Brand Shepherd Pre-Call Form
In order to make our call as productive as possible it would be helpful to gather some information from you before hand. Please note that your information will be kept strictly confidential and will not be shared without your written consent.
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Email *
Business Overall
Business name
Business description (what does the business do?)
Where is the business located? (business location)
Since which year has the business been in operation?
How many permanent employees does the business have?
In what type of premises does the business operate?
Clear selection
Is the business registered with the companies and intellectual property commission (CIPC)?
Clear selection
What is your registered business name?
What is your business registration number?
What is the business's legal form of ownership?
Clear selection
What name are you trading under? *
Is the business registered for income tax?
Clear selection
If you are a sole proprietor do you make provision for your business income in your personal tax submissions to SARS?
Clear selection
Is the business VAT registered?
Clear selection
Who does the Accounting for the business? (name of person &/or business)
What is the current yearly turnover of the business in Rands?
Clear selection
Business Marketing
Roughly how many customers do you currently have?
Clear selection
What is the nature of your customer? How would you describe your average customer? (Age, gender, purchasing habits, personality, lifestyle, etc.)
Why does your customer purchase your product or service? (What need does it fulfill in their lives?)
How do you stay in touch with your customers? (email, whatsapp, etc.)
How often do you communicate with your customers?
What tools do you currently have in place to market your business? (check all that apply)
Please provide a link to your website.
Please provide a link to your social media profiles. (Facebook, Twitter, YouTube, etc.)
What is your understanding of marketing? What is marketing to you?
Are you happy with the amount of customers and sales you currently have? Please explain...
What marketing strategies have you used before to increase sales or gain new customers?
What are you currently struggling with in the area of marketing? What do you need help with?
Do you have any finances that you can invest in marketing your business?
Clear selection
What would you like to gain from Brand Shepherd?
Any questions that you have about our services?
Business owner vision
What is your name and surname? (business owner)
What role do you play in the business?
Why did you start the business?
What is your long-term vision for the business?
What is your short term vision for the business?
Business owner personal details
What is your current age?
Clear selection
What is your biological gender?
Clear selection
What is your highest level of education?
Clear selection
If you have post high school education, what field is it in?
How did you gain the skills you needed to run your business?
Population group
Clear selection
What is your first language?
What is your country of origin? (Citizenship)
Email address
Cell phone number
Do you have any specific questions for Dylan?
Any other comments?
A copy of your responses will be emailed to the address you provided.
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