admire or want to match?

36. What do you believe sets you apart from them?

10. Success Metrics & Timeline

37. How will you measure success from this engagement (e.g. number of leads, revenue, website traffic, brand visibility)?

38. What is your expected timeline to see results (e.g. 3 months, 6 months, 12 months)?

39. Is there a specific date, launch, or event this needs to align with?

Completed by:

Date:

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