Needs Assessment — Community Lab

Section A

About Your Business

Company name *

Your name *

Your role / job title *

Work email *

Company size

Industry / sector

In one sentence, what does your company do?

What are your top 1–2 commercial priorities right now?

What is your biggest challenge right now?

What does success look like in 12 months?

Ideal timeline to get started

Budget range

Section B

Complete this section if you are interested in community building.

Do you have an existing community or are you starting from scratch?

Starting from scratchWe have something but it's not workingWe have an active community and want to grow it

If you have an existing community, which platform is it on?

Who is your target community audience?

How many members are you aiming for in year one?

What have you tried before to build community or engage this audience?

What has worked? What hasn't?

What types of content or events do you think would resonate with your audience?

Section C

Complete this section if you are interested in lead generation support.

Section D

Complete this section if you are interested in customer success or retention support.

What is your approximate current customer retention rate?

What does your current post-sale customer journey look like?

What are the main reasons customers churn or don't renew?

Do you have a formal renewal or upsell process?

YesNoIn development

Are you looking to reactivate any lapsed customers?

YesNoMaybe

Is there anything else you'd like us to know before our call?