Business Questionnaire

Please complete this questionnaire before your kickoff session with the Pixeld team. Your answers help us make the most of our time together — the more detail you give, the more tailored your On Ramp will be from Day 1.

1Your Details

2Your Business

3Your Goals

4Your Marketing

5Your Customers

6Practical Details

Full Name(Required)

First Last

Business Name(Required)

Job Title

Website

Phone Number

Email Address(Required)

What does your business do, and who do you do it for?(Required)

One or two sentences is plenty. We use this as the foundation for your positioning statement and AI Style Guide — we’ll refine it together.

How long have you been in business?

Roughly is fine.

How many customers or clients do you have right now?

An estimate is fine. This helps us calibrate the depth of your ICP research.

What is the one number that matters most to your business right now?(Required)

Could be revenue, leads per month, conversion rate, or customer count. Tell us where it sits today and where you want it to be. We use this as the north star for your 90-day campaign plan.

What does success look like for your business in the next 12 months?(Required)

Be as specific as you can. Vague goals produce vague strategy — the more precise you are, the more targeted your marketing will be.

What is the biggest thing standing between where you are now and where you want to be?(Required)

This is often where the real marketing problem lives — and it’s usually not what clients initially say it is.

What marketing activities are you currently doing?(Required)

Include roughly how much time or money you’re spending on each. We need a clear picture of your starting point so we don’t duplicate what’s working or repeat what’s failed.

What marketing have you tried in the past that hasn’t worked?

And why do you think it didn’t? Previous failures tell us as much as successes.

Is there any marketing you’re doing right now that you’d describe as actually working?

Even small wins count. They tell us something about your audience and what resonates.

Describe your best customer — not your average one, your absolute best.(Required)

What do they look like, what do they care about, and why do they love working with you? This is the foundation of your Ideal Customer Profile.

Think about a customer you won recently. Why did they choose you over the alternatives?

The language people use when they explain why they chose you is often your strongest marketing copy.

Think about a customer you lost, or a prospect who didn’t convert. Why do you think that happened?

Lost opportunities reveal objections and positioning gaps that we can pre-empt in your marketing.

Who do you consider your main competitors, and what makes you different from them?

Honest competitive awareness helps us find the positioning angle that is genuinely ownable for your brand.

If you could only say one thing to a potential customer before they decided whether to talk to you, what would it be?(Required)

Don’t overthink this — gut instinct is useful. This often becomes the core of your value proposition.

What is your current HubSpot situation?(Required)

Your HubSpot setup determines which On Ramp package applies and how much setup work is needed in Phase 1.

How long have you been using HubSpot?

Leave blank if you don’t use HubSpot.

Is there anything else you want us to know before we meet?

Tell us anything about your business, your team, your industry, or any concerns you have about this engagement. Some of the most useful context we receive comes from here.