If you plan on taking advantage of the offer for a free marketing plan, then you need to know what you have to get together before you have the discovery meeting with your consultant. Your consultant will then create your free marketing plan that will include recommendations for what additional marketing services can help your business.
You need to know everything obtainable about your customers. This list will get you started. You will need their age, sex, marital status, income levels, education levels, geographic locations, where they shop, if they go to church, if they have kids, ages of children, political affiliation, what they like about your company, what they don't like, why they shop with you, what they value about your products/services, what they like the most/least about products/services, and whether prospects are unaware of your brand or products/services. Customers want you to know certain things about them and if you do, they will remain loyal to you as you take time to know them.