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Questions To Ask Clients

(Before, During, and After the Project)

By: Dan McDermott and Neville Medhora of Copywriting Course

https://copywritingcourse.com/client-questionnaire/

BEFORE The Project Questions:

“Tell me about your business”

“Tell me about who you serve and how you help them. What is your target customer
profile?”

“Is your Monthly Recurring Revenue between $X and $Y?”

“Tell me about your problem”

“What’s your goal for this project? Why is hiring a copywriter the best way to
accomplish this goal?”

“How is this issue affecting your business?”

“What’s it costing you right now? What will it cost you if you don’t address it?”

“Let’s create boundaries and set expectations”

“Ideally, what would the best outcome look like?”

“How are you measuring success?”

“What effect will it have on your users?”

“How will they feel about your brand?”

“In order to do this, I’ll need X, Y, Z – sound good?” (ask for the tools you need to
deliver, like access to analytics and chat logs, interviews with the sales team and
buyers, etc)

“Have you budgeted at least $X for this project?”

DURING The Project Questions:

“Let’s set clear goals, milestones, and roles”

“What are the key metrics we’re going to use to measure success? I suggest metrics
A, B, and C.”

“In order to keep things streamlined, I need one clear point of contact with your
business. Who is my point person?”
“I like to deliver weekly updates and I prefer to communicate via ____. Is this
comfortable for you? Let’s make sure our communication is rock solid before we get
started.”

“Let’s look at who your audience is and how they behave”

“What’s your Target Customer Profile? What is this based on?”

“Where do you rank vs your competition for specific keywords?”

“How is your marketing and content strategy performing? What are the strongest and
weakest points (with numbers)?”

“What are your strongest and weakest social posts, by engagement?”

“Let’s get in your buyers’ heads”

“Take each point from the Quantitative Research section and ask “WHY?””
(interviewing buyers)

“How do you use (client’s) product? How did you first come across it?”

“What’s the biggest effect this product has on your life / your business?”

“If this product disappeared tomorrow, how would it affect you?”

“Hi (point person), I just wanted to check in and give you an update. We’re X weeks in,
and we’ve completed A, B, C. Next up is D. Any questions from your end so far?”
AFTER The Project Questions:
Measuring value

“Before starting, we outlined a few measures of success – how do they look?”

“How’s the solution working out for your customers / users / employees? What sort of
feedback are you getting?”

Testimonials

“Hi ___, I’m glad we got the chance to work together and achieve (specific result).
Would you be willing to write or record a brief testimonial for my site?”

“Hi ___. I’m glad to hear the project had such a positive impact and I’d love to use it as
a case study for my audience. Could we set up a brief chat to dive a little deeper into
what we did and what happened?”

Following up for future work

“Hi ___, it’s been a while! How’s the project holding up? Are you still seeing positive
results? I was thinking about (the project) and I’ve got a few suggestions as to how you
can leverage (the results) into even more value...”
(suggest a couple of logical “next steps”, like a case study, an updated content
strategy, an ad campaign, etc)

“Hi ___, it’s been X months since we wrapped up the last project. I’m just reaching out
to see if you’d like to apply what we did to another part of your business or address an
entirely separate issue.”

Original Material From:

https://copywritingcourse.com/client-questionnaire/