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Hey there 😀

Welcome to this short intake form.
I promise it will not take long.
Its purpose is to give me a quick, high-level understanding of your business and challenges so I can make our first conversation as productive as possible.@

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To get started, what's the single biggest marketing challenge you're facing right now?

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What have you tried in the past to solve it, and what were the results?

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To help me understand your world, what is your company's website?

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Which of these ranges best describes your company's current annual revenue?

Pre-Revenue / Bootstrapping

Under $1M

$1M - $5M

$5M - $10M

$10M+

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Now, let's look forward. Imagine we work together for 6 months and it's a massive success. What does that "home run" outcome look like for your business?

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To achieve that vision, which of these areas needs the most strategic attention first? (Select all that apply)

Lead Generation & Customer Acquisition

Brand Positioning & Messaging

Content Marketing & Thought Leadership

Marketing Operations & Technology (MarTech Stack)

Team Structure & Leadership

Go-to-Market Strategy for a New Product/Service

Other

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Thinking about resources, what is your approximate monthly budget for all marketing initiatives (e.g., ad spend, tools, team, consultants)?

< $5,000 / month

$5,000 - $15,000 / month

$15,000 - $30,000 / month

$30,000 - $50,000 / month

$50,000+ / month

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Anything else?

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Excellent, this is incredibly helpful. I'll personally review your answers and prepare some initial thoughts. To whom and where should I send them?

First Name

Last Name

Work E-mail

Company

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And finally, so I can prepare properly for our conversation, what is your current role at the company?

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