--- title: Epirco — Client Onboarding description: Client onboarding questionnaire for Epirco engagements. This is the foundation for every recommendation we will deliver. --- EPIRCO × ONBOARDING · 2026 — (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 Auto-saveOn this device Required fieldsMarked with coral dot (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 (01.01)Company name● (01.02)Website URL Leave blank if pre-launch or in rebuild. (01.03)Your name● (01.04)Your role / title● (01.05)Your email● (01.06)Your mobile number● 🇺🇸 +1 (01.07)Year founded (01.08)What does your company do?● One paragraph. What you sell, who it's for, and what makes it distinct. 2–4 sentences is ideal. (01.09)What inspired the founding of your company? The origin story. Why does your company exist? (01.10)Core values The principles your company operates by. 3–5 values is typical. (01.11)Mission statement One sentence. What your company exists to do. (01.12)Business model● Select all that apply. B2B B2C D2C B2B2C B2G Marketplace Hybrid (01.13)Industry / vertical● (01.14)Primary market● The country where most of your customers are. Type to search, click to select. (01.15)Expansion markets Countries you're in or planning to enter. Add as many as apply. (01.16)Languages 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 (02.01)Company vision● 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. (02.02)Five-year outlook● Where do you see the company in five years? Market position, revenue scale, product range, geographic presence. (02.03)One-year business goals● 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 (03.01)Core products or services● 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. (03.02)Revenue model● Select all that apply. One-time purchase Subscription Retainer Project-based Commission Licensing Advertising Other (03.03)Average order value Select a range… Under $25 $25–50 $50–100 $100–250 $250–500 $500–1K $1K–5K $5K–10K $10K–50K $50K+ N/A (03.04)Annual revenue range Select a range… Pre-revenue Under $100K $100K–500K $500K–2M $2M–5M $5M–10M $10M–25M $25M–50M $50M+ Prefer not to say (03.05)Unique selling proposition● In one paragraph: what do you sell that no one else can sell the same way? Be specific. (03.06)What makes you hard to compete with? 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 (04.01)Ideal client profile● 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. (04.02)Secondary audiences Any additional segments — gift buyers, referral sources, partners, different verticals for B2B, enterprise buyers alongside individual users. (04.03)Customer model — answer for your primary audience first If you serve both B2C and B2B, answer B2C first, then switch to B2B. Skip the column that doesn't apply. B2C / End customer B2B / Distributor or partner (04.04 · B2C)Key pain points What is the customer struggling with before they find you? (04.05 · B2C)What they want (04.06 · B2C)What they need (vs. what they want) Needs and wants are often different. Capture both. (04.07 · B2C)Their fears and objections What makes them hesitate? What do they worry about before buying? (04.08 · B2C)Who are they already following or buying from? Brands, influencers, communities, retailers. This maps the competitive and cultural landscape. (04.09 · B2C)Decision-maker profile Who actually makes the buying decision? Is it an individual, a household, a couple? (04.04 · B2B)Key pain points What is the business struggling with before they engage you? (04.05 · B2B)What they want (04.06 · B2B)What they need (vs. what they want) (04.07 · B2B)Their fears and objections What makes them hesitate? Budget, risk, implementation complexity, precedent? (04.08 · B2B)Who are they already buying from or partnered with? (04.09 · B2B)Decision-maker profile 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. Not started (05.01)Existing brand assets● Full brand guide Logo + colors only Logo only Nothing formal (05.02)Three words that best describe your brand● Pick exactly 3. Premium Innovative Trustworthy Sophisticated Bold Accessible Authentic Disruptive Reliable Playful Refined Empowering Transparent Expert Approachable Modern Timeless Ethical Practical Ambitious Human Efficient Visionary Grounded Rigorous 0 of 3 selected (05.03)How do you want clients to perceive your brand?● Pick exactly 3. Industry leader Premium choice Trusted partner Innovation-driven Customer-centric Accessible experts Category creator The safe choice The bold choice Value-driven Status symbol Lifestyle brand Workhorse / reliable Concierge-level service Best-in-category Thought leader 0 of 3 selected (05.04)What emotions should your brand evoke?● Pick exactly 3. Confidence Trust Joy Empowerment Belonging Excitement Calm Pride Inspiration Curiosity Comfort Relief Aspiration Sophistication Control Connection Freedom 0 of 3 selected (05.05)Brands you admire (not competitors) Whose tone, style, or brand experience do you look up to — and why? Can be from any industry. Add up to 3. × + Add another (05.06)Never do● Things your brand should never say, do, or be associated with. Load-bearing — every agent checks this before producing work. (05.07)Always do● Non-negotiables. Things that must always be true in your brand materials. (05.08)Sensitivities 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 (06.01)Marketing channels you use or plan to use Select all that apply. Instagram Facebook LinkedIn TikTok Pinterest X / Twitter YouTube Email SMS SEO / Content Google Ads Meta Ads TikTok Ads LinkedIn Ads Affiliate Influencer PR Events Retail partnerships Other (06.02)Core message you want to communicate The one or two key messages that should come through in every piece of marketing. (06.03)Content themes and topics Specific themes, topics, or narratives you want your content to focus on. (06.04)How would you measure marketing success? The KPIs that matter. Sales, conversions, CAC, LTV, retention, brand awareness, lead quality, engagement — be specific. (06.05)What has worked and what hasn't (historically) 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 (07.01)Main competitors● Add up to 7 competitors. Direct and indirect. "Nobody does what we do" is almost never the right answer — push yourself. × + Add another (07.02)What do competitors do well? Honest read. Where are they stronger than you right now? (07.03)How do you differentiate from them? Not marketing language — actual, operationally true differentiators. (07.04)Market trends impacting your business 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 (08.01)Website platform Select… Shopify Shopify Plus WordPress Webflow Squarespace Wix Framer HubSpot CMS Custom build Headless None Other (08.02)E-commerce platform Select… Shopify Shopify Plus WooCommerce BigCommerce Magento / Adobe Commerce Salesforce Commerce Cloud Custom build N/A — not e-commerce Other (08.03)CRM Select… HubSpot Salesforce Pipedrive Zoho Monday ActiveCampaign Close Copper Spreadsheet-based None Other (08.04)Email marketing tools Select all that apply. Klaviyo Mailchimp HubSpot ActiveCampaign ConvertKit Brevo Omnisend Attentive Iterable None Other (08.05)Analytics tools Select all that apply. GA4 Hotjar Mixpanel Amplitude Triple Whale Northbeam Heap Microsoft Clarity Segment PostHog None Other (08.06)Ad platforms Select all that apply. Meta Ads Google Ads TikTok Ads LinkedIn Ads Pinterest Ads YouTube Ads X / Twitter Ads Snap Ads Reddit Ads Amazon Ads None Other (08.07)Customer support Select… Zendesk Intercom Gorgias Help Scout Freshdesk Front HubSpot Service Email only None Other (08.08)Subscription / billing Select… Recharge Stripe Billing Chargebee Bold Subscriptions Skio Smartrr Paddle N/A — not subscription Other (08.09)Other significant tools Loyalty, reviews, shipping, accounting, project management — anything important we haven't asked about. (08.10)Current ad spend (monthly) Select a range… $0 / not running ads Under $1K $1K–5K $5K–15K $15K–50K $50K–100K $100K–250K $250K+ 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 (09.01)Biggest operational challenge right now● The single biggest thing holding you back or keeping you up at night. (09.02)Top 3–5 priorities, in order● What do you need done, in the order you'd want them done? (09.03)Decision makers on your side Who will be our day-to-day contact? Who makes final decisions? Is it the same person or different people? (09.04)Hard deadlines or urgency drivers Product launches, seasonal peaks, fundraising timelines, board meetings, contractual obligations. (09.05)New markets or segments planning to enter (09.06)Partnerships or collaborations you're exploring (09.07)Anything else we should know? 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. Submit questionnaire → Clear and start over projects@epirco.com  ·  epirco.com Driving Your Business Forward — · Tampa Saved locally