First Name
Last Name
Email
*
Organization
Please provide a quick background of your business, and a brief overview of the products & services you offer?
In one sentence, can you tell me specifically what you do for your customers/clients?
Describe your current customer…
Do you have a current customer avatar sheet? If so, attach below
How big is your team? Both the marketing team and the company as a whole…
Marketing Team
Company
What is your #1 business goal right now at the company?
What were revenues last year and where do you expect to finish this year? Are things generally trending up, down, or flat?
Thinking about past marketing efforts, what has worked really well? Or, what have you done recently that worked really well?
What marketing efforts do you believe you’re particularly good at? Please feel free to brag a little.
What’s not working as well as you would like? What are some of the bigger challenges that are keeping you up at night?
In a perfect world, what are you hoping we can accomplish together? What’s YOUR desired end result?
What’s your growth capacity? Specifically, how much revenue growth could you handle without having to make substantial investments in people or technology? 20? 50%? 100%?
Is there anything I should have asked about, or is there anything you like to share that you believe would be helpful or offer additional context?