Full Name
*
Phone
*
Email
*
What’s your business name?
*
What type of business do you run?
*
Restaurant / Food & Beverage
Medical / Health Clinic
Real Estate / Mortgage
Coaching / Consulting
E-commerce / Product-Based
Beauty / Medspa
Service Business (Contractor, Fitness, etc.)
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Business Socials
*
Are you currently running paid ads?
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Yes, FB/IG
Yes, Google
Yes, Tiktok
No, not yet
Have you ever worked with a marketing agency or freelancer before?
*
Yes
No
What worked well, and what didn't?
What's your average monthly marketing budget?
*
Under $1,000
$1,000-$2,500
$2,500-$5,000
$5,000-$10,000
$10,000+
What's your #1 goal for the next 90 days?
*
Get more leads / bookings
Increase walk-ins / foot traffic
Build brand awareness
Launch a new product / location
Improve follow-up or retention
What's been your biggest challenge with marketing so far?
*
How many new clients/customers would make this feel worth it for you each month?
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Do you currently have a CRM or system to track leads, customers, or reviews?
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Yes, but not using it consistently
No, everything is manual
No, but I want one
Do you have a website or funnel built?
*
Yes, both
Yes, website
Not yet
Yes, and it's performing well
Are you collecting customer info (emails, phone numbers) for follow-up or promotions?
*
Yes
No
Do you currently get Google Reviews or use automation to ask for them?
*
Yes
No
If we could handle everything - ads, automations, and systems - how soon are you looking to start?
ASAP
Within 2 weeks
It would have to make sense