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What marketing services do you believe you need? (Check all that apply)
Google PPC Ads
Google Local Service Ads
Social media advertising (Facebook, Instagram, LinkedIn, etc.)
Search Engine Optimization (SEO)
Email marketing
Content marketing (free blogs, articles, videos, etc.)
Content marketing (paid blogs, articles, videos, etc.)
Trade shows & industry events
Traditional advertising (TV, radio)
Traditional advertising (print, direct mail)
Referral programs & word-of-mouth marketing
Influencer marketing
Partnerships & sponsorships
YouTube & video marketing
SMS / text message marketing
Podcast advertising & guest appearances
Affiliate marketing
Other
Include any other marketing channels.
What is your estimated monthly marketing budget?
Are you open to increasing your budget if you see strong ROI?
What is your ideal timeline for seeing results from a marketing strategy?
Are there any deadlines we should be aware of?
If you could achieve one major marketing win in the next six months, what would it be?
Is there anything else we should know to create the best marketing plan for you?
Are there other chalenges or goals you would like to discuss?
Submit Section 3
Do you have a CRM (Customer Relationship Management) system(s)? If so, which one(s)?
What analytics or tracking tools do you currently use? (e.g., Google Analytics, Facebook Pixel, HubSpot, Hotjar)
How do you currently manage your online reputation? Include Google My Business Profile and any others.
What platform is your website built on? (e.g., WordPress, Shopify, Wix, Squarespace, custom-built)
What email marketing tools do you use? (e.g., Mailchimp, Constant Contact, Klaviyo, HubSpot)
Do you have a system for tracking leads and conversions? If outside of your CRM, what is it?
Do you have an eCommerce system in place? If so, what platform are you using?
What marketing automation tools do you use, if any?
Do you use a project management or workflow tool for marketing activities? (e.g., Asana, Trello, Monday.com)
Who is responsible for marketing within your company?
What in-house resources do you have for marketing? Include people or systems not previously noted.
Describe your lead flow from inital contact to purchase and completion?What in-house resources do you have for marketing? Include people or systems not previously noted.
Do you have a newsletter or way to engage leads if they aren't ready to make a purchase decision?
Do you have a newsletter or way to engage leads if they aren't ready to make a purchase decision?
How do you currently track marketing performance?
What key performance indicators (KPIs) matter most to you?
Submit Section 3
What marketing efforts have you tried in the past? (Check all that apply)
Google PPC Ads
Google Local Service Ads
Social media advertising (Facebook, Instagram, LinkedIn, etc.)
Search Engine Optimization (SEO)
Email marketing
Content marketing (free blogs, articles, videos, etc.)
Content marketing (paid blogs, articles, videos, etc.)
Trade shows & industry events
Traditional advertising (TV, radio)
Traditional advertising (print, direct mail)
Referral programs & word-of-mouth marketing
Influencer marketing
Partnerships & sponsorships
YouTube & video marketing
SMS / text message marketing
Podcast advertising & guest appearances
Affiliate marketing
What marketing efforts have worked well for you, and why?
What marketing efforts have not worked, and why?
Any additional comments about your clients or how you have attracted them in the past?
Submit Section 3
Describe your ideal client. How old are they, where do they live, what are their interests or behaviors?
What problems do your ideal clients face that your business solves?
Where do your ideal clients typically find information? (e.g., social media, Google search, referrals, trade shows)
Have you created detailed buyer personas? If so, please share them.
How do you keep customers engaged after they purchase? Should they be engaged for additional purchases?
How often do you communicate with past customers (e.g., email, SMS, social media)?
Please provide any additional information about your ideal client.
Submit Section 2
What is the full name of your company?
Is this one brand or multiple brands/entities?
One Brand
Multiple Brands
Briefly describe each of your products or services and which brand they are under.
What is your company’s mission statement or core values?
How do you currently position your brand in the market?
Who are your main competitors?
Are there any competitors whose strategies you admire or want to avoid?
Who is the primary voice and face of the brand?
How comfortable are you with being in front of the brand for marketing purposes? (1 being not comfortable and 5 being fully comfortable)
1
5
Do you have experience with video content, interviews, or public speaking?
Are you comfortable writing blogs or thought leadership content?
Would you prefer someone else to be the brand’s public figure?
How do you measure success in your business? (e.g., revenue, customer growth, engagement, brand recognition)
What are your short-term (6-12 months) and long-term (3-5 years) business goals?
Submit Section 1
