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What to Prepare Before the First Consultation
The first discussion with a digital marketing agency can seem overwhelming if you don't know what information is relevant. Often, clients come with scattered data or unclear expectations, which delays finding the right solutions. I've noticed that when a potential client comes prepared with a few concrete elements, the first consultation becomes much more productive and we can move directly to analyzing the real problems.
It's not about a complicated document or hours of preparation. It's about gathering a few pieces of information that any online store already has, but which are often not organized for a strategic discussion. Here's what helps the most:
- Access to data from Google Analytics or another analytics platform – it doesn't have to be perfectly configured, but enough so we can see traffic, sources, and user behavior.
- A list of the most frequent questions or objections you receive from clients – these reveal where the friction is in the purchasing process.
- Examples of product pages or landing pages you consider underperforming – we will analyze them together and identify what can be improved.
- A clear picture of your short and medium-term goals – they don't have to be exact figures, but the direction you want to go.
During the consultation, we will discuss these points and establish priorities together. It's not a formal presentation, but a conversation where we try to understand your specific context. Often, we discover together problems you hadn't noticed before, such as a checkout flow that loses customers or a product page that doesn't answer essential questions.
If you don't have all the data at hand, that's not a problem. We can start with what you have and, along the way, identify what additional information would be useful. The important thing is to have a concrete starting point, not an abstract discussion about "optimization" without a real context.
After the first consultation, you will receive a written summary of the discussion and some initial recommendations, with no obligation. The goal is to see if our way of working fits your needs.