Jess By Design
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Business Name
Founder / Owner Name
Business Industry
Personal Contact Email (your best email)
Personal Phone Number
Business Email (client-facing)
Business Phone Number
Business Address (if applicable)
Website URL (if existing)
Social links
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How would you describe your brand in 3 words?
How are you positioned?
What level of client are you trying to attract?
What level of client are you trying to avoid?
Are you selective about who you work with?
Do you have minimum project budgets?
Is pricing visible or inquiry-based?
What justifies your pricing at your level?
Why did you start this business?
What moment made you realise this was your path?
What do you believe about your industry that others don’t?
What frustrates you about how competitors operate?
What do clients consistently compliment you on?
Beyond the service itself, what transformation do you truly provide?
Provide 2–3 sentences summarising your company history (include dates if relevant).
Walk me through your client journey from first inquiry to final delivery.
Do you have a signature framework or methodology?
What makes your process feel premium?
What boundaries are in place?(Minimum budgets, limited availability, timelines, etc.)
What happens immediately when someone wants to work with you?(Fill out form, Book a call, Phone you)
List your core services.
For each service:
• Who is it for?• What problem does it solve?• What outcome does it deliver?• Investment range• Timeframe• Why is this different from alternatives?
Which service do you most want to be known for?
Are there services you want to phase out?
Describe your dream client in detail:
• Industry• Budget level• Personality• Values• Aesthetic taste• Decision-making style
What does a red-flag client look like?
What objections do your ideal clients usually have?
Why do high-value clients ultimately choose you?
If you could only work with one type of client forever, who would it be?
Target locations:
Do you serve locally, nationally, or internationally?
What would someone type into Google to find you?Examples:Luxury interior designer TexasHigh-end wedding photographer LondonBoutique branding agency South Africa
What keywords are important to you?
What questions do clients ask before booking?
What misconceptions exist in your industry?
Are there niche markets you want to dominate?
Are there industries you do NOT want to target?
List 3–5 direct competitors (with website links).
What do they do well?
Where do they feel generic?
Where should we clearly differentiate you?
Why should someone choose you instead?
What is the primary goal of your website?
Authority positioning
Portfolio showcase
Enquiries
Booking consultations
Attracting collaborations
What should someone feel within the first 5 seconds of landing on your website?
What would make this project a massive success in your eyes?
If your answer above were to happen, what would that change?
List the following:Awards
Certifications
Industry memberships
Notable clients
Press features
Publications
Collaborations
Guarantees (if any)
Have you been featured in magazines, blogs, podcasts?
Please share a Google Drive link containing:
• High-resolution project images• Before & after images (if relevant)• Testimonials (with full names if possible)• Case studies• Logo files (SVG + PNG)• Brand colors & fonts• Professional headshots• Brochures or pitch decks (if relevant)
Would you like team members featured?
If yes, provide name, title, short bio, and headshot.
Do you want to be highly visible on the website?
Premium brands often sell the person behind the work.
Please provide:
• Short professional bio• Your philosophy• Personal interests (if relevant to brand positioning)
List any existing FAQs.
If none, please answer:
• What do clients worry about before hiring you?• What pricing questions come up often?• What misunderstandings do people have about your work?
Are you planning to:
• Add new services• Expand locations• Launch products• Rebrand• Add eCommerce or online booking
Will the business structure change in the next 1–2 years?
Do you require:
• Privacy policy• Terms & conditions• Cookie banner
Do you collect customer data?
Do you run ads?
Do you need CRM or automation integration?
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Free Brand Audit