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New Client Business Profile

Welcome to QBR! This Business Profile worksheet is designed to help us learn critical information about your values, goals and priorities. In doing so, we can ensure any work we do or suggestions we make are in-line with what you and your business are trying to accomplish. We are looking forward to getting to know you more!

Step 1 of 3 – Social Accounts

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  • Note: we prioritize your account security and privacy by using LastPass to manage access and absolutely do not share your credentials externally.
  • Explain what your organization does in 150 characters or less. Make it short, sweet and to the point! Think about it like you are talking to a 12-year-old who doesn’t understand industry lingo.
  • Increase awareness? Provide customer service? Increase revenue? Decrease costs? What are the goals for your business?
  • Is your support top-notch? Do you have glowing testimonials? What is the “rock” in your business?
  • Why do your customers work with you? Are you dealing with a B2B client or a B2C client? Who are your top 5 customers? How did you acquire them? What is the length of your sales cycle?
  • Are your customers in state, out of state, international, nomadic?
  • Who else is in this industry? Are you competing locally or nationally? What do your competitors do better or what would you like to meet or beat them at?
  • Every business has something that they can give away. It could be information, service or product. Is there some content that you can give away on a regular basis that will build loyalty and trust? Can you afford to give away free dessert, coffee, beer, gift certificate to Office Depot…or how about a trip to Italy?
  • This is one of the most important, yet often overlooked questions. What type of personality do you want to shine through in your posts, website copy, etc.? This is usually a combination of a few. For instance, some companies might choose silly and inspirational, others might be political and inquisitive, and some might be dry and informational. What makes you, “you”?
  • Do you have a color palette we can work off of? Certain fonts you use? Things to avoid?
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