August 17th, 2023 | 2 min. read
By Kim Kovelle
Find out exactly how marketing with Zoe Marketing & Communications works in a free guide.
Marketing can feel overwhelming. Where do you start? What strategies work best?
That’s where a client needs assessment (CNA) comes in. Here at Zoe Marketing & Communications, it’s our first step in helping you clarify your business goals and craft a strategy tailored to you.
Think of it as a conversation, not a quiz. No pressure, no right or wrong answers — just a collaborative deep dive into your challenges and opportunities.
Download Your Guide to Marketing With Zoe
From the first steps and your role in success to specific services, pricing and success stories, learn all about partnering with Zoe.
When a Zoe CNA happens and what it looks like
A CNA takes place after three key steps:
- You complete the “Talk to Us” form on Zoe’s website.
- A Zoe marketing strategist follows up within 1-2 business days with a welcome email, video, and quick survey.
- You schedule your CNA call at a convenient time.
What to expect in your CNA call:
- A 30-60 minute conversation (video or phone) that fits your schedule.
- A relaxed, insightful chat — no sales pressure.
- A deep dive into your business, audience and marketing needs.
How to prepare for your CNA (+ download the questions for free)
Preparing for your CNA helps maximize the conversation and clarify your goals. It’s not homework — but it helps!
Zoe provides the questions in advance, so you can think through your responses.
Some of the key questions include:
- Tell us about your business: Website, social presence, services?
- What are your top business priorities? What’s working? Where do you need growth?
- What makes your company unique? How do you stand out from competitors?
- Who’s your ideal customer? Age, income, location, interests.
- What marketing have you tried before? What worked — and what didn’t?
- How do you define success? What metrics matter to you?
- Who makes marketing decisions in your company? What’s the approval process?
You can also download Zoe’s CNA worksheet here:
What Zoe does with your CNA results
After your CNA, Zoe’s marketing team reviews your insights to craft a custom plan.
The next steps:
- Within 1-2 business days, Zoe creates your marketing proposal.
- A follow-up call (30-60 minutes) walks through your plan in detail.
- You decide if the plan is right for you. If so, onboarding begins. If not, no cost or obligation.
Your next steps for success with Zoe marketing
Marketing can feel overwhelming — but a CNA gives you clarity. It’s your chance to define your goals, assess your options and get expert guidance.
Zoe’s CNA puts your business first. You get to decide whether the plan fits your vision.
Ready to take control of your marketing strategy? Talk to us at Zoe Marketing & Communications. Not quite ready? Empower yourself with these marketing next steps:
Download Your Guide to Marketing With Zoe
From the first steps and your role in success to specific services, pricing and success stories, learn all about partnering with Zoe.
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