Category Question Check Notes/Details
Business Overview Understand the client’s business, products, and services.
Identify the client's primary goals for content marketing. (Awareness, lead gen, etc.)
Clarify the target audience for content marketing efforts.
Current Content Strategy Review the client’s existing content strategy (if any).
Analyze the types of content they currently produce (blogs, videos, infographics, etc.).
Identify which platforms they currently use for content distribution (website, social media).
Understand what’s working well and any challenges they are facing in their current strategy.
Content Objectives Define specific goals the client wants the content to achieve (engagement, conversions, SEO).
Determine key performance indicators (KPIs) they are tracking for content success.
Identify whether the client wants to focus on organic or paid content strategies.
Clarify content publishing frequency (daily, weekly, monthly).
Target Audience Confirm the ideal reader/viewer personas for content targeting.
Understand any established user personas the client has.
Identify the content types that resonate best with the target audience (educational, entertaining).
Content Types Determine the preferred content formats (blogs, case studies, eBooks, videos, etc.).
Decide on the mix of long-form vs. short-form content.
Balance between educational and promotional content based on client needs.
Content Distribution Assess the platforms the client wants to focus on for content distribution (website, social media).
Understand the client’s preferences for SEO and paid promotion strategies.
Determine if email marketing or newsletters will be part of the distribution strategy.
Explore opportunities for content syndication or guest posting.
Competitor Analysis Identify key competitors in content marketing.
Analyze competitor strengths and weaknesses in content efforts.
Determine what differentiates the client’s content from competitors.
Content Creation Resources Clarify whether the client has internal content creators or will need external support.
Understand if there are internal content approval processes in place.
Check if the client has a brand style guide to maintain tone and visual consistency.
Budget & Timeline Confirm the estimated budget for content marketing efforts.
Determine the timeline for content creation and publication.
Identify any upcoming launches or campaigns that require content.
Success Metrics Define what success looks like for the client in content marketing (awareness, conversions).
Set expectations for results within 3, 6, and 12 months.
Clarify if the client is focused more on brand awareness or driving conversions.