Digital Product Strategy Intake

Business Information

The basics about your business.

What is the name of your business?

What is your website address?

What is the name of the owner or primary contact?

What is the primary contact's email address?

What is the primary contact's phone number?

What industry or business category are you in?

What geographic area do you serve?

How many years have you been in business?

Briefly describe what your business does.

What products or services do you currently sell?

Revenue and Business Performance

What does your business earn in an average month?

Which product or service currently generates the most revenue?

What is the approximate average value of one customer or client?

Approximately how many active customers or clients do you currently have?

Which products or services are the most profitable?

Which products or services are the least profitable?

Do you currently earn recurring monthly revenue?

Yes No

If yes, approximately how much recurring monthly revenue do you currently earn?

Where does your recurring revenue currently come from?

Business Goals

What monthly recurring-revenue goal would make this worthwhile?

What total monthly revenue would you like the business to reach?

How quickly would you like to reach your recurring-revenue goal?

What parts of the business do you most want to grow?

Which work do you most want to stop doing personally?

Which work currently takes the most time?

Which services are the most difficult to deliver consistently or profitably?

What would make this project feel successful one year from now?

Ideal Customers

Who is your ideal customer?

What type of customer do you work with most often today?

What problems do customers usually hire you to solve?

What questions do customers ask most often?

What objections or concerns prevent customers from buying?

What results do customers value most?

Why do customers choose your business instead of a competitor?

Are there any types of customers you do not want to serve?

Existing Audience

Approximately how many email subscribers do you have?

Which email marketing platform do you use?

Approximately how many total social media followers do you have?

Approximately how many people visit your website each month?

Do you have any partnerships, referral sources, associations, communities, or professional relationships that could help promote a new product?

Existing Materials and Assets

Describe the most valuable materials, documents, templates, or systems you already have.

Which existing materials are you willing to turn into products?

Are there any materials that cannot be shared, republished, licensed, or sold?

Do you own the rights to the materials you want to use?

Yes No Not sure Some materials only

Expertise and Repeatable Knowledge

What subjects are you most qualified to teach or advise others about?

What processes have you developed or perfected?

What tasks do you perform repeatedly for customers?

What do customers, employees, or colleagues regularly ask you for help with?

What knowledge do you have that customers or competitors currently pay for?

What measurable results have you produced for customers?

What parts of your service could be turned into a checklist, template, report, guide, assessment, or training program?

Product Preferences

Which pricing approach interests you most?

Are you comfortable appearing in videos?

Would you prefer products that require little or no ongoing customer support?

Yes No Some support is acceptable Not sure

Would you consider offering a membership or subscription?

Yes No Maybe Not sure

Would you consider licensing your materials to other businesses?

Yes No Maybe Not sure

Time, Budget, and Resources

How many hours per week can you devote to creating the product?

How many hours per week can you devote to marketing the product?

How much are you willing to invest initially?

Do you have employees, contractors, or partners who can help?

Which tasks can someone else handle for you?

Which tasks must you personally handle?

Technology

What website platform do you currently use?

Do you currently have a membership, course, or customer portal?

Yes No In development Not sure

Do you want the new product sold through your current website?

Yes No Maybe Not sure

Which software or business tools do you currently use?

Are you currently using AI tools in your business?

Yes No Occasionally Not sure

If yes, which AI tools do you use and what do you use them for?

Limitations and Risks

What types of work do you not want to perform?

What kind of customer support do you want to avoid?

Are there any legal, licensing, privacy, regulatory, or confidentiality concerns?

Are there any products, services, industries, or strategies you do not want recommended?

What do you believe could prevent this project from succeeding?

Challenges and Opportunities

What is your biggest business challenge right now?

What is your second-biggest business challenge?

What is your third-biggest business challenge?

What is the biggest opportunity available to your business right now?

What other business opportunities should be considered?

Is there anything else we should know before developing your strategy?

MEDIA MASTERS
Digital Product Strategy Assesment

Business Information

Revenue and Business Performance

Business Goals

Ideal Customers

Existing Audience

Existing Materials and Assets

Expertise and Repeatable Knowledge

Product Preferences

Time, Budget, and Resources

Technology

Limitations and Risks

Challenges and Opportunities

Thank you — your intake has been submitted.