First Name
Last Name
Organization
Website
Phone
*
Email
*
Year Established
Industry / Niche
What sets you apart from your competition?
What are your target customer demographics?
What are the 'key' services you offer?
How do you currently generate leads and acquire new customers?
Are there any specific pain points or concerns that your customers commonly express? Please elaborate.
What are your customer retention strategies?
What are your top 3 business goals for the next 6-12 months?
What marketing activities are you currently doing or have tried in the past? (Check all that apply)
Google Ads
SEO
Social Media
Email Marketing
Cold Outreach
Website Updates / Blog
Printed Media
Other
What’s your average monthly marketing budget (or what are you comfortable investing to reach your revenue goals)?
Less than 1,000/m
1,000 - 1,800/m
1,800 - 3,000/m
3,000/m +
What’s your timeline for getting started with marketing support?
Immediately
Within 30 Days
1 - 3 Months
What are your biggest frustrations with marketing or lead generation?
Is there anything specific you'd like to discuss or focus on during our next call?
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