Getting to Know You

First name

Last name

Email

Company name

About:

What is the size of your company in terms of revenue and number of employees?

What is your company’s main product or service?

What is your company’s target market?

What are your competitors doing in terms of marketing?

Budget:

What is your current annual marketing budget?

Are you considering a budget increase in the next fiscal year?

Goals

What is the main business challenge you hope to solve with marketing?

How do you measure the success of your marketing efforts?

What is the timeline for implementing a new marketing strategy?

What are your current marketing goals?

Current Strategy

How do you currently handle your marketing needs?

Are you currently working with any marketing agencies?

Who is the key decision-maker in the business?

What are the key performance indicators (KPIs) you use for marketing?

Next Steps:

If it turns out we are a good fit, are you ready to get started today?

Yes

No

On a scale of 1-5 how open are you to change within your current marketing process and procedures?

Check off all services that interest you

Photography and videography

Branding and logo design

Graphic Design

Email marketing

Social media marketing

Project management

Business development and design

Please choose the day you prefer to meet regularly

Monday afternoon

Wednesday afternoon

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