Current Situation
How long has your business been operating?
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Less than 1 year
1-3 years
3-5 years
More than 5 years
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Do you currently have an up-to-date website?
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Yes
No
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Are you active on social media?
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Yes, very active
Somewhat active
Not active
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What digital tools or platforms are you currently using?
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Website Builder (WordPress, Shopify, Square Space, etc.)
E-Mail Marketing Tools (MailChimp, Lemlist, etc.)
Booking Tools (Acuity, Calendly, etc.)
CRM or Lead Management Tools (Salesforce, Hubspot, etc.)
Social Media Scheduling Tools (Hootsuite, Buffer, etc.)
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Goals and Challenges
In one sentence, what’s your main business goal for the next 6-12 months?
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In one sentence, What’s your biggest challenge right now?
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Preferences
How involved do you want to be in managing your marketing strategy?
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Very involved: I like to manage things myself.
Somewhat involved: I’d like guidance and occasional check-ins.
Not involved: I prefer an expert to handle it entirely.
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What’s your preferred method of communication?
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E-Mail
Phone
Video Call
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Additional Information
Is there anything else you'd like to share about your business or goals
Contact Information
Full Name
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Company Name
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Website
Phone Number
Business E-Mail
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