Impact Strategy Launchpad Questionnaire

Welcome!

I'm excited to work with you on enhancing your digital presence. This questionnaire is designed to gather key insights into your brand, goals, and current digital marketing efforts across social media, email, and your website.

Your responses will help guide the Impact Strategy Launchpad Report, providing tailored recommendations that align with your brand and resonate with your audience. Don’t worry if you don’t have answers to everything—just fill in what you can, and we can discuss the rest in our follow-up.

Thank you for your time! I look forward to collaborating on strategies that will elevate your digital presence.

First name

Last name

Organization name

Organization Overview

How would you describe your organization’s work in a 30-second elevator pitch?

Describe your current marketing efforts, including the channels and platforms you use (e.g., social media, email, website, mailings, advertising, events). How often do you use each one?

Marketing Goals & Challenges

What are your main goals for marketing over the next 12 months?

Roughly how many new patients would you need to reach those goals? (Feel free to estimate—this helps us better align your marketing strategy with your growth targets.)

What are your current strengths and challenges when it comes to marketing?

How do you currently measure success?

Audit Preferences

To provide the most helpful audit, let’s review the platforms you’re using.

Social Media

Please share your social media handles for each of the following platforms. (Leave blank if not applicable.)

Facebook

Instagram

Twitter/X

Other

Would you like me to:

Conduct a public-facing review (analyzing post content and messaging as visible to the public)?

Review content and analytics (evaluating post performance, audience engagement, and what your audience responds to)? This option requires you to add me temporarily to the back end of your accounts so I can view your analytics.

If you haven’t been posting consistently, a public-facing review is usually the best place to start. Public-facing reviews are ideal if you’re focused on refining your brand messaging and ensuring consistency across platforms. On the other hand, if you’ve been posting regularly and want to adjust your strategy based on audience behavior, engagement trends, and performance data, an analytics-based review may be the better fit.

Email Marketing

Do you currently use email marketing? If so:

How do you use it? (e.g., newsletters, campaigns, automated sequences)

What platform do you use?

Would you like me to:

Conduct a public-facing review (where you forward past emails for messaging review)?

Analyze email insights/analytics (to evaluate performance and audience engagement)? This option requires you to temporarily add me to the backend of your account so I can view your analytics.

Website

What is your website URL?

Do you feel your website represents your organization well?

Are there specific pain points or features you’d like to improve?

Would you like me to:

Conduct a public-facing review (evaluate design, navigation, and messaging)?

Review analytics/insights (assess visitor behavior, conversions, and other performance metrics)? This option requires you to add me to the backend of your account so I can review your analytics.

Other Materials

Are there any other platforms, channels, or materials (including print) you’d like me to review as part of your marketing efforts?

Additional Information

Is there anything else I should know about your marketing efforts, challenges, or goals?

Thank you for taking the time to complete this questionnaire. Your responses will help us create a customized roadmap to focus on your most impactful marketing efforts moving forward.