Company Name
Website
Briefly describe what your company does.
Target Audience
Competitors
What are your top 3 marketing priorities & goals?
Goal #1
Goal #2
Goal #3
Do you use a CRM or automation tool? If yes, which one(s)?
On a scale of 1-10, how satisfied are you with the following items...(1 = Not happy, 10 = Love it)
Your Branding?
Your Website?
Your CRM?
Your Social Media?
Your Videos?
What marketing strategies or campaigns have worked well for you in the past? What hasn't worked or delivered the results you wanted?
Does your business run any events, webinars, or training sessions?
No
Yes
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Do you have a dedicated sales team?
No
Yes
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What is your current annual revenue range?
Under $1 Million
$1-5 Million
$5-10 Million
$10 Million +
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What % revenue increase is your goal over the next year?
What is your single biggest marketing or business challenge right now?
Is there anything specific you'd like to achieve or talk about during our session?
Supply any supporting files you would like us to review.
Logo files, past marketing, brand guides, etc.
Full Name
Email
*
Phone
*
I agree to
terms & conditions
provided by the company. By providing my phone number, I agree to receive text messages from the business.
