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Section 1: Business Information

Tell us about your business—what is your company name, and what do you do?

What is your website URL?

How long have you been in business, and how has your journey been so far?

Section 2: Marketing Insights

Where do most of your leads currently come from, and how do they typically find you?

What marketing efforts are you currently engaging in, and how are they working for you?

What is the average value of a closed deal or job for your business?

How much do you currently allocate monthly for ad spend (e.g., Google Ads, Facebook Ads)?

What is the total monthly marketing budget youʼre comfortable investing to grow your business?

Section 3: Goals and Growth

What are your revenue goals for this year, and what would success look like for you?

Do you have specific growth goals for the next 12 months or beyond? If so, what are they?

Are there any specific timelines or deadlines youʼre working toward for achieving these goals?

Section 4: Website Insights

How do you feel about your website's current performance—does it help achieve your business goals? Why or why not

What areas of your website would you like us to focus on improving (e.g., SEO, design, content)?

Section 5: Owner/Decision-Maker Insights

As the owner or decision-maker, do you see yourself as part of the brand's story? If so, how would you like to market yourself?

(If applicable) What personal interests or hobbies resonate with who you are and could connect with your audience?

Section 6: Past Experience

Have you worked with a service provider, consultant, or agency in the past? What was that experience like—what worked well, and what didn't?

Section 7: Competitor Analysis

Who do you see as your main competitors, and what sets your business apart from them?

Section 8: Existing Tools/Platforms

What marketing tools or platforms are you currently using (e.g., CRM systems, email marketing software)? How are they working for you?

Section 9: Preferred Communication Style

What is the best way to communicate with you—email, phone calls, video calls, or something else? Why does this work best for you?

Section 10: Budget Flexibility

If we identify additional opportunities for growth during our strategy session, would you be open to adjusting your budget to pursue them? Why or why not?

Section 11: Additional Notes

Is there anything else you'd like us to know about your business, goals, or challenges that we haven't covered yet?

Thank you for sharing this valuable information! We'll review your responses and prepare for our upcoming strategy session.

If you have any questions in the meantime, feel free to reach out at [email protected] or

(561) 705 0704.

This streamlined version keeps things focused while still gathering all essential insights from prospective clients. Let me know if there's anything else you'd like adjusted!