Hi! Glad we've got you here, because this is one of the cool ways that we hit the ground running in our first meeting. This form is for all of our prospects to take 30 minutes (or less) upfront before we get together and complete a Marketing Check-Up.  

When you answer these questions - it doesn't mean we come in with all the answers before we get to know you but it sure helps provide a few answers we didn't have before. That way, we can maximize those first 45 minutes - 1 hour and formulate some next steps that much faster! It's just a smarter way to meet.

Let's go, just click "Start Here" below...

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Your Name: *

Business Name:

Please briefly explain your business..

Business Website:

What city is your company headquartered at?

Who does your business sell to? *

How much of an investment in marketing do you think it will take over the next 12 months to take your business to the next level? (this total includes advertising, PR, consulting, direct mail, etc)*

Have you invested in raising visibility for your marketing? *


Strategy and tactics must go hand in hand in order for a business to achieve a measure of true momentum, but an effective strategy must be in place before any set of tactics make sense. 

Describe your ideal customer as thoroughly as possible.*

Describe the core point of differentiation for your business vs. others in your same field.*

List at least 3 competitors and their strengths (include URLs and we will provide you with a competitive web analysis)*

People today have come to expect to find information about any product, service, company, individual, cause or challenge they face by simply turning to the search engine of their choice.

So, if they’re not finding content that you’ve produced that provides them that information, even if someone referred them directly to you, there’s a pretty good chance you won’t be worthy of their trust.

Check all that apply - We use the following in our educational marketing and promotion . . .*


Check all that apply - We use the following to help build trust . . .*


The web just keeps gaining significance in the world of business and it’s no longer enough to think about your web site as your web strategy.

Marketing today means building a great deal of your thinking around a total web presence.

Check all that apply - Our web presence includes . . .*


Generally speaking there is no one magic way to generate tons of leads. Granted, for some businesses there are more effective ways, but on the whole long-term effective lead generation comes down to a combination of advertising, public relations and a systematic approach to referrals – the lead generation trio as we like to call them.

Check all of the tactics you currently use to generate leads.


Describe your lead conversion (sales) process*


Building business momentum usually comes down to understanding these four variables and going to work on improving them: 1) % of leads converted 2) Average $ amount per customer/transaction 3) Average number of transactions with each customer 4) Cost to generate a customer.

Do you have and use a marketing plan?* *

Do you have and use a marketing calendar?

Can you name at least 10 tools your business currently uses to deploy marketing from CRM to email marketing to SEO?

Do you have a stock photo image account?

Do you have a preferred photographer?

Total number of current employees?

Do all of those employees have a LinkedIn profile?

How many employees are trained on LinkedIn for Sales?

Does your company have a training budget? Training for softwares, LinkedIn Social Selling, or Social Sales Training?

Describe your greatest marketing challenge right now.*

Do you know what a marketing funnel is and have you accurately mapped out your business to one?

I foresee making changes to our marketing in the next year because (check those that apply)*

What is your current CAC (Customer Acquisition Cost)?

Basically, the CAC can be calculated by simply dividing all the costs spent on acquiring more customers (marketing expenses) by the number of customers acquired in the period the money was spent. CAC, as you probably know, is the cost of convincing a potential customer to buy a product or service.For example, if a company spent $100 on marketing in a year and acquired 100 customers in the same year, their CAC is $1.00.
If you cannot determine your CAC - why don’t you know what your CAC is?

What are your quarterly revenue goals? How many new customers on average does this require per quarter?

How many leads do you receive per month?

How many leads do you receive per week?


What does your current marketing department look like and operate? *


We currently outsource various activities to this many agencies for different tasks...

What is your ideal CAC?

I am reaching out to your agency for:

Who is managing what current marketing activities?

What areas of your existing marketing would you like to improve upon? (Examples: Blogging but no leads, social media action but no engagement, etc)

What is the quality of the leads you are currently receiving? *

Marketing Services Needed (Check all that apply.) *

Marketing Objectives (Check all that apply.) *

Project Type:

Project Start Date: *

Project Duration: *

Project Budget: *

What is your current Sales Cycle? Estimated time from lead to close... *

Have you ever outsourced a Content Marketing Audit? *

Have you ever outsourced a Social Media Audit? *

Have you ever outsourced a Website Audit? *

Why have you never had a social media, content marketing or website audit?

How often do you think you should have a Social Media or Content Marketing audit? *

What are your business problems most related to?

Where are the majority of your leads coming from?

Where would you like to gain leads from?

Do you currently have lead nurturing systems in place via email drip marketing?

Describe the primary pain points for switching to someone new...

How did you first hear about us?*

Additional Information (Optional)?

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