Contact Information

First Name *

Last Name *

Email *

Phone *

Website Link *

Social Media Links / Names (if not on your website)

Multiple Choice

Where do your best clients usually come from?

Referrals

Social Media

Website

Word of mouth

Other

How consistent is your client pipeline right now?

Rock solid

Seasonal / fluctuates

Feast or famine

Are you getting inquiries that aren’t a good fit?

All the time

Occasionally

Rarely

When someone lands on your site or social media —in your opinion, do you think they instantly get what makes you different / better?

Yes, absolutely

Kind of…

Not really

Not sure / I don't know

If you had to choose, what would you rather have?

More clients

Better clients

Both

Business Info

Option extras (nice if you have them}

Use this slot to upload any source information you think could be relevant. E.g. previous market research (optional)

Use this slot to upload any .doc or .pdf files that have information on your business and services (optional)

Upload Brand Guidelines (optional)

Upload Ideal Customer Profile (optional)

Your Business At A Glance

Describe the niche you operate in

What specific products/services do you offer?

Who are your primary competitors?

Describe your ideal customers? (Demographics, location, behavior, as much detail as you possibly can)

What problems do your customers face that your business solves?

Why do your customers choose your services (and not a competitor)?

Are you running any specific campaigns or promotions? {guest posting, magazines, adverts - anything)

How do you measure the success of your marketing efforts? (e.g., engagement metrics, lead quality, revenue growth)

Are there any specific tools or software your team already uses? (e.g., CRM systems, scheduling tools)