Help Me prepare For our call by telling me a bit about you.
Name
Email
Website
Your Goals/Needs
Company Name
Phone
Address
“What kinds of marketing have you tried in the past?
How did that go?”
“How do you currently bring in new business?”
“Do you think it could be done better?”
Competitors
Product/Service
What was it that motivated you to invest the time to hop on a call with me today?
How did you hear about us?
How did you hear about us? Select
Referral
Ad
Search
Other
Tell Me About Your Ideal Client
Location
Gender
~Select Gender~
Male
Female
Both
Other
Age
Interest
Number of new clients
Buyer Journey
Marketing Info
Revenue Goal
“How much money did your business bring in last month?”
Ad Plaforms
Google
Facebook
Instagram
WhatsApp
Linkedin
Youtube
Bing
Display Networks
Other
Conversion Objectives
Brand Awareness
Traffic to a landing page
Leads [Name, Email, Phone]
Book Free Appointment
30 Min Phone Call
Message/Chat
Inbound Phone Call
Register For Webinar
Book Paid Appointment
In-Person Meeting
Purchase Online
Number of leads
Start Date
“What is your monthly marketing budget?”
Submit