Client Discovery Brief · A Tiny Planet

01

Company Overview

Full brand / legal entity name *

Website URL *

Products / instruments offered *

e.g. Forex, indices, commodities, crypto CFDs, stocks, ETFs

Trading platform(s)

e.g. MT4, MT5, cTrader, proprietary platform

Active social media channels *

Include all channels with URLs or handles — Facebook, Zalo, Telegram, YouTube, LinkedIn, etc.

02

Vietnam Market Situation

Current presence in Vietnam *

Not entered yet Soft launch / testing Active with existing clients Local office / team

Do you have Vietnamese-language content or marketing materials?

Yes Partial / in progress No

Links to existing Vietnamese content (if any)

Competitors most active in Vietnam

e.g. Exness, XM, FXTM, Vantage, ACY, IC Markets

03

Target Audience

Ideal client profile in Vietnam *

Age range, income level, trading experience, typical occupation or background

Who are you primarily targeting? *

Retail traders IB / affiliates Institutional All three

What motivates your target audience to choose a CFD broker?

e.g. low spreads, local customer support, bonuses, platform quality, brand trust, education, community

04

Marketing Goals & Priorities

Primary objectives for Vietnam *

Brand awareness Lead generation Client acquisition IB / affiliate recruitment Community building Client retention Trading volume growth Other (specify below)

Other goals or additional context

How will you measure success?

e.g. number of new funded accounts, cost per lead, follower growth, trading volume increase

Expected timeline to launch or scale in Vietnam

Immediately Within 3 months Within 6 months Planning phase only

05

Marketing Services Needed

Services you already handle in-house

This helps us identify where we add the most value and avoid duplication

06

Budget & Engagement Model

Monthly marketing budget range (USD) *

Preferred engagement structure

Monthly retainer Project-based Performance / hybrid Open to proposals

07

Point of Contact & Next Steps

Your full name *

Job title

Email address *

Preferred communication channel

Contact handle or number for preferred channel

Anything else we should know before our first call?

Specific concerns, past agency experiences, internal requirements, must-haves, deal-breakers

Company Overview

Vietnam Market Situation

Target Audience

Marketing Goals & Priorities

Marketing Services Needed

Budget & Engagement Model

Point of Contact & Next Steps

Brief received.