Template Questionnaire

CONGRATULATIONS! You've made the first move in deciding to do something to help you and your business. I know this can be scary first step but you've done it, you're here.

Before we get started, I have the first piece of homework for you. Please fill out the questionnaire so that I can get to know you, your goals and where I can help you and your business. The more detailed, the better!

These answers are incredibly helpful to me before we talk in person but I understand that some of these may be things that you don't yet have an answer for, that's ok, just do your best.

First name

Last name

Phone

Address

Business Name

How long have you been in business?

Why did you start your business (or why do you want to start a business)?

Tell me a little about your business and what you want to get out of your templates

What are three words that describes your brand?

How do you want your clients to feel after using your services?

Who is your target audience? (Gender, age, location, etc)

List any active website details and social accounts

Which Template package would help your workflow?

Starter Bundle (Quote, Invoice, Order Form, Delivery Schedule)

Social Media

Proposal Kit

Which service are you interested in?

Custom Templates (specifically designed for you and your needs)

Branded templates (select from our aesthetics and I'll customise them to your colours and fonts)

The next step... I'll send you an email with further information.