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READ: Answer all that you can prior to the meeting.

Essential Information to Bring to Your Discovery Meeting [Online form]

1. Business Overview

  • Business Name and Location

    • Provide your official business name and the primary location(s) where you operate.
    • Example: “Bright Bakery located in Downtown Springfield.”
 

  • Industry and Services Offered

    • Describe the industry you’re in and the specific products or services you offer.
    • Example: “We specialize in artisanal bread and pastries.”

 

2. Current Online Presence

  • Website URL

    • Share your website link so we can review its current state and functionality.
    • Example: “www.brightbakery.com“
 

  • Google Business Profile (GBP) Link

    • Provide the link to your existing Google Business Profile, if available.
    • Example: “goo.gl/maps/brightbakery”
 

  • Social Media Profiles

    • List your active social media accounts (e.g., Facebook, Instagram, Twitter).
    • Example: “Facebook: facebook.com/BrightBakery | Instagram: instagram.com/BrightBakery”

 

3. Marketing Materials

  • Current Marketing Strategies

    • Outline any ongoing marketing efforts, both online and offline.
    • Example: “We currently run Facebook ads and distribute flyers locally.”
 

  • Branding Assets

    • Bring logos, brochures, and any other branding materials to help us understand your brand identity.
    • Example: “Our logo and brochure are attached in the email.”

 

4. Business Goals and Objectives

  • Short-Term Goals

    • Specify what you aim to achieve in the next 3-6 months.
    • Example: “Increase local foot traffic by 20% and boost online orders.”
 

  • Long-Term Goals

    • Outline your vision for the next year or more.
    • Example: “Expand to two additional locations and develop a strong online presence.”

 

5. Current Challenges

  • SEO and Online Visibility Issues

    • Highlight any specific challenges you’re facing with your current SEO efforts.
    • Example: “Our website isn’t ranking well for local search terms, and we have few online reviews.”
 

  • Customer Engagement Problems

    • Discuss difficulties in engaging with your target audience.
    • Example: “We struggle to connect with our community on social media.”

 

6. Competitor Information

 

  • Competitor Strategies

    • Share any insights you have on how competitors market themselves.
    • Example: “Sunrise Bakery has a strong Instagram presence with daily posts.”

 

7. Analytics and Performance Data

  • Website Analytics

    • Share access or reports from tools like Google Analytics to review your website’s performance.
    • Example: “Our Google Analytics shows a high bounce rate on the homepage.”
 

  • GBP Insights

    • Provide data from your Google Business Profile, such as views and customer actions.
    • Example: “Our GBP Insights indicate most views come from mobile searches.”

 

8. Budget and Resources

  • Marketing Budget

    • Inform us about your allocated budget for SEO and digital marketing.
    • Example: “We have a monthly budget of $1,500 for digital marketing.”
 

  • Available Resources

    • Mention any in-house resources you have, such as a marketing team or content creators.
    • Example: “We have a part-time social media manager and a content writer.”

 

9. Desired Outcomes

  • Specific Expectations

    • Clearly state what you expect to gain from our services.
    • Example: “We want to rank in the top 3 for ‘artisan bread Springfield’ and increase our online reviews by 50%.”
 

  • Key Performance Indicators (KPIs)

    • Define the metrics that matter most to your business success.
    • Example: “Our KPIs include website traffic, conversion rates, and review ratings.”

 

10. Questions and Concerns

  • Prepared Questions

    • Think of any questions you have about our services, strategies, or processes.
    • Example: “How long does it typically take to see results from SEO efforts?”
 

  • Addressing Concerns

    • Share any concerns or hesitations you might have regarding SEO or digital marketing.
    • Example: “We’re concerned about the time commitment required for ongoing SEO maintenance.”
 

Additional Preparation Tips

  • Research Our Services: Familiarize yourself with our offerings to make the most out of the meeting.
  • Be Honest and Open: Share your true business needs and challenges to receive the best possible solutions.
  • Bring Relevant Documents: Any reports, previous marketing materials, or data that can provide deeper insights into your business.
  • Set Clear Objectives: Know what you want to achieve from the meeting, whether it’s understanding our services better or outlining a potential strategy.
 
 

Conclusion

Being well-prepared with the right information for your discovery meeting ensures a smooth and effective discussion. It allows us to understand your business better and craft a customized SEO strategy that aligns with your goals. We’re here to support your local business growth every step of the way!

Feel free to reach out if you have any questions or need further assistance before the meeting. We look forward to partnering with you and achieving outstanding success together!