Client Discovery Form

1

CLIENT DETAILS

Full Name / Contact Person *

Job Title / Role

Company / Brand Name *

Industry / Sector *

Email Address *

Phone Number *

Website / Social Media Handles *

2

BUSINESS OVERVIEW

What does your business do? (Products / Services) *

How long in business?

Number of Employees / Team Size

Who is your target audience / ideal customer? *

3

CURRENT MARKETING & AGENCY SETUP

Are you currently working with any agencies? *

Yes

No

Previously

Current Marketing Channels (tick all that apply) *

Other:

4

BRAND IDENTITY & POSITIONING

How would you describe your current brand? (tone, personality, visuals) *

How do you want to be positioned? (e.g. premium, accessible, disruptive) *

Who are your top 3 competitors? *

What makes you different? (USP / Value Proposition) *

Brands you admire

Brands you don't want to be associated with

5

GOALS & OBJECTIVES

Primary Goals (tick all that apply) *

Increase brand awareness

Generate more leads

Grow social media presence

Launch new product/service

Rebrand / refresh identity

Improve website / SEO

Enter a new market

Retain existing clients

Short-Term Goal (0–3 months) *

Long-Term Goal (6–12 months) *

Key Success Metric / KPI *

Estimated Monthly Budget Range *

6

CHALLENGES & PAIN POINTS

Biggest marketing/branding challenges right now? *

What has NOT worked in the past? *

What has worked well? *

Expected timeline to see results *

Who approves work / makes decisions? *

7

CONTENT & DIGITAL PRESENCE

Existing Brand Assets (tick all that apply) *

Other:

Social platforms you're active on *

How often do you currently post? *

What content resonates most with your audience? *

Do you have a CRM / email list?

Approx. size of contact list

8

REQUIRED SERVICES

Which services are you interested in? (tick all that apply) *

Other:

9

WORKING TOGETHER & EXPECTATIONS

Preferred communication method *

Preferred meeting / check-in frequency *

What does success look like at end of 3 months? *

Anything else we should know?

9b

TYPE OF BUSINESS LICENSE

Select License Type *

In-Land

Off-Shore

Freelance

Free Zone

Place of Business *

10

NEXT STEPS & SIGN-OFF

Agreed Next Steps / Action Items

Follow-Up Date *

Proposal / Quote Required? *

CONFIDENTIALITY, DISCLOSURE & OUR PROMISE TO YOU

Confidentiality & Non-Disclosure

All information shared within this Client Discovery Form is strictly confidential. Ashton Enterprises LLC will not disclose, share, or discuss any details provided with any third party without your express written consent. This form exists solely to help us understand your business, goals, and vision.

Purpose of This Form

This discovery form is designed to give our team a thorough understanding of your brand, objectives, and expectations. It is not a binding contract or agreement. The information collected will be used to tailor our recommendations and services specifically to your needs.

Our Promise to You

At Ashton Enterprises, we are committed to treating every client with integrity, transparency, and respect. We promise honest advice, fair pricing, and dedicated support throughout our working relationship.

CLIENT DETAILS

BUSINESS OVERVIEW

CURRENT MARKETING & AGENCY SETUP

BRAND IDENTITY & POSITIONING

GOALS & OBJECTIVES

CHALLENGES & PAIN POINTS

CONTENT & DIGITAL PRESENCE

REQUIRED SERVICES

WORKING TOGETHER & EXPECTATIONS

TYPE OF BUSINESS LICENSE

NEXT STEPS & SIGN-OFF

Confidentiality & Non-Disclosure

Purpose of This Form

Our Promise to You

Form Submitted Successfully!