Client Prequalification Form for AI Marketing & Growth Services

Thank you for your interest in working with us! This form helps us understand your needs and determine if we’re the right partner for you. Please complete it before scheduling a consultation.

What type of business do you own or represent? *

Small Business or Entrepreneur (local or online)

B2B Technology or SaaS Company

Marketing or Consulting Agency

Health & Wellness / Healthcare Business

Restaurant, Retail, or Consumer Brand

(Select one)

What services are you most interested in? *

AI Training Workshops

AI Marketing Strategy & Implementation (audits, automation, tools, workflows)

Fractional Chief Marketing Officer (CMO) Services

Branding & Growth Strategy

Digital Advertising (Facebook, Instagram, LinkedIn, YouTube, TikTok)

Reputation Management & Online Reviews

Speaking Engagements

Business Funding & Growth Advisory

Other (please specify)

(Check all that apply)

What other services are you most interested in? *

What is your current marketing budget for this project? *

$5,000 – $10,000

$10,000 – $20,000

$20,000+

I’m not sure, but I’d like your recommendation

(Our minimum engagement starts at $5,000.)

Have you worked with a marketing strategist or agency before? *

Yes, currently working with one

Yes, but looking for a better fit

No, this will be my first time

What are your primary goals for this project? *

Corporate Upskilling

Build or optimize AI-driven marketing systems

Generate more qualified leads & sales

Increase brand awareness & visibility

Improve online reputation & customer reviews

Launch or scale a new product/service

Automate workflows and save time/resources

Book speaking engagements or media features

Other (please specify)

(Check all that apply)

What are other your primary goal for this project?

How soon are you planning to move forward? *

ASAP (within 2 weeks)

In the next 1–2 months

I’m just gathering information

How did you hear about us? *

Google Search
Your Website
LinkedIn
Instagram
Facebook
Threads
Podcast
Referral
Word of Mouth
Other
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Anything else you’d like us to know before we connect?

Contact Information

First Name *

Last Name *

Email *

Phone

Organization

Website/LinkedIn Page

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

Next Step: Once you submit this form, we’ll review your responses and follow up with recommended next steps before confirming your consultation.