Ruckus Collective
Discovery Brief
Date
Reference No.
Prepared by
Version 2.0
01 — The Client
Business / Brand Name
Website URL
Industry / Category
No. of Employees
1–5
6–20
21–100
101–500
500+
Years in Operation
Annual Revenue
Under $1M
$1M–$5M
$5M–$20M
$20M+
Primary Contact
Full Name
Title / Role
Email
Phone
LinkedIn
Decision Maker (if different)
Name
Title
Email
02 — The Challenge
What is the primary business problem you are trying to solve?
What have you tried before? What worked, what didn't?
What does success look like in 12 months?
What is the single most important commercial outcome from this engagement?
2A — Commercial & Performance Detail
Feeds the Marketing Intelligence System (Stage 2 audit and package recommendation).
Business Model
B2B
B2C
D2C
SaaS
Marketplace
Services
Retail / ecommerce
Hospitality
Margin Profile
High (SaaS / consulting / services)
Medium
Low (retail / hospitality / volume)
Average Deal Size / Customer Value
Typical Sales Cycle Length
Current Performance Snapshot (if known)
New Leads / Enquiries per Month
Website Conversion Rate
CAC / ROAS (if tracked)
Email List Size
Social Following (by platform)
Best-selling Product / Service
Will you grant analytics / ad-account access for the audit?
Yes, full access
Partial
No, public signals only
May we use your results and story in Ruckus marketing?
Yes
Anonymised only
No
Rank Your Top 3 Goals (most important first)
03 — Current State
Current Marketing Setup
In-house team
Multiple agencies
Single agency
No formal marketing
Other:
Active Channels
Google Search
Google Shopping
Meta
LinkedIn
TikTok
Email / CRM
SEO
Programmatic
PR / Editorial
Print
Radio
OOH
Other:
Monthly Marketing Spend
Under $2K
$2K–$10K
$10K–$50K
$50K+
Unknown
CRM System in Use
Who Makes Your Marketing Decisions?
Analytics / Tracking in Place
GA4
Meta Pixel
Google Tag Manager
CRM-integrated
None
Unsure
04 — Audience
Primary Target Customer Description
Secondary Audience (if any)
Geographic Focus
NZ only
NZ + AU
Global
Other:
What Does Your Best Customer Value Most About You?
05 — Brand
Three Words That Describe Your Brand
Current Brand Assets Available
Logo files
Brand guidelines
Professional photography
Video content
None
Are You Satisfied With Your Current Brand Identity?
Yes
No
It's a work in progress
Notes
Key Competitors
What Makes You Different From Competitors?
06 — Budget and Timing
Total Monthly Marketing Investment Available
Under $3K
$3K–$8K
$8K–$15K
$15K–$30K
$30K+
Project-based
Separate Media Spend Budget ($/month)
When Does This Engagement Need to Start?
Start Date Notes
Upcoming Key Dates or Campaign Launches
Preferred Engagement Structure
Month-to-month
6-month
12-month
Project
Unsure
Internal — Not for Client Distribution
07 — Internal Use Only
Discovery Call Notes
Recommended Package Tier
SPARK — $2.5K/mo
IGNITE — $4.5K/mo
BLAZE — $7.5K/mo
WILDFIRE — from $15K/mo
Estimated Media Spend Recommendation ($/month)
Confidence Level
Strong fit
Likely fit
Explore further
Not a fit
Red Flags or Concerns
Recommended Next Step
Send proposal
Schedule strategy call
Request more info
Decline
Follow-Up Date
Assigned To
Paige
Annette
Both
Internal Notes
Send to Geenee CRM
Creates a Contact and a "New Discovery" opportunity in Geenee instantly. Internal fields are included for the opportunity record.
Send to Geenee