TRUEX — Client Discovery Questionnaire
TRUEX — Client Discovery
New Client Questionnaire

Tell Us About
TRUEX.

Before we build your go-to-market strategy, we need to understand exactly what TRUEX is, who it serves, and where you want to take it. Answer honestly — the more specific you are, the better the work we can do together.

Progress 0 / 20 answered
Business Overview
01 — BUSINESS DESCRIPTION
How would you describe TRUEX in your own words — what does it do and who does it serve?
Answer as if explaining to someone who has never heard of it.
Services Offered
02 — CURRENT SERVICES
Which of the following services does TRUEX currently provide?
Select all that apply.
03 — SERVICE DETAIL
Describe any services in more detail, or add services not listed above.
04 — TENANT VETTING
What does your vetting process look like for small business tenants?
e.g. credit score thresholds, business plan review, time in business, financial statements, etc.
05 — LANDLORD VETTING
What does your vetting process look like for landlords and property owners?
How do you qualify a landlord for your TRUEX network? What disqualifies them?
06 — SPACE TYPES
What types of commercial spaces does TRUEX specialize in placing businesses into?
Select all that apply.
07 — FEE STRUCTURE
How does TRUEX get paid? Describe your current fee structure for both tenants and landlords.
e.g. flat placement fee, landlord commission, subscription model, hybrid, etc.
Current State of the Business
08 — PLACEMENTS TO DATE
How many clients or placements has TRUEX completed to date?
09 — CLIENT ACQUISITION
How are you currently finding clients — tenants and landlords?
Word of mouth, referrals, networking, social media, etc.
10 — EXISTING BRANDING
Do you have any existing branding, marketing materials, or a website for TRUEX?
11 — SOCIAL MEDIA
What social media platforms, if any, does TRUEX currently have a presence on?
12 — TEAM STRUCTURE
Are you operating solo or do you have a team? If a team, describe their roles.
Go-To-Market Timeline
13 — LAUNCH DATE
When are you targeting a formal public launch of TRUEX?
Give us a specific date or quarter, or tell us what milestones need to happen first.
14 — HARD DEADLINES
Are there any hard deadlines, events, or announcements tied to this launch?
e.g. partnership announcements, press coverage, city events, personal milestones.
15 — PHASE ONE
What does Phase 1 of your rollout look like? Who are you targeting first — tenants, landlords, or both?
16 — MARKET EXPANSION
Is TRUEX launching Worcester-only, or do you have plans to expand to other markets?
If expanding, which markets and when?
Goals & Vision
17 — 12-MONTH GOALS
What are your top 3 business goals for TRUEX in the first 12 months after launch?
Be specific — placements, revenue targets, landlord network size, press coverage, etc.
18 — 3-YEAR VISION
What does success look like for TRUEX in 3 years?
19 — UNIQUE PROBLEM
What is the single most important problem TRUEX solves that no one else is solving in Worcester right now?
20 — COMPETITION
Who do you see as TRUEX's primary competition — direct or indirect?
Other brokers, advocacy groups, city programs, DIY resources, etc.
21 — DIFFERENTIATION
Why would a small business owner choose TRUEX over going directly to a landlord or broker?
Target Audience & Marketing
22 — IDEAL CLIENT
Describe your ideal small business owner tenant in detail.
Industry, age range, experience level, stage of business, geographic area, etc.
23 — PRIORITY DEMOGRAPHICS
Are there specific communities, demographics, or industries TRUEX is prioritizing in its outreach?
e.g. women-owned businesses, immigrant entrepreneurs, hospitality, health & wellness, etc.
24 — MARKETING CHANNELS
What channels do you believe will be most effective for reaching your ideal tenant client?
Select all that apply.
25 — BRAND GUIDELINES
Do you have any brand guidelines, colors, tone of voice, or visual identity established for TRUEX?
26 — BRAND INSPIRATION
Are there any brands or marketing campaigns you admire and would want TRUEX to feel similar to?
Partnership with VIDIA
27 — SERVICES NEEDED
What marketing and creative services are you most immediately in need of?
Select all that apply.
28 — ANYTHING ELSE
Is there anything else about TRUEX, your vision, or your expectations from this partnership that you want VIDIA to know?

Your responses go directly to the VIDIA team. We'll follow up within 48 hours to schedule your strategy brief call.