Help us, Help you. Questionnaire Client Discovery Form - Real Estate Client Discovery Questionnaire – Real Estate 1. Business Overview Business Name: Markets Served: Years in Business: Primary Focus: Buying Selling Both Team or Solo: 2. Branding & Messaging Current Brand Identity: Desired Brand Perception: Existing Brand Materials: Unique Selling Proposition: 3. Ideal Client Profile Describe Ideal Client: Client Pain Points: Typical Lead Source: Client Media Habits: 4. Marketing & Advertising History Previous Marketing Efforts: Campaign Performance: Current Tools/Platforms: Lead & ROI Tracking: 5. Goals & Expectations Top 3 Business Goals: Specific Promotions/Focus: Monthly Lead Goal: Definition of Success: Submit
