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StariVuk

Discovery questions

Post-meeting follow-up
Kris, Storyboard Agency

Hey guys,

first of all, thank you for the meeting today. It was genuinely exciting to hear more about what you're building, and I already see a huge amount of potential here, both in the short term and in terms of a long-term partnership that makes sense for both sides.

As promised, I'm sending over a set of questions that will help us understand your business, your goals, and your challenges in depth. I know the list looks long, but we want to come to you with concrete proposals, not generic offers. The better we understand how you operate, the better we can build something that actually moves the needle for you.

Feel free to answer in whatever format is easiest for you, bullet points, a call, voice message, whatever works. No pressure to answer everything at once either.

Looking forward to building something great together.

Regards,
Kris
Storyboard Agency

00 Basic contact info
Full name(s)
Company legal name
Email address
Phone number
City / Country
Website / Social media
01 Company overview & structure
1.
How long has your company been operating, and how did it start?
2.
How many people work in the company right now? Please break this down between in-house staff, subcontractors, and freelancers if possible.
3.
What are the different roles within the company? (project managers, site supervisors, admin, sales, etc.)
4.
Where are you currently located and in which geographic regions do you primarily operate?
5.
Are you looking to expand into new regions or markets, or deepen your presence where you already are?
6.
Do you have multiple offices or is everything run from one location?
02 Services, trades & workforce
7.
Out of all the trades/services you offer, which ones are your core focus and generate the most revenue?
8.
Which trades do you have workers for in-house, and which do you fill through subcontractors or external partners?
9.
What is the current size of your workforce per trade? (even rough estimates help)
10.
What nationalities or countries do your workers typically come from?
11.
Is there a trade or service area where you consistently struggle to find enough qualified workers?
12.
Do you currently have a process for onboarding new workers or subcontractors? How does that work today?
13.
Are there trades or services you want to add to your portfolio but haven't yet due to workforce or resource constraints?
03 Clients, projects & revenue
14.
Who are your typical clients? (private homeowners, real estate developers, municipalities, industrial companies, etc.)
15.
What's the average project size in terms of value? What's the range from smallest to largest deal you close?
16.
How do you currently get new clients? (referrals, tenders, online, direct outreach, etc.)
17.
Do you have any notable or landmark projects you're proud of that we should know about?
18.
What percentage of your business comes from repeat clients vs. new clients?
19.
Are there specific industries or client types you'd most like to attract more of?
04 Pricing & margins
20.
How do you price your services? (hourly rates, fixed project price, m² pricing, etc.)
21.
Which trades or services carry the highest profit margins for you?
22.
Are there services that are low-margin but you offer because they open doors to bigger contracts?
23.
Do you feel your pricing is competitive in the market, or is there room to charge more?
24.
What does a strong month look like for you in terms of revenue? What does a bad month look like?
05 Challenges & pain points
25.
What are the top 3 things that slow your business down or cost you the most time and money right now?
26.
Is finding and keeping qualified workers your biggest operational challenge? If yes, describe what the problem looks like in practice.
27.
Do you struggle with getting enough leads and projects, or is the bottleneck more on the operational/delivery side?
28.
How do you handle project management and coordination today? Are there tools you use or is most of it done manually?
29.
Are there admin tasks (quoting, invoicing, scheduling, reporting) that eat too much of your team's time?
30.
Have you ever lost a big project or a good client due to something that could have been prevented? What happened?
31.
How satisfied are you with your current online presence (website, social media, Google visibility)?
06 Technology & digital tools
32.
What software or digital tools does your team currently use? (CRM, ERP, scheduling, accounting, communication, etc.)
33.
Are there tools you're paying for but not really using, or tools you wish existed?
34.
How tech-savvy is your team? Would they be able to adopt new digital tools with some training, or is there resistance to that?
35.
Have you experimented with AI tools in any part of your business so far?
36.
Do you have a platform or system where workers or subcontractors can register, apply for jobs, or be managed?
This is relevant for us to understand what already exists vs. what we might build.
07 Marketing & visibility
37.
Do you currently run any paid advertising? (Google Ads, Meta, LinkedIn, etc.) If yes, what results are you getting?
38.
Are you actively posting on social media? Which platforms and how often?
39.
Do you show up on Google when people search for your services in your area? Have you checked your SEO rankings?
40.
Do you have a Google Business Profile, and is it actively maintained?
41.
Do you have any content (videos, photos, case studies) from your past projects that we could use for marketing?
42.
Have you worked with a marketing agency before? What did they do, and were you happy with the results?
08 Vision, goals & collaboration expectations
43.
Where do you want your company to be in 3 years? What does success look like to you?
44.
What is the single most important thing you want to fix or improve in your business in the next 12 months?
45.
What would the best-case scenario look like if our collaboration goes really well? Be as specific as possible.
46.
Are you open to performance-based or revenue-share models, where we grow together as you generate more business through our work?
47.
Are there things you tried before that absolutely didn't work and you never want to do again?
48.
What does a good agency partner look like to you? What matters most: communication, results, speed, strategy?
49.
What budget range are you comfortable with for digital services on a monthly basis? (rough range is fine)
50.
Is there anything else about your business, your market, or your situation that you think we should know before we put together a proposal?
You don't have to answer every question right now.
Submit what you have and we'll take it from there.
StariVuk
starivuk.com
Prepared by Kris · 2026