What is the name of your organization or business?*

What is the best email address to contact you?*

What is the best phone number to contact you?*

Please include your area code

Which industry does your business operate in?*

Where can we find your website if you have one?

Which services are you most interested in?*

What is your average annual revenue?*

What is your ideal date to have the project launched?*

What kind of services/products do you provide?*

Who is your main consumer?*

What motivates your customer to purchase your product/services?*

What fears or reservations may your customer have before deciding to purchase?*

How do you address these fears?*

What does your sales process look like? Please describe the whole cycle.*

i.e. How you get leads, how you treat a lead once received, how you turn a lead into a sale, and what happens after a customer decides to buy?

What are the top 3 keywords your customers use to search for your organization or business?*

What else can you tell us about your customers?*

Who is your main competitor? What do they excel at? What do they struggle with?*

Include a link to their website.

What topics or phrases would you prefer to avoid? Are there any absolute “no’s” when it comes to writing? For example, no use of acronyms, etc.*

Can you send examples of content in the style you like? These could be links to websites.*

Can you please send over any resources/documents so that we can get familiar with your product or brand?*

What’s your intent with your copy? To educate; to entertain (make me someone laugh); to inspire good feelings, to drive them to action, etc.*

What point of view do you prefer us to take?*

Can you provide 5 descriptive words to describe your company or product?*

If your project will require an “about” or “company” page, please list the important points (when you were founded, the idea behind the business, your goal, etc). We will ask for more for this later on but as a jumping off point.*

Is your ideal customer already knowledgeable about your product/business or will reading this copy be their first interaction? Or, in other words, do we need to stick to basic explanations or can we use terminology/jargon that is already understood within your industry?*

Has your company been featured in any press releases or digital publications? Are there any write-ups about your company already in existence on the internet? If so, will you please send the link(s).*

Can you please send links to your social media if you maintain any?*

What process do you plan for revisions? How hands-on do you want to be? Reviewing copy at every stage?*

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Copywriting Planning Form

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