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30 Most Important Questions A Marketing Consultant Should Ask Their Clients

Lexi Kidson
January 27, 2023
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Looking to work with a consultant to help you boost your marketing efforts? We’ve compiled a list of the 30 most important questions a digital marketer should ask when they begin working with a client – let’s get going!

Here are 30 questions a marketing consultant should ask

What Should I Expect From A Marketing Consultant?

Digital Marketers are almost solely responsible for a business’s income. 

Without bulletproof brand awareness, every business, no matter how small or big, or what sector they reside in needs a marketing strategy that converts potential customers into profit. 

According to SimpliLearn “A Digital Marketer, also known as a Digital Marketing Specialist, is responsible for devising marketing campaigns to maintain a brand. Marketing professionals perform market research, strategise with other marketing professionals, and create content for marketing campaigns to maximise their effectiveness.”

Here at Get-Found, we’re experts in getting to know a brand. 

We’ve compiled the 30 most important questions a digital marketer should ask when they begin working with a client. 

These questions are helpful in understanding the client’s marketing strategy, target audience, competitors, budget, goals, and current approach to measuring success. 

They also help the marketer to understand the client’s existing process and identify areas for improvement or optimisation. 

The answers to these questions will enable the marketer to make data-driven decisions, adjust the strategy when needed, and evaluate the ROI of the marketing efforts.

This can also help build a long-term relationship with the customer and better understand the customer’s needs.

If you need help developing a digital marketing strategy for your business, contact Get-Found today! 

Our team are experts in what they do and can help you boost leads, sales and revenue for your business. 

Why don’t you check out our testimonials and see what we are about?

Questions a marketing consultant should ask

Questions A Marketing Consultant Should Ask

1. What Are Your Business Goals and Objectives?

Digital marketing experts should also start by gaining a thorough understanding of their client’s business goals and objectives. 

This helps the marketer to understand the customer’s desired outcomes and tailor the marketing strategy to align with those goals. Knowing the customer’s goals and objectives allows you to develop a more targeted and effective marketing plan, which can increase the chances of achieving the desired results for the customer. 

Additionally, it also helps the marketer to understand how the customer defines success so that the marketer can measure and report on the progress towards achieving those goals. 

 

2. Who is Your Target Audience?

Marketers should ask customers who their target audience is because it helps the marketer to understand the customer’s ideal customer profile and tailor the marketing strategy to reach and engage with that specific audience. 

Knowing the target audience allows the marketer to develop a more targeted and effective marketing plan, which can increase the chances of reaching and engaging the desired audience.

Additionally, it also helps the marketer to understand the demographics, psychographics, behaviours, and pain points of the target audience; which can inform the messaging, communication channels, and offers used in the marketing strategy.

Identifying the target audience also helps the marketer to make better decisions about where to allocate resources and budget for the most impact.

3. What is Your Current Marketing Strategy?

When working with a new client to develop a marketing strategy, it is important to get knowledgeable on the processes they are currently using and what has and hasn’t worked. 

This helps the marketer to understand the customer’s existing approach to marketing and identify areas for improvement or optimisation. 

Knowing the customer’s current marketing strategy allows the marketer to see what has worked well in the past and what hasn’t, and make recommendations for how to build on those successes or address any weaknesses.

Additionally, it also helps the marketer to understand the customer’s budget, resources, and metrics for measuring success.

This knowledge can inform the marketer’s recommendations for how to optimise the customer’s current marketing strategy and make it more effective. 

This also helps to identify potential gaps in the customer’s marketing strategy and fill them with new tactics and strategies. 

 

4. What Are Your Competitors Doing in Terms of Marketing?

When trying to develop a marketing strategy for a business the best place to look for inspiration is the business’s competitors.

Marketers should ask about their client’s competitors’ marketing strategies because it helps the marketer to understand the competitive landscape and identify opportunities and threats. 

Knowing the competitors’ marketing strategies allows the marketer to see what they are doing well and what they are not, and make recommendations for how the client can differentiate themselves and gain a competitive edge. 

This can also help the marketer to understand the messaging, communication channels, and offers that are resonating with the target audience and potentially adapt those for the client’s marketing strategy. 

Furthermore, it also allows the marketer to identify potential gaps in the competitor’s marketing strategy and fill them with new tactics and strategies for the client.

There are several tools you can use online to analyse a client’s marketing strategies and performance. This will help you to see what has and hasn’t worked for your competitor and enable you to make more calculated decisions about your strategy. 

This is an illustration that helps you know the best tools to use when analysing competitors.

5. What Are Your Budget Constraints?

Knowing a client’s budget constraints helps the marketer to understand the financial limitations and develop a marketing strategy that is both effective and cost-efficient. 

A client’s budget will help to identify cost-effective tactics and strategies that will still achieve the desired results. 

This allows the marketer to set realistic expectations and goals for the client, and avoid proposing tactics or strategies that are not feasible within the budget.

 

6. How Do You Measure the Success of Your Marketing Efforts?

Having a clear understanding of exactly how your clients measure the success of their marketing will help you to efficiently measure the success of your tailored marketing strategy. 

This will ensure that you understand the client’s definition of success and align the marketing strategy with those metrics. This means you can develop a marketing plan that focuses on the metrics that matter most to the client and track and report on progress towards those goals. 

Additionally, it also helps the marketer to understand the client’s existing process for measuring success, and identify areas for improvement or optimisation. 

It also allows the marketer to set realistic expectations and goals for the client, and avoid proposing tactics or strategies that do not align with the client’s definition of success. 

This ensures the marketing is making data-driven decisions, adjusting the strategy when needed, and evaluating the ROI of the marketing efforts. 

 

7. What Are the Pain Points of Your Target Audience?

When you are working as a marketing consultant your client’s target audience will become your target audience. 

Knowing the pain points of this target audience will also help marketers to further refine their strategies. This will highlight the challenges and problems that the target audience is facing, and develop a marketing strategy that addresses those pain points. 

Additionally, it also helps the marketer to understand the target audience’s motivations, and to create a marketing strategy that addresses their pain points and offers solutions.

 

8. What Unique Value Does Your Product or Service Offer?

Marketers should ask their clients what unique value their product or service offers because it helps the marketer to understand the unique selling points of the product or service and develop a marketing strategy that highlights those points. 

Knowing the unique value that the product or service offers allows the marketer to develop messaging, communication channels, and offers that showcase the product or service’s unique features and benefits. 

 

9. What Are Your Brand’s Strengths and Weaknesses?

When you are a marketing consultant for a brand, it is important to know everything about that brand.

Including its strengths and weaknesses. Marketers should ask their clients what their brand’s strengths and weaknesses are because it helps the marketer to understand the brand’s current perception and identify opportunities for improvement. 

Becoming knowledgeable on a brand’s strengths and weaknesses allows the marketer to develop a marketing strategy that builds on the brand’s strengths and addresses its weaknesses.

It also helps the marketer to understand how the brand is currently perceived by the target audience and to create messaging and campaigns that align with that perception. 

This means they can also identify potential gaps in the brand’s strengths and weaknesses and develop campaigns and tactics to fill those gaps. 

This knowledge can also help in creating a better customer experience, fostering customer loyalty, and building a strong relationship with the target audience. 

10. What Are the Most Important Metrics to Track for Your Business?

Key performance indicators are a well known metric across the marketing world. 

Marketers should ask their clients what the most important metrics to track for their business are because it helps the marketer to understand the key performance indicators (KPI) that are critical to the client’s success and align the marketing strategy with those metrics.

 Knowing the important metrics to track allows the marketer to develop a marketing plan that focuses on the metrics that matter most to the client, and to track and report on progress towards those goals. 

It also helps the marketer to understand the client’s existing process for measuring success, and identify areas for improvement or optimisation. 

This also helps the marketer to set realistic expectations and goals for the client, and avoid proposing tactics or strategies that do not align with the client’s definition of success. 

It also helps the marketer to make data-driven decisions, adjust the strategy when needed, and evaluate the ROI of the marketing efforts. 

This infographic helps you understand the best tools to track your key performance indicators

11. Who is Your Competition and How Do You Differentiate From Them?

Marketers should ask their clients who their competition is and how they differentiate from them because it helps the marketer to understand the competitive landscape and identify opportunities and threats. 

Knowing the client’s competition allows the marketer to see what they are doing well and what they are not, and make recommendations for how the client can differentiate themselves and gain a competitive edge. 

Additionally, it also helps the marketer to understand the messaging, communication channels, and offers that are resonating with the target audience, and potentially adapt those for the client’s marketing strategy. 

This also helps allow the marketer to identify potential gaps in the competitor’s marketing strategy and fill them with new tactics and strategies for the client.

This knowledge can inform the marketer’s recommendations for how to optimise the client’s current marketing strategy and make it more effective. 

This also helps build a long-term relationship with the customer and better understand the customer’s needs.

 

12. What is Your Brand Voice and Personality?

Brand voice and personality are crucial for building brand identity.

Knowing a brand’s identity, or the identity they want to strive for will aid the marketer in designing and refining a strategy to align with these goals. 

This helps to develop the client’s brand voice and personality and allows the marketer to develop messaging, communication channels, and offers that align with the client’s brand identity and resonate with the target audience. 

Additionally, it also helps the marketer to understand the client’s brand values and tone of voice, and to create campaigns and tactics that align with those values. 

This can also allow the marketer to identify potential gaps in the client’s brand voice and personality and develop strategies to fill those gaps. 

This knowledge can also help in creating a better customer experience, fostering customer loyalty, and building a solid relationship with the target audience. 

13. How Do You Currently Track and Measure Your ROI?

Knowing how a client currently tracks and measures their return on investment (ROI) helps the marketer to understand the client’s existing process for evaluating the effectiveness of their marketing efforts and identify areas for improvement. 

Understanding the client’s current approach to measuring ROI allows the marketer to see what metrics are currently being used and how they are being tracked and reported. 

Additionally, it also helps the marketer to understand the client’s existing process for measuring success, and identify areas for improvement or optimisation. 

This helps to set realistic expectations and goals for the client and to ensure that the marketing strategy aligns with the client’s desired outcome. 

This knowledge can also help in making data-driven decisions, adjusting the strategy when needed, and evaluating the ROI of the marketing efforts

Tool to track ROI

14. What Channels Do You Currently Use for Customer Acquisition?

Customer acquisition channels are a great way for a marketer to understand their client’s existing approach to customer acquisition.

 By understanding the current strategy, marketers can make an informed evaluation and identify opportunities for improvement. 

Knowing the client’s current channels for customer acquisition allows the marketer to see what is working well and what is not, and make recommendations for how to optimise the existing strategy or test new channels.

 This can also help the marketer to understand the client’s budget, resources, and metrics for measuring customer acquisition. 

Furthermore, it also allows the marketer to identify potential gaps in the client’s customer acquisition strategy and fill them with new tactics and channels. 

 

15. Are You Currently Using Any Marketing Automation Tools?

Marketers should ask their clients if they are currently using any marketing automation tools because it helps the marketer to understand the client’s existing approach to automation and identify opportunities for improvement. 

Knowing if the client is currently using any marketing automation tools allows the marketer to see what tools are currently being used, how they are being used and how effectively they are being used. 

It also helps the marketer to understand the client’s budget, resources, and metrics for measuring automation and identifying areas for improvement or optimisation. 

This allows the marketer to identify potential gaps in the client’s automation strategy and fill them with new tools or tactics to increase the efficiency and effectiveness of the marketing efforts. 

This knowledge can also help in creating a better customer experience, fostering customer loyalty, and building a strong relationship with the target audience. 

 

16. How Do You Currently Segment Your Customer Base?

Knowing how the client segments their customer base allows the marketer to see which segments are currently being targeted, how they are being targeted and how effectively they are being targeted. 

Additionally, it also helps the marketer to understand the client’s budget, resources, and metrics for measuring the success of the segmentation efforts and identifying areas for improvement or optimisation. 

Furthermore, it also allows the marketer to identify potential gaps in the client’s customer segmentation strategy and fill them with new tactics or tools to increase the relevance and effectiveness of the marketing efforts.

 This knowledge can also help in creating a better customer experience, fostering customer loyalty, and building a strong relationship with the target audience. 

This also helps build a long-term relationship with the customer and better understand the customer’s needs.

Blue illustration banner

17. What Are Your Sales and Revenue Goals?

Understanding your client’s sales and revenue goals will help the marketer to understand the client’s financial objectives and develop a marketing strategy that aligns with those objectives. 

This allows them to develop a marketing plan that focuses on the metrics that matter most to the client and to track and report on progress towards those goals. 

This will build rapport and trust and encourage client retention. 

Additionally, it also helps the marketer to understand the client’s budget constraints, allocate resources in the most effective way, and identify cost-effective tactics and strategies that will still achieve the desired results. 

This will allow the marketer to set realistic expectations with their client. 

 

18. Are You Currently Using Any Referral Marketing or Influencer Marketing?

Marketers should ask their clients if they are currently using any referral marketing or influencer marketing because it helps the marketer to understand the client’s existing approach to these tactics and identify opportunities for improvement.

 Knowing if the client is currently using referral marketing or influencer marketing allows the marketer to see what tactics are currently being used, how they are being used and how effectively they are being used. 

Additionally, it also helps the marketer to understand the client’s budget, resources, and metrics for measuring the success of referral marketing and influencer marketing efforts and identifying areas for improvement or optimisation. 

19. Are You Currently Using Any CRM or Customer Data Management Tools?

Marketers should be sure to ask their clients whether or not they’re using a CRM or customer data management tool before crafting a marketing strategy. 

This gives the marketer insight into what tools are being used, how they’re being used, and how they’re performing. 

Beyond all of this, it helps the marketer to understand the client’s budget, resources, and metrics for measuring the success of customer data management efforts.

It also helps them identify potential gaps in the client’s customer data management strategy. Having this knowledge helps you create a better customer experience, to build customer loyalty, and to strengthen the bond between yourself and the audience you’re aiming at. 

This knowledge also helps you create long-term customer relationships and to get a better sense of the wants of customers.

20. Are You Currently Using Any A/B Testing or Multivariate Testing?

When marketers ask their clients if they are using A/B testing or multivariate testing, they get a better understanding of the client’s approach to testing and optimization as well as opportunities to improve. 

Marketers can see what tactics are currently being used, how they are being used, and how effective they are by knowing if the client is using A/B or multivariate testing. 

A marketer can also measure the success of testing efforts and identify areas for improvement by understanding the budget, resources, and metrics used by the client.

 The marketer is also able to identify potential gaps in the client’s testing strategy and fill them with new tools or tactics to increase efficiency and effectiveness.

 

21. How Do You Currently Handle Customer Feedback and Reviews?

In order to understand the client’s current approach to customer engagement and identify opportunities for improvement, marketers should ask their clients how they currently handle customer feedback. 

A marketer can gain a better understanding of how the client handles customer feedback and reviews by seeing what strategies are currently being employed, how they are employed, and how effectively they are employed. 

The marketer can also determine which areas for improvement or optimization can be identified by the client’s budget, resources, and metrics. 

Furthermore, it allows the marketer to identify potential gaps in the client’s customer engagement strategy and implement new tactics or tools to improve efficiency and effectiveness. 

 

22. How Do You Currently Handle Crisis Communication and Reputation Management?

Knowing how your client handles crisis communication and reputation can help the marketer identify opportunities for improvement. 

This knowledge helps the marketer see what strategies are being used, how they’re being used, and how successful they are being. In addition, it helps the marketer to understand the client’s budget, resources, and the metrics for measuring the success of reputation management.

 It also identifies areas for improvement or optimisation. Should a situation arise during your marketing campaign where you need to use crisis communication or reputation management methods, you will know exactly how your client would like you to handle this.

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23. Are You Currently Using Any Retargeting or Remarketing Campaigns?

A marketer should inquire if his or her clients are currently running any remarketing or retargeting campaigns because it helps the marketer to understand the current marketing strategies. 

Asking if a client is running retargeting or remarketing campaigns would enable a marketer to identify the client’s existing marketing methods, and understand what tactics are currently in use and how successful they have been. 

On the one hand, this understanding lets marketers find out what budget the client has, what resources they can rely on, and what kinds of measures they are expecting.

On the other hand, this information lets marketers find out what needs to be done to optimise these efforts.

It also allows marketers to identify potential gaps in the customer’s retargeting or remarketing strategy, and fill them with new tactics or tools. 

The knowledge also helps marketers create a better customer experience, and grow a loyal customer base. Building a relationship over time with a customer will also allow you to better understand the customer’s needs.

24. Are You Currently Using Any Social Media Marketing?

Marketers should ask their clients if they are currently using any social media marketing because it helps the marketer to understand the client’s existing approach to social media and identify opportunities for improvement.

 Knowing if the client is currently using social media marketing allows the marketer to see what tactics are currently being used, how they are being used and how effectively they are being used.

 As well as helping to understand their client’s current approach to social media marketing, it also helps the marketer to understand the client’s budget, resources, and metrics for measuring the success of social media efforts and identifying areas for improvement or optimisation. 

 

25. Are You Currently Using Any Email Marketing Campaigns?

By asking their clients if they are currently using any email marketing campaigns, marketers are able to better understand the client’s current approach to email marketing and identify areas for improvement. 

The marketer can see what tactics are currently being used, how they are being used, and how effectively they are being used by knowing if the client is currently engaging in email marketing campaigns. 

The marketing team can also identify areas for improvement and optimization by understanding the client’s budget, resources, and metrics. 

In addition, it allows the marketer to identify potential gaps in the client’s email marketing strategy and fill them with new tools or tactics to increase efficiency and effectiveness. 

 

26. Are You Currently Using Any Content Marketing?

Marketers should ask their clients if they’re currently using content marketing. 

A marketer might ask the client about the client’s budget, resources, and metrics for measuring the success of content marketing efforts.

 It also gives marketers the opportunity to identify gaps in the client’s content marketing strategy and implement new strategies or tools that will lead to greater efficiency and effectiveness in their marketing efforts. 

This knowledge can also be used to create a better customer experience, foster customer loyalty, and build strong relationships with their target audience. 

A personal relationship with your customer and a better understanding of the customer’s needs means they’re more likely to come back and purchase.

 

27. Are You Currently Using Any Search engine optimisation (SEO) or Search Engine Marketing (SEM)?

Marketers should ask their clients if they are currently using any search engine optimization (SEO) or search engine marketing (SEM) because it helps the marketer to understand the client’s existing approach to improving the visibility and ranking of their website or web pages in the organic search results of search engines, or through paid advertising on search engines. 

Knowing if the client is currently using SEO or SEM allows the marketer to see what tactics are currently being used, how they are being used and how effectively they are being used. 

Additionally, it also helps the marketer to understand the client’s budget, resources, and metrics for measuring the success of SEO and SEM efforts and identifying areas for improvement or optimisation. 

Furthermore, it also allows the marketer to identify potential gaps in the client’s SEO and SEM strategy and fill them with new tactics or tools to increase the efficiency and effectiveness of the marketing efforts. 

This knowledge can also help in creating a better customer experience, fostering customer loyalty, and building a strong relationship with the target audience. 

This also helps build a long-term relationship with the customer and better understand the customer’s needs.

blue digital marketing illustration banner

28. How Do You Currently Handle Lead Generation and Lead Nurturing?

Marketers should inquire about how their client currently handles the lead generation and lead nurturing because it can provide valuable insight into the existing strategies being utilised, the success of those strategies and possible ways to improve the effectiveness of lead nurturing. 

In addition, it helps the marketer to understand the client’s budget, resources, and how he or she measures the success of their lead generation and lead nurturing efforts, as well as potential areas for improvement or optimization.

 It also allows the marketer to identify potential gaps in the client’s strategy for lead generation and lead nurturing and fill them with new tactics or tools to increase the efficiency and effectiveness of the marketing efforts. 

With the knowledge I’ve just imparted, you can both create a better customer experience and offer the customer the service they need while fostering customer loyalty and ensuring a good rapport. 

In the long term, you’ll better understand the needs of the customer and be able to better understand how to create customer satisfaction.

 

29. Are You Currently Using Any Event Marketing or Sponsorships?

If you are marketing a brand, product, or service through live events like conferences, trade shows, or other gatherings, it will help to know if you have clients who are currently using any event marketing or sponsorships so you can understand their existing approach. 

Knowing if your client is using any event marketing or sponsorships will tell you what methods are currently being used, and if they are being used effectively. 

It also helps the marketer identify how the client plans to measure the success of marketing and sponsorship efforts. 

Moreover, the marketer can use this to spot places where improvements or optimisations are necessary or additional tactics or tools may be of use. 

Such knowledge will not only create a better customer experience but will foster customer loyalty and foster strong relationships with targeted audiences. It will also allow one to understand customers’ needs better.

 

30. How Do you Currently Handle Data Privacy and Compliance?

A marketer should inquire about their client’s data privacy and compliance requirements because it allows the marketer to learn about their approach to protecting and managing personal data, in addition to ensuring compliance with legal and regulatory requirements. 

That allows the marketer to see what approaches the client takes and how they take those approaches, to ensure a marketer doesn’t try to reinvent the wheel or pursue less effective strategies. 

Additionally, it also helps marketers better understand their clients’ budgets, resources, and metrics for data privacy and compliance by providing information on their efforts and recognising areas that need to be improved or optimised. 

Moreover, it allows the marketer to fill in potential gaps in the client’s data privacy and compliance strategy with new tactics and tools to maximise efficiency and effectiveness.

Additionally, this knowledge can enhance customer experiences, foster customer loyalty, and help build strong relationships. 

As well as helping build long-term relationships with customers and understanding their needs better, it also helps marketers comply with statutory and regulatory requirements, such as GDPR and CCPA, and avoid any potential legal implications.

Conclusion:

So there you have it!

We believe that digital marketing shouldn’t have to be intimidating or hard.

With the above questions, You are now equipped with all you need to know when partnering with a marketing consultant to boost your online efforts.

If you need help building your digital marketing strategy with the likes of Search Engine Optimisation or PPC Advertising, contact Get-Found today! 

Our team of experts are highly trained and experienced in the field and can help you take your business to new heights!

Written by

Lexi Kidson
Hi I’m Lexi! I am an SEO specialist at Get-Found. I’ve been helping the company grow from strength to strength in such a short amount of time…(read full bio)
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