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?
If you were to hit your business goals over the next 6-12 months, how would that impact your life or business?
On the flip side, if things stay the same and you don’t reach those goals, what does that mean for your business or personal life?
What would “success” look like to you as a result of working with a marketing agency?
Have you worked with a marketing agency or freelancer before?
YES
NO
What worked well and what didn’t?
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 +
Are you the decision-maker for your business?
YES
NO
What’s your timeline for getting started with marketing support?
Immediately
Within 30 Days
1 - 3 Months
What’s currently holding your business back from hitting its goals?
What are your biggest frustrations with marketing or lead generation?
What are you hoping to get out of working with a marketing agency?
Is there anything specific you'd like to discuss or focus on during our next call?
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