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Brand Strategy Questionnaire

SECTION 0: Snapshot

What This Section Builds

This is triage. It gives the strategist an immediate read on where your business stands today, what you sell, who you serve, and what constraints shape your decisions. Think of it as the X-ray before the surgery. Nothing here needs to be poetic. It needs to be precise.

These answers directly inform your positioning statement, your competitive analysis, and the strategic tension your brand will be built around. If your snapshot is vague, the entire strategy has to compensate for missing context. The clearer you are here, the sharper everything downstream becomes.

0.1 Basics

This is not your elevator pitch. It's not the version of your business you tell at a dinner party. It's the operational truth. What do you actually sell? Who actually pays you? What is actually growing?

Depth Check:

Surface-level: "We help businesses grow through marketing."

Strategically useful: "We sell fractional CMO retainers to B2B SaaS companies between $2M–$10M ARR. 70% of revenue comes from three-month strategy engagements. Our biggest growth goal is converting those into 12-month retainers. Our biggest constraint is that our founder is the product, and we can't scale without systematizing the methodology."

The second answer tells us what the business model actually looks like, where the growth opportunity lives, and where it breaks. That's what we need.

On "Top 3 revenue drivers": Don't list your services page. List the three things that actually generate cash. If 80% of your revenue comes from one offer and two others are experiments, say that. Revenue truth reveals business truth.

On "Biggest constraint": Be brutally honest here. If the constraint is you, say so. If it's that your market doesn't trust your category yet, say that. If it's cash, say cash. This answer shapes how aggressively or conservatively we position you, and whether the strategy prioritizes trust-building, awareness, conversion, or something else entirely.

Contact Name

Email Address

Company/Organization Name

Website (if any)

Industry you operate in (as people currently describe it)

What you sell (in one sentence, plain language)

Primary customer type (B2B, B2C, both)

Top 3 revenue drivers today (products, services, offers)

Top 3 growth goals for the next 12 months

Biggest constraints to growth right now