About You

First Name

Last Name

Role at Company / Job Title

Phone *

Email *

Business & Goals

In one or two sentences, what does your business do?

What are your top three business goals for the next 12 months?

Who is your ideal customer? Think demographics, behavior, or what they care about.

What does your sales process look like from first touch to closed deal?

Marketing Today

What marketing channels are you currently using?

Paid Social

Paid Search

Organic Social

Email

SEO

Direct Mail

Events

Partnerships

None

What has worked well for your company in the past?

What has not worked, or felt like wasted spend?

What feels broken or painful in your marketing right now?

Priorities for the First 90 Days

What are your top three priorities for the first 90 days of working with Drive?

How do you prefer to receive reporting?

Monthly Written Report

Monthly Live Review Call

Weekly Slack Updates

Quarterly Executive Summary

Other

Brand Assets

High Resolution Logo Files (please zip)

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Brand Guide or Style Guide (if available)

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Photography and/or Brand Imagery (if available)

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Access & Existing Tools

Website URL and admin access situation

CRM platform and who has admin access

Email marketing platform and access situation

Analytics access (Google Analytics, GA4, other)

Links to all active social accounts

Decision Making

Who is the day-to-day point of contact on your team? Please list their name and email.

Who is the final decision-maker for marketing approval? Please list their name and email.

Is there anything else we should know before kickoff?

Privacy Policy | Terms of Service