Let’s Get to Know Your Business

First, let’s cover the basics.

Tell me who you are, what you do, and how the business currently operates.

Business Name *

Legal business name, if different

First Name *

Last Name *

Your title or role *

Email Address *

Phone *

Business Location *

Apartment, suite, etc

City *

State/Province *

ZIP / Postal code *

Country

Website

Social Media Links/Profiles

Tell me about the business.

Don’t worry about making this sound polished. I’m more interested in how you naturally explain the business than in receiving a perfectly rehearsed elevator pitch.

In two or three sentences, how would you currently describe your business? *

What do you sell, offer, or provide? *

Who do you serve? *

What problem, need, or desire does your business address? *

Why did you start this business? *

What do you want the business to become over the next one to three years? *

What do people often misunderstand about what you do?

What do you want to be known for?

Why does this business exist beyond making a sale? *

What personal story, experience, or insight led to its creation?

What parts of your experience or story should customers know?

Are there parts of your story that should remain private or behind the scenes?

What values, beliefs, cultural influences, faith influences, or lived experiences shape the business?

What do you want people to feel when they encounter your brand? *

What do you want people to say after buying from you or working with you? *

Are there any topics, claims, words, or phrases you want us to avoid? *Include anything that feels inaccurate, overused, uncomfortable, too corporate, too casual, or simply unlike you.

What needs to happen now?

This section helps us distinguish the important work from the seventeen browser tabs all insisting they’re urgent.

What is your first priority for the next 90 days? *

What is your second priority for the next 90 days?

What is your third priority for the next 90 days?

What are your most important goals for the next 12 months?

What would make this project successful? *

What would make this project feel incomplete or disappointing? *

What is the most urgent thing that needs attention? *

What is the most important thing that needs clarification? *

Please describe any other goal(s)

If everything goes exceptionally well over the next three years, what does the business look like?You may include clients, revenue, working hours, team size, products, speaking, locations, lifestyle, or work you would like to stop doing.

What are your strongest sources of revenue right now?

Which offers, products, or services are currently most profitable?

Text

Are there seasonal dates, launches, events, holidays, or deadlines we need to plan around?YesNoNot sure

Who are you trying to reach?

Think about the people who are the best fit, not everyone who could technically buy something from you.

Who currently buys from you? *

Who currently follows, engages with, or pays attention to the business?

Who currently refers people to you?

Who do you most enjoy serving? *

Who tends to receive the greatest value or best results from your work? *

Who is not a good fit for your business? *

Describe your best-fit customer. *

What stage of life, business, or organizational growth are they in?

What do they care about most? *

What are they struggling with? *

What are they hoping for? *

What are they afraid of or worried about?

What usually motivates them to buy? *

What might make them hesitate? *

What do they need to believe before purchasing?

What words do they use to describe their problem, need, or desire? *

What professional or technical terms would they probably not use?

Is the buyer usually the same person as the person who receives the service, product, or benefit? *YesNoSometimesNot Applicable

Who usually makes the purchase? *

Who receives or benefits from the purchase?

What does the buyer care about most?

What does the recipient care about most?

What do you call your primary audience or customer group?

Who are they? *

What do they need most? *

Why do they buy? *

What belief, assumption, or fear may be holding them back?

What message is most likely to resonate with them?

Do you serve another meaningfully different audience?YesNoNot sure

Offers, Products, & Services

Tell me about your current offer(s), product(s), or service(s). Please start with the offers that are currently available or most important. You don’t need to document every small variation or idea currently living in a notebook.

Add another section for each additional offer you’d like us to review.

What do you want customers to buy first? *

What would you like customers to buy next or buy again?

Which offer should receive the most attention first? *

Which other offers should be priorities?

Why are these the priorities? *

Which offer is easiest to sell right now? *

Which offer is most aligned with your long-term vision? *

Which offer needs clearer messaging?

Which offer needs stronger visuals, packaging, or presentation?

Are there offers you want to retire, rename, combine, or delay?

Why should the right customer choose you?

What makes your business different from similar businesses? *

Why do customers choose you? *

What do you do especially well? *

What do customers compliment most?

What should your brand never be confused with? *

Who are your main competitors or alternatives? *

What do you appreciate about their brands or marketing?

What do you not want to copy? *

How should working with you feel different? *

What is practically different about your approach? *

What beliefs or principles guide the business?

Current Messaging

Do you currently have a tagline? *YesNoIn progress

Please paste your current tagline.

Do you currently have a mission statement? *YesNoIn progress

Please paste your mission statement.

Do you currently have a vision statement? *YesNoIn progress

Please paste your vision statement.

Do you currently have a brand promise? *YesNoIn progress

Please paste your brand promise.

Do you currently have an elevator pitch? *YesNoIn progress

Please paste your elevator pitch.

Do you currently have a brand guide, manifesto, or messaging document?YesNoIn progress

Please paste or provide a link to your brand guide.

Upload your brand guide

No file chosen

Brand Voice

Please attach your logo.

No file chosen

What visual styles should we avoid?

Are there symbols, images, colors, or design elements with special meaning?

Are there accessibility, cultural, religious, or representation considerations we should know?

What types of photography or imagery feel appropriate?

What should the visual identity never feel like?

Website & Marketing

What is happening in your marketing now?

Is website work part of this project? *YesPossiblyNoNot sure

What is your current website URL?

Which platform is the website built on?

Who currently has administrative access?

Do you own your domain?YesNoNot sure

Where is the domain registered or hosted?

Do you have access to the domain and DNS settings?YesNoNot sure

Do you have analytics installed?YesNoNot sure

Is an email signup connected to the website?YesNoNot sureNot applicable

Is e-commerce or payment processing connected?YesNoNot sureNot applicable

Do you have current privacy, terms, refund, tax, and shipping policies?YesNoNot sureNot applicable

How would you describe the current website?I don’t currently have a websiteUnder constructionLive but outdatedDifficult to updateGets traffic but doesn’t generate enough actionGenerally working but needs improvementI’m happy with itOther

Finish this sentence: “I wish my website…” *

What feels broken, outdated, incomplete, or unclear on the current site?

Please share up to three websites you find easy or enjoyable to use.

Marketing Channels

What topics or questions should your business be known for? *

What content or marketing has performed best?

What has not worked well?

What content feels most aligned with the brand? *

What content feels off-brand?

What content can you realistically create or approve each month? *

Email Marketing

Do you currently use an email marketing platform? *YesNoSetting up oneNot sure

Which email platform do you use?

Approximately how many subscribers do you have?

When was your last email sent?

What kinds of emails have performed best?

What do you want email marketing to help you accomplish?

Operations, Events and Partnerships

How does the work actually get done?

Who is responsible for delivering the product or service? *

How are inquiries, orders, or bookings currently processed? *

What are your normal delivery or project timelines? *

What are your refund, return, cancellation, or rescheduling policies?

Are there inventory, scheduling, production, or capacity limitations? *YesNoNot sure

Please describe those limitations.

Who handles customer service? *

What tools and systems do you currently use?

Which systems are working well, and which are causing problems?

Organizational Buyers

Do you currently sell, or want to sell, to organizations, companies, schools, churches, nonprofits, communities, or groups? *YesNoMaybe laterNot sure

What would they buy from you?

What problem are they trying to solve?

What budget range might they have?

What would make them trust you?

Events

Do you currently host events or plan to host events? *Yes, currentlyPlanning toNoNot sure

What events are currently planned?

What events have worked well in the past?

Who attends?

How do people register?

Partnerships

Who are your current partners or referral relationships?

Who are your dream partners?

What would make a partnership valuable and appropriate?

Who already has the trust of your ideal customer?

Assets, Budget, Team and Timeline

What do we already have to work with?

Please share a link to an organized folder containing the available assets

Which assets are approved and current? *

Which assets are outdated?

Which assets should not be used? *

Which assets still need to be created? *

Important Note:

Please don’t enter passwords in this form. We’ll arrange secure access separately after we determine what is actually needed.

Budget & Outside Expenses

Team & Approvals

Are other team members, vendors, or contractors involved in this project? *YesNoNot sure

Please list each person, their role, and their responsibility

Who makes final decisions? *

Who will provide feedback? *

How many people will provide feedback? *

Are there deadlines, launches, events, or outside commitments we must work around?YesNoNot sure

Please list each date and explain why it matters.

Brands & Competitors

Please share up to three brands or businesses you admire and explain what you like about them.

What elements from those brands would you not want to copy?

Please share your two or three closest competitors or alternatives. *

What elements from those brands would you not want to copy?

What appears to be working well for them?

Where do you want your business to be clearly different? *

Priorities, Working Style and Final Alignment

Let’s make sure we’re aligned.

What is absolutely required for this project? *

What would be helpful if time and budget allow?

What should we intentionally not focus on yet? *

Working Style

Who approves copy, design, website work, and final decisions? *

What is the best way to get a quick answer from you? *

What days or times are generally best for meetings? *

Final Alignment

What are you most excited about? *

What are you nervous or concerned about? *

What feels unclear right now? *

What have you tried before that didn't work?

What do you already know you do not want? *

What would make this feel like a strong investment? *

What would make you proud to share the finished work?

What do you want customers to FEEL BEFORE they buy? *

What do you want customers to FEEL AFTER they buy? *

What is the one thing you do not want me to miss? *

Is there anything else you want me to know?

Consent *I understand that the information I submit will be used by Olive & Lumen to evaluate, plan, and complete the work related to my engagement. I confirm that I have not included passwords, payment-card information, medical information, or other sensitive credentials in this form.

Save My Progress and Finish Later

Let’s Get to Know Your Business

YOUR BUSINESS | YOUR GOALS | WHAT COMES NEXT

Client Discovery Form

Let’s get clear on your business, your goals, and what comes next.

Marketing Wisdom for Business Owners Who'd Rather be running
their business.

One thoughtful email each week with practical marketing ideas, messaging tips, and real-world strategies to help you attract more of the right customers. No fluff. No hype. Just useful ideas you can actually put to work.

Helping Good Businesses Become Impossible to Ignore.

Start Here

Work Together

Explore

oliveandlumen

Let’s Get to Know Your Business

YOUR BUSINESS | YOUR GOALS | WHAT COMES NEXT

Client Discovery Form

Let’s get clear on your business, your goals, and what comes next.

Marketing Wisdom for Business Owners Who'd Rather be running their business.

One thoughtful email each week with practical marketing ideas, messaging tips, and real-world strategies to help you attract more of the right customers. No fluff. No hype. Just useful ideas you can actually put to work.

Helping Good Businesses Become Impossible to Ignore.

Start Here

Work Together

Explore

oliveandlumen

Marketing Wisdom for Business Owners Who'd Rather be running
their business.