Today's Date* MM slash DD slash YYYY First Name* Last Name* Email* Company Name* Briefly describe the service/products you offer:*What goal(s) are you trying to achieve?*Select all that apply. New or enhanced brand elements Increase visitors (traffic) to your website Increase leads Increase conversion of leads to sales Increase revenue from online sales (eCommerce) Increase revenue from existing customers Increase candidates for hiring Align marketing & sales (people, processes & systems) Implement or optimize existing marketing or sales systems, tools, etc. Improved data attribution for reporting and analysis of ROI What is the target timeline you have in mind for achieving results?* What challenges or barriers are keeping you from reaching your goal? (i.e expertise, capacity, budget, etc.)*Please mark all tactics you are using:*(check all that apply) Blogging Facebook Twitter LinkedIn Instagram Google My Business Email (newsletters, campaigns, etc.) SEO Website eCommerce Website Direct Mail Tradeshows Prospecting Strategies Other None Please mark all paid advertising tactics you are using:*(check all that apply) Facebook Advertising LinkedIn Advertising Instagram Advertising Google Ads YouTube Advertising Billboard Newspaper Radio Magazine Other None Identify the tools and systems you are using:*(check all that apply) HubSpot Marketing Automation Platform Other Marketing Automation Platform HubSpot CRM (Sales) Other CRM (Sales) MailChimp Constant Contact Call Rail LinkedIn Sales Navigator Facebook Business Manager Google Analytics Other None What in-house staff resources do you have?*(check all that apply) Marketing Director or VP Marketing Generalist Sales Director or VP Sales Reps Social Media Specialist Graphic Designer Content Specialist (writer) Web Designer Web Developer SEO Specialist SEM Specialist Data Analyst Other Identify any of the following that you have:* Personas Buyers Journeys Sales Process Map Marketing Plan Sales Plan Brand Identity Guidelines Flyers, logos, pictures, videos, etc. What do you do to keep your brand/products/services/offers in front of existing clients/customers?*What do you do to encourage repeat purchases?*What do you do to up-sell/cross-sell to existing clients/customers?*How do you respond to/recover from unhappy clients/customers?*List your top 3 competitors:*(name and website URL)In what ways are your competitors better than you?*What makes you unique/different from your competitors?*What do you offer that they do not?What do you believe your customers like about your competitors?*How much do you currently spend per month on marketing/sales initiatives?* PhoneThis field is for validation purposes and should be left unchanged. Δ
