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Email Marketing Questionnaire
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Company & Audience Profile
What is your company’s main product or service?
Who is your target audience? (Demographics, interests, pain points)
Do you have buyer personas defined? If yes, briefly describe them.
What is your unique value proposition?
Company & Audience Profile
Are you currently doing email marketing?
Yes
No
Which email platform or CRM do you use?
Mailchimp
Klaviyo
HubSpot
What is the size of your email list?
How often do you email your list?
Do you segment your email list? If yes, how?
What types of emails are you currently sending?
Newsletters
Promotional emails
Automated sequences
Transactional emails
Product updates
Goals & KPIs
What are your primary goals for email marketing?
Increase sales
Nurture leads
Build brand awareness
Increase website traffic
Boost customer retention
What KPIs do you track (if any)?
Open rate
Click-through rate
Conversion rate
Unsubscribe rate
Revenue per email
What results are you hoping to achieve in the next 3–6 months?
Content & Branding
What tone or voice should your emails use?
Professional
Friendly
Humorous
Inspirational
Do you have brand guidelines (colors, fonts, templates)?
What type of content resonates most with your audience?
Do you have any content assets available?
Blogs
Videos
Case studies
Whitepapers
Social media content
Automation & Strategy
1. Do you have existing automation sequences?
Welcome series
Abandoned cart
Post-purchase follow-up
Re-engagement
Product onboarding
Which automations do you want to set up or improve?
Do you want to A/B test subject lines, timing, or content?
Compliance & Technical Setup
Is your email list opt-in?
Is your domain authenticated? (SPF, DKIM, DMARC)
Do you use double opt-in?
Design Preferences
Preferred email layout:
Text-only
Image-heavy
Mixed
Preferred CTA styles or examples?
3. Examples of competitors’ emails you like.
Additional Notes
Anything else you’d like included in your email strategy?
Any campaigns or promotions coming up?
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