Business Information
Business Name
*
Website
*
Industry
*
Location(s) Served
*
Primary Contact
*
Email
*
Phone
*
Business Metrics
Monthly Revenue
*
Revenue Target (Next 12 Months)
*
Average Sale Value (AOV)
*
Priority Service/Product
*
Ideal Customer
*
Current Monthly Lead Volume
*
Sales Conversion Rate (%)
*
Business Goals
What are you looking to achieve?
*
More Leads
More Sales
More Bookings
Brand Awareness
Website Traffic
Customer Retention
Other
Write Goal
What is your biggest marketing challenge right now?
*
What would success look like in the next 6-12 months?
*
Current Marketing Services
Which marketing services are you currently using?
*
Google Ads
Meta Ads
SEO
Google Business Profile (GMB)
Email Marketing
CRM & Marketing Automation
Content Marketing
Other
Currently you are working with an agency?
*
Yes
No
Social Media Presence
Which social media platforms does your business actively use?
*
Facebook
Instagram
LinkedIn
TikTok
YouTube
Pinterest
X (Twitter)
Other
Which social media platforms are most important to your business?
*
Facebook
Instagram
LinkedIn
TikTok
YouTube
Pinterest
X (Twitter)
Other
Lead Sources
Where do most of your leads currently come from?
*
Google Ads
Meta Ads
SEO
Google Business Profile
Referrals
Social Media
Email Marketing
Cold Outreach
Repeat Customers
Other
Google Ads
Google Ads are running currently?
*
Yes
No
Monthly Google Ads Budget?
*
Average Leads/Sales Per Month?
*
Meta Ads
Are you currently running Facebook or Instagram ads?
*
Yes
No
Monthly Meta Ads Budget
*
Average Leads/Sales Per Month
*
CRM & Lead Management
What CRM platform are you currently using?
*
HubSpot
GoHighLevel
Salesforce
Zoho
Pipedrive
Monday.com
Other
No CRM
How do you currently manage your leads?
*
CRM
Spreadsheet
Email
Phone Calls
Manual Follow-Up
Other
Website & Tracking
Website Platform
*
WordPress
Shopify
Wix
Squarespace
Webflow
Other
Is conversion tracking set up?
*
Yes
No
Not Sure
Available Accesses
*
Google Ads
Google Analytics (GA4)
Google Tag Manager
Google Search Console
Meta Business Manager
Meta Ad Account
Meta Pixel
Google Business Profile
CRM Access
Creative Assets
Assets Available
*
Professional Photos
Video Content
Testimonials
Case Studies
Landing Pages
Brand Guidelines
Graphic Design Assets
Existing Ad Creatives
None
Competitors
Competitor #1
Competitor #2
Competitor #3
Budget
Current Marketing Budget
*
Current Ad Budget
*
Ideal Ad Budget
*
When would you like to get started?
*
Immediately
Within 30 Days
Within 90 Days
Just Researching
Success KPI
Which metric will define success?
*
Lead Volume
Cost Per Lead
ROAS
Revenue Growth
Booked Appointments
Website Traffic
Customer Acquisition Cost
Customer Lifetime Value
Other
Decision Making
Who makes the final marketing decision?
*
Owner
CEO
Marketing Manager
Sales Manager
Other
Additional Notes
Are there any other stakeholders involved?
*
Yes
No
Anything else we should know before reviewing your account?
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