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Client Survey
Step
1
of
5
20%
Goals & Objectives:
What are the biggest challenges facing your firm’s reputation today?
What are common misperceptions around your brand?
How do these misperceptions impact business goals?
Who are your top competitors/peers?
What distinguishes you from your peers? Are you recognized for that distinction?
What is senior leadership’s long-term vision for your company?
WHAT WERE THE BIGGEST MARKETING/COMMS WINS IN THE LAST 24 MONTHS?
What criteria will you use to measure success on social media? What are you currently doing to reach these goals? What’s working / isn’t?
Audiences:
PROVIDE A HIERARCHAL LIST OF YOUR TARGET AUDIENCES
What efforts are underway currently to engage these audiences across the firm?
Please include all marketing/communications and/or sales efforts in place.
WHAT CONTENT/KEY MESSAGES DO YOU THINK IS MOST VALUABLE TO EACH OF THESE AUDIENCES?
What CRM data do you have in correlation with these audiences?
Unique Differentiators:
What is unique about your firm’s approach compared to your peers?
What defines your operational expertise?
How is your culture unique? What does this mean for one’s career?
What is an example of a quintessential client?
Sources of Content:
What’s your compliance approval process for communications today?
What is your press strategy? What are senior leaders’ expectations?
How do you currently staff events, media and speaking engagements?
What is the general sequence for recruiting communications?
Do you provide clients any macro-economic commentary?
To help the team better understand your brand and communication strategy, please attach any of the following materials here
Quarterly/Annual Letters
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Overview Materials, Pitch Decks
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Market commentary or research
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Noteworthy press mentions / media appearances from 2019 or 2020
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Recruiting materials
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Case studies
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Comms plans/priorities
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Videos/webcasts
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Newsletters (internal or client-facing)
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Boilerplate/press release template
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One-pagers
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Any other marketing materials that you think may be applicable
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Add a CRM file here
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