EPIRCO × ONBOARDING · 2026
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(000) — Client Onboarding

The foundation for every recommendation we deliver.

This questionnaire is the single most important document in our engagement. Everything we build — your brand system, your growth infrastructure, your execution playbook — compounds from what you tell us here. Our team reads it. Our research reads it. Our recommendations are shaped by it. Give it the weight it deserves.

Estimated time45–60 minutes
Sections9
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(001) — Why This Matters

We don't start without it.

Most consultancies run an intake call, nod a lot, and bill from day one. We don't. Epirco runs on systems, and every system starts with a complete input. This questionnaire isn't paperwork — it's the input that determines whether our research, recommendations, and execution land on the business you actually run or a version of it we had to guess at. Thin answers produce thin work. That's not how we operate.

(01) · Deep Understanding

Your brand's essence, not our assumption of it.

Your responses give us a clear read on your mission, values, and competitive edge. Every creative and strategic output is anchored here.

(02) · Targeted Strategy

Right audience, right message, higher conversion.

Knowing exactly who buys from you — and why — lets us calibrate channels, copy, and funnels to the people most likely to convert.

(03) · Goal Alignment

Built for your one-year and five-year view.

Short-term campaigns that sabotage long-term positioning are common. We avoid that by aligning every piece of work to your stated trajectory.

(04) · Competitive Edge

Sharpened by a clear-eyed read of the market.

Your view of competitors, differentiators, and market position gets stress-tested in research and becomes the foundation of every positioning call we make.

Progress
0 / 9 sections
(001) — Section 1

Company Overview

The basics. Who you are, what you do, and where you operate.

Not started
Leave blank if pre-launch or in rebuild.
One paragraph. What you sell, who it's for, and what makes it distinct. 2–4 sentences is ideal.
The origin story. Why does your company exist?
The principles your company operates by. 3–5 values is typical.
One sentence. What your company exists to do.
Select all that apply.
The country where most of your customers are. Type to search, click to select.
Countries you're in or planning to enter. Add as many as apply.
The languages your customers speak. Choose from the top 10, or select Other to add your own.
(002) — Section 2

Vision & Goals

Where you're going, what you need to hit this year, and what you've set for five years out.

Not started
Where do you want your company to be at scale? What does "winning" look like? Brand comparisons are useful (e.g., "the Apple of X" or "the Lululemon of Y") — but explain why.
Where do you see the company in five years? Market position, revenue scale, product range, geographic presence.
Specific, measurable goals for the next 12 months. Include revenue targets if possible, and break down by channel or segment if relevant.
(003) — Section 3

Products, Services & Revenue

What you sell, how money flows, and what makes you hard to compete with.

Not started
List your main offerings. For each: what it is, who it's for, approximate price point, and what % of revenue it drives (if known). 3–5 is typical.
Select all that apply.
In one paragraph: what do you sell that no one else can sell the same way? Be specific.
Your moat. Could be proprietary tech, exclusive relationships, brand equity, network effects, regulatory advantage, supply chain, community, data. "None yet" is a valid answer.
(004) — Section 4

Audience & Customer Model

Who buys from you, what drives them, what stops them, and how you win them. The deepest section — and the most valuable for everything downstream.

Not started
Describe the people or companies who buy from you. Demographics (age, gender, income, location, company size) plus psychographics (values, lifestyle, mindset, what they care about). Go deep — this seeds all audience research.
Any additional segments — gift buyers, referral sources, partners, different verticals for B2B, enterprise buyers alongside individual users.
If you serve both B2C and B2B, answer B2C first, then switch to B2B. Skip the column that doesn't apply.
What is the customer struggling with before they find you?
Needs and wants are often different. Capture both.
What makes them hesitate? What do they worry about before buying?
Brands, influencers, communities, retailers. This maps the competitive and cultural landscape.
Who actually makes the buying decision? Is it an individual, a household, a couple?
What is the business struggling with before they engage you?
What makes them hesitate? Budget, risk, implementation complexity, precedent?
Title, team structure, buying committee dynamics. Who signs, who influences, who blocks?
(005) — Section 5

Brand Identity & Voice

How you want to be perceived, what the brand should never do, and where the guardrails are.

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Pick exactly 3.
0 of 3 selected
Pick exactly 3.
0 of 3 selected
Pick exactly 3.
0 of 3 selected
Whose tone, style, or brand experience do you look up to — and why? Can be from any industry. Add up to 3.
Things your brand should never say, do, or be associated with. Load-bearing — every agent checks this before producing work.
Non-negotiables. Things that must always be true in your brand materials.
Anything we should be careful about — past experiences with agencies, cultural considerations, regulatory constraints, competitor history.
(006) — Section 6

Marketing & Content

Current channels, messaging direction, and how you measure success.

Not started
Select all that apply.
The one or two key messages that should come through in every piece of marketing.
Specific themes, topics, or narratives you want your content to focus on.
The KPIs that matter. Sales, conversions, CAC, LTV, retention, brand awareness, lead quality, engagement — be specific.
If you've done marketing before: what produced results, what burned money. Valuable even if it's "we have no idea."
(007) — Section 7

Competition & Market

Who you're up against, what they do well, and how you see the category evolving.

Not started
Add up to 7 competitors. Direct and indirect. "Nobody does what we do" is almost never the right answer — push yourself.
Honest read. Where are they stronger than you right now?
Not marketing language — actual, operationally true differentiators.
What's shifting in your industry over the next 2–5 years?
(008) — Section 8

Tech Stack & Tools

The systems currently running. This determines integration boundaries and architecture. Select None where nothing is in place.

Not started
Select all that apply.
Select all that apply.
Select all that apply.
Loyalty, reviews, shipping, accounting, project management — anything important we haven't asked about.
Helps us calibrate performance marketing recommendations.
(009) — Section 9

Priorities & Final Context

What you need done first, what's driving urgency, and anything else we should know.

Not started
The single biggest thing holding you back or keeping you up at night.
What do you need done, in the order you'd want them done?
Who will be our day-to-day contact? Who makes final decisions? Is it the same person or different people?
Product launches, seasonal peaks, fundraising timelines, board meetings, contractual obligations.
Open space. Prior agency experiences, internal dynamics, budget constraints, founder philosophy — whatever helps us do a better job.
(010) — Submit

Ready to hand this over?

Once you submit, our team receives the intake and begins research. You'll hear from your PM within one business day with a kickoff timeline. If you need to come back and finish later, your answers are saved in this browser — just return to this page.

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