First Name
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Last Name
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Email
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What is your business name?
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What services or products do you offer?
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How many years have you been in business?
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Less than 1 year
1–2 years
3–5 years
6–10 years
10+ years
What are your 2 vital goals for your business? (select 2)
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Generate more leads
Increase sales
Build brand awareness
Build trust and authority in my space
Consistently attract and convert ideal-fit clients
Create a marketing machine and plan that supports long-term growth
What are your most pressing marketing challenges? (select 3)
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My website isn't converting
I’m not consistently getting leads
I’m not sure what to post / say to attract the right audience
I’m not sure if my offer(s) is resonating with my audience and clearly communicating value
My brand/message doesn’t feel aligned or authentic to who I am
I don’t have a lead magnet or funnel set up
I’m not reaching enough of my ideal audience
I’m not leveraging automation effectively
I don’t know how to scale my marketing efforts
I don’t know where to start or what to prioritize
How would you describe your current marketing efforts?
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Very inconsistent, no clear strategy
Somewhat consistent but lacks clear messaging
Consistent, but results aren’t where I want them to be
Fairly optimized — I’m ready for more advanced strategies
What best describes your brand foundation?
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I need to develop/refine my brand identity
I have basic brand identity but no clear messaging
My brand identity or messaging doesn’t feel authentic to who I am or how I want to be perceived
My brand messaging is solid but I’m not converting leads
My brand presence is strong, I’m ready to scale marketing
What marketing channels are you currently using?
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Website
Social media
Paid ads
Email marketing
Cold email outreach
LinkedIn outreach
Networking
Content marketing / blogging
Public relations (PR)
Referral / partner outreach
Affiliate marketing
I’m not consistently using any channels yet
Select all that apply
What marketing efforts or channels have worked well for you in the past?
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Website SEO / organic traffic
Email marketing
Social media content
Paid ads
LinkedIn outreach
Networking / referrals
Speaking or guest appearances
Blogging
Webinars / Workshops
PR or earned media
I haven’t had consistent results from any channel yet
Select all that apply
Which of the following marketing systems/tools do you currently have set up?
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CRM system (ex: ActiveCampaign, Go High Level)
Automated email marketing sequences
Email newsletter that goes out consistently
Lead magnet funnel (landing page + opt-in + nurture)
Lead management pipeline (tracking leads + moving them through stages)
Conversion tracking & analytics (Google Analytics, attribution tracking, etc.)
None of these yet
Select all that apply
How confident are you that your marketing is driving measurable results?
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Very confident — I track and understand my marketing results
Somewhat confident — I have some tracking but could improve
Not very confident — I’m not sure what’s working and what’s not
Not at all confident — I don’t have any clear tracking or visibility