Your Self-Audit: Onboarding & Homework

Hello! We’re working with you on a project that requires a bit of background information to help us understand where you’re at currently with your business, and what some of your goals are moving forward.

To help us do this, and to help focus your mind on the objectives for this project, we’ve put together this self-audit task. It’s pretty simple - here’s how it all works!

The process:

So - the self-audit is something that most of our clients fill in, whether we’re then moving on to produce branding design or whether we’re jumping to a website project or some photography/video, or some SEO and marketing services. It’s a great reference for us, and we will consult this repeatedly during the design phase of your project - so it’s not a task to be rushed or to think of as trivial.

Once we have the below information, you may have another bit of homework, or we may be ready to commence with your project.

Homework:

Business Name

Website Address

Your primary domain here.

Contact Email

Social Media Links

Please list all your business social media links here!

Project Deadlines and Expectations

I realise that the expected delivery timescales outlined are based on an expectation of swift feedback whenever work is presented to me. I recognise that feedback that takes longer than 72 hours from the time of submission will likely add additional time to the overall process. In the event that projects run on significantly, we reserve the right to levy additional admin fees.

Summary Biography

Here, we're looking for a bit of info on you and your business - how it got started, what inspired you to get it going, what else you're interested in that feels relevant.

Business Inspiration and Influences

Here, we're looking for factors that have influenced and inspired the direction of your business, and any business philosophy that you feel strongly should be front and centre in any designed collateral.

Goals: for the Business

Here, we're looking for a rundown of what your business goals are in light of the project that we're working on together. You might wish to outline the current status of anything that you'd like to change, e.g. sales levels, pricing, type of customer you're attracting, etc.

Goals: for the Collateral

Here, we're looking for the specific goals you have for the thing we're working on together. What should it do for you that makes your life easier? Think beyond the obvious here, and see if there's any part of your working process that our project here can improve.

Your Own Work: Differential Factors

This is super important: let us know the important and meaningful ways that you feel your work differs from that of your competition.

Your Own Work: Positioning vs. the Competition

Who are your competition? How do you differ from them? How do you wish to be defined in the context of your market?

Your Own Work: Strengths

What are the key strengths of your business - the things you're known for, or would like to be known for?