Start Here

Marketing is simply how you let the right people know you exist and why they should choose you — your website, Google listing, social posts, emails, ads, and anything else that brings in business.

Tell us what you do today (or do not do yet). We will also look at your business from the outside. You will get a 90-day plan with one simple, measurable goal you can hit if you follow the steps — for example, five new email signups or a few more phone calls. You do the work; we design the plan. No jargon required; honest guesses are fine.

Plan for 45–60 minutes. You can save and come back anytime.

Your Business

Who you are and how to reach you. There are no trick questions — if you are not sure about something later in the form, skip it or guess.

Your legal or public business name — the one customers would search for.
We will send your confirmation and next steps here.
Best number if we have a quick question while reviewing your answers.
Anyone else who helps decide marketing or should see the questionnaire results.
Imagine explaining your business to a neighbor in 30 seconds. What do you offer, who needs it, and should they call, book, visit, or buy online?
Rough number is fine — helps us understand how established you are.
Only if there is somewhere important besides your website or social profiles.

Your 90-Day Win

We will build your plan around one number you can actually move in 90 days — new calls, email signups, bookings, etc. You do not need exact data; your best guess helps us pick a realistic target.

Leads = new people asking about your service. Bookings = scheduled appointments. Email subs = people on your mailing list. Traffic = website visitors. Engagement = likes, comments, video views, email opens. Reviews = new Google or online reviews.
Your rough average right now — we use it as a starting point, not a judgment.
Spreadsheet, software, or gut feel — whatever you use today. "We do not track it" is a valid answer.
Be specific. Numbers make it easier for us to design a plan you can actually follow.
Helps us avoid repeating what already failed and build on what worked even a little.

Who You Serve

Your best customers — who they are and what makes them reach out. Skip anything you are unsure about; guesses are fine.

Think about real people who paid you and were glad they did — not a generic "everyone."
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Slide to show approximate ages. Optional — skip if your customers are all ages or businesses.
Who do you mainly sell to? *B2B = you sell to companies. B2C = you sell to everyday people.
Where are most of your customers located? *Helps us understand whether you need local map visibility or broader reach.
Only if you mainly serve a geographic area — e.g. "Portland metro" or "Tri-Counties."
The real-world trigger — not your mission statement. What pain or deadline pushes them to act now?
What usually causes someone to buy (most often)?Pick the most common reason people actually open their wallet.
What do customers care about most when choosing?What do they compare you on — cheapest, best, fastest, most trusted?

Brand & Positioning

How you describe your business and what makes you different. Brand is the impression people have of you — not a logo contest. Skip anything you do not have; that still helps us.

A short statement of why your business exists and who you serve. Many small businesses do not have one — that is OK.
Where you want the business to be in the future. Optional.
Which value best describes your company?If you had to pick one word that guides how you operate.
How do you want people to think of you?The personality you want your business to project.
What is actually different about how you deliver or what you specialize in?
Example: "People think we are the cheapest option" or "They assume we only do residential."
Not a test — most small businesses have never named this. Pick what sounds like you on a good day.
Phrases that would feel wrong if a customer saw them on your website or in an ad.
Reputation in their words — what a friend might tell someone asking about you.

Visual Brand

Your logo, colors, and photos shape first impressions. Answer the question below — if you are not sure about design terms, pick the closest fit.

Do you have a logo or a consistent look for your business? *Logo, colors, fonts, and photos — the visual impression people get from your truck, website, or social profiles. Choose Yes if you use styled materials today (even if they do not all match). Choose Not yet if you want to look more professional. Choose Not interested to skip.
Do you have a professional logo?A logo is the symbol or wordmark people recognize as your business — on your truck, website, and invoices.
Do you have brand rules (colors, fonts, logo usage)?A style guide is a short document that says which colors, fonts, and logo versions to use.
What kind of photos and images do you use?Stock photos are generic images bought online — fine for some businesses, not ideal for others.
Does your look match everywhere (website, social, print)?Do your colors, logo, and photo style look like the same business on every channel?
Example: "Navy and gold, clean and professional" or "Bright, playful, lots of team photos."

Website

Your website is where many people decide whether to trust you. These questions help us understand yours — polished, outdated, or still on your to-do list. No technical quiz required.

Do you have a business website today? *Many people check your website before they call or buy. A few honest answers help us see what is working and what might be holding you back. Choose Yes if you have a live site (even if it needs work). Choose Not yet if you want guidance on whether a site makes sense. Choose Not interested to skip this section.
Your website
https://yourbusiness.com — leave blank only if you do not have a site.
Your Google map listing with reviews and hours. Skip if you are not a local business.
The tool or platform your site runs on.
Who adds pages, fixes typos, or posts new content when something needs to change?
Visitor tracking counts how many people come to your site and what they do. Many businesses are not sure — that is useful to know.
Can you see when a visitor does something valuable — submits a form, clicks call, completes checkout?
Optional details that would help us look in the right place.
SEO means getting found on Google without paying for ads. Search Console is Google's tool for this.
What would you fix first if you had a magic wand?

Social Media

Social media is where many businesses build trust between sales calls. Help us understand how you show up today — even if that means posting rarely or not at all.

Do you post on social media for your business? *Facebook, Instagram, LinkedIn, and similar apps — anywhere you show up with posts, photos, or videos. Choose Yes if you post today (even inconsistently). Choose Not yet if you are curious where to start. Choose Not interested to skip.
Your social profiles
Example: https://instagram.com/yourbusiness or @yourbusiness
Which social apps do you post on? (check all)Where you actually have a business profile and post (or intend to post).
A ballpark is fine — we use it to gauge reach, not to judge you.
Honest answer is fine — many businesses post less than they think they should.
Think about posts that got comments, shares, DMs, or calls — even a few.
Helps us see whether a plan needs to fit your schedule, your team, or an outside helper.
Besides social, do you also reach customers through:Check anything else you actively use to get in front of customers.

Email Marketing

Email is still one of the most reliable ways to stay in touch with people who already know you. A few questions about your list and how you use it.

Do you send emails to a list of customers or subscribers? *Newsletters, promotions, or automated emails to people who gave you permission to contact them. Choose Yes if you email a list today. Choose Not yet if you want to start or grow a list. Choose Not interested to skip.
Your email marketing
A signup page, newsletter form, or guide download page. Skip if you do not collect emails online.
The app or website where you build and send emails to your list.
People who gave you permission to email them — not every contact in your phone.
Newsletters, promotions, automated welcome sequences — all count.
Rough numbers are fine. Example: "20% open rate, 2–3 inquiries per newsletter."

Blog & Articles

Longer articles on your website — tips, guides, news, or stories — are separate from quick social posts. Tell us if you publish them and how that is going.

Do you publish blog posts or articles on your website? *Longer written content — tips, guides, news, or stories on your site (not quick social posts). Choose Yes if you publish articles today or did recently. Choose Not yet if you wonder whether blogging is worth it. Choose Not interested to skip.
Your blog or articles
https://yourbusiness.com/blog — skip if articles live on your homepage or you do not have a blog section.
Blog posts, guides, or news articles on your site — not social media posts.
Pick the outcome you care about most — even if the blog is not delivering it yet.
Who actually drafts and publishes articles today?
Even one example helps us see what resonates with your audience.

Paid Advertising

Paid ads can work well or burn money fast. Help us understand what you are running today — or what you tried before — so we can give honest guidance.

Do you pay for online advertising? *Sponsored posts, Google ads, or paying platforms to show your business to more people. Choose Yes if you run paid ads now or did in the last year. Choose Not yet if you want to know whether ads could work for you. Choose Not interested to skip.
Facebook and Google publish libraries of active ads. Paste a link if you run ads so we can review them from the outside.
Google ads show at the top of search results. Meta means Facebook and Instagram.
Ballpark spend and results — even "wasted money, not sure why" is useful.

Marketing Materials

Brochures, slide decks, case studies, and one-pagers you share when someone is considering hiring you. Answer the question below — many businesses wing this part.

Do you use brochures, slide decks, or other sales handouts? *PDFs, printed pieces, case studies, or decks you share when someone is considering hiring you. Choose Yes if you use these today. Choose Not yet if you need something built. Choose Not interested to skip.
Your marketing materials
Your most useful marketing piece todayThe one asset your team relies on most — or wishes they had.
Main format of your sales materialsHow customers usually receive your materials — email attachment, printed leave-behind, live presentation.
When someone needs the latest brochure, how do they get it?
Outdated pricing or old photos in your deck? This helps us see maintenance habits.
If we could create or fix one thing for your sales process, what would move the needle?

Team, Time & Budget

Who does marketing work, how much time you can realistically spend, and what you invest. We use this to build a plan you can actually follow — not a wish list.

Who decides and who does the work
Who approves spending, messaging, and whether a campaign goes live?
Who writes posts, updates the website, sends email, runs ads — even part-time?
Anyone who touches marketing at least a few hours a month.
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Be honest — not ideal hours, real hours. Zero is a valid answer.
What falls through the cracks when you get busy?
Include ads, tools, agency fees, printing — everything you spend to get customers. Ballpark is fine.
ROI = return on investment — did you get more back than you spent? "Not sure" is very common.
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1 = skeptical or overwhelmed. 10 = ready and motivated. No wrong answer.

Competition & Proof

Where you stand vs competitors and what proof you can show customers — reviews, results, certifications, logos, press.

Competition
How you see your position — not forever, just today.
A business customers compare you to — local or online.
Optional second name — helps us see the landscape.
Their website, ads, reviews, social — what makes them look strong?
Social proof = reasons a stranger should trust you — reviews, before/after, "trusted by X companies."
What do you hear on sales calls or estimates that slows the deal down?

Blockers & What's Next

What is in your way, what you can share with us after submit, and anything else before we write your plan.

The real obstacles — not just "need more customers." What makes marketing hard for you today?
For the next year, which TWO goals matter most?Awareness = getting known. Leads = inquiries. Conversion = closed sales. Pick the two closest to your priority.
After you submit, you could share: (check all that apply)Optional — helps us review faster and more accurately. We only need view access, not control.
Sensitive context that would change how we write recommendations.

Consent & Submit

Please read and check the boxes below. Required items must be checked to submit. Optional items help us follow up and dig deeper.

I agree that The McNew Agency may use my answers to prepare for my Brand Discovery Session and a 90-day action plan I can execute myself.
I agree that The McNew Agency may review my public online presence as part of this questionnaire — website, social profiles, Google listing, reviews, and public ad libraries.
I agree to receive email from The McNew Agency about my questionnaire, Brand Discovery Session, plan, and related services. I can unsubscribe anytime.
If I use website analytics (such as Google Analytics), I am willing to grant read-only access so we can use real visitor data in session prep. I understand this is optional.
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