VIP Intensive Questionnaire

Welcome to the VIP Intensive! This questionnaire is designed to give us a clear picture of your organization and marketing efforts. The information you provide will help us dive straight into developing a tailored strategy to achieve your goals. Let’s get started!

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 to market and fundraise (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? (e.g., increasing donations, growing event attendance, raising awareness, recruiting volunteers, etc.)

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)?

Public-facing reviews are ideal if you’re focused on brand messaging and consistency across platforms. Analytics reviews are better if you want to adjust your strategy based on audience behavior and engagement trends.

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)?

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)?

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 lay the groundwork for our first meeting and help us create a customized roadmap to focus on your most impactful marketing efforts moving forward.