Discovery Form

    1. Current Situation and Pain Points

    Name of your company or business

    What is the star product or service of your business currently?

    What do you consider to be the biggest obstacle or "pain point" of your business today?

    What do your current customers value most about your company?

    2. Your Ideal Client (Buyer Persona)

    Geographic Location (Where do they live? Ex: Zip code, cities...)

    Demographics and Origin (Ex: Hispanic market, general market, specific nationalities)

    Main age range of your client

    Marital and family status (Ex: Parents with young children, single...)

    Interests and Lifestyle (What do they value, what worries them?)

    3. Value Proposition, Benefits, and Commercial Offer

    What are the top 3 benefits your clients get from working with you?

    What makes you different from your direct competition? (Your unique value proposition)

    What payment methods do you currently accept?

    Do you offer payment plans, financing, or credit to your clients?

    Do you have a hook offer or permanent promotion? (Ex: 1st consultation free)

    4. Campaign Goals and Message

    What is the main goal of this campaign in the next 3 to 6 months?

    Do you have a slogan or campaign phrase you want to use?

    Special Dates: Are there seasons where you want to emphasize? (Ex: Black Friday, Mother's Day)

    What tone of voice do you prefer for your brand's communication?

    5. Visual Identity and Style (Branding)

    Do you have a brand manual and high-resolution logo?

    What visual style best represents your brand?

    What typography (font) style do you prefer for your brand's headlines?

    Select your brand colors (Click the box to choose):



    Are there any colors we should definitely avoid?

    6. Competition and References

    Mention 1 or 2 of your main competitors:

    Share links to brands you admire or whose visual style you like:

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