Business Info

Do you manage more than one website? Please list each URL along with a brief description of its purpose.

(Example: shop.example.com – used for eCommerce)

Business Name *

Business Phone *

Business Email *

Business EIN *

Upload Business Document Proof (Letter from state or IRS is fine)

About Your Business

What are your business goals for the next 6–12 months?

Think about where you’d like your business to be a year from now. Are you focused on increasing revenue, growing your client base, improving retention, launching new services, or strengthening your brand presence? There are no wrong answers — this just helps us align your marketing strategy with your priorities.

Describe your business in one sentence.

Give us a quick snapshot of what your business does. Imagine explaining it to someone who’s never heard of you before — simple, clear, and to the point. For example: “We’re a local barber shop specializing in precision fades and beard grooming,” or “We help small businesses grow through digital marketing and branding.”

What makes your business different from competitors?

Tell us what sets you apart. This could be your customer experience, pricing, product quality, unique style, or even your story. What do your clients love most about working with you that they don’t get elsewhere?

Who is your ideal customer or target audience?

Think about common traits like age, job type, income level, location, or situations they’re often in. This helps us target the right audience.

What are your top 3 products or services?

How do new customers usually find you?

Financial Overview & Budget Planning

Purpose: Understand business health, growth potential, and how to align strategy with ROI.

These questions help us understand your business operations and financial landscape. This information stays confidential and helps ensure we build a realistic, ROI-driven marketing plan.

What is your average monthly revenue (approximate range)?

Does your business have peak or slow seasons?

During your busiest months, what factors drive that increase?

(e.g., holidays, summer traffic, back-to-school, tourist season, etc.)

Do you currently have a set marketing budget?

What is your approximate monthly marketing budget?

How are you currently allocating your marketing spend?

(e.g., paid ads, social media, print, radio, SEO, sponsorships, etc.)

What are your average fixed monthly costs?

$

(e.g., rent, utilities, payroll, software)

What are your variable or non-fixed costs?

(e.g., commissions, inventory, supplies, seasonal labor, advertising, etc.)

What percentage of your clients are repeat vs. new customers?

Rough estimate is fine

What is your growth goal for the next 12 months?

Are there any upcoming expansions, new locations, or service launches planned?

Branding

File Upload - Logos & Brand Kit

Upload your logo and brand materials (if available).

What are your brand colors or preferred color palette?

(Example: Midnight Blue – #1A2B49 – Primary brand color used for headers and accents)

Do you have existing photos/videos you’d like used in marketing?

How would you describe your brand voice?

(Can Select Multiple)

What sets you apart from others?

Share anything that makes you unique—like your experience, results, client approach, or specialties. This helps us write ad copy that stands out.

Unique Value Proposition (what sets your business apart?)

Are there any legal or ethical advertising rules your business must follow?

(For example: avoiding phrases like “best lawyer” or “guaranteed results.” Let us know so we can keep all ads fully compliant.)

If yes, what are the limitations?

Online Presence

Do you have Google Analytics, Facebook Pixel, or similar tracking installed?

Do you have active social media pages? (List all URLs)

Do you currently run paid ads? (Facebook, Google, etc.)

Do you use any CRM or marketing platform (Square, Salesforce, Mailchimp, etc.)?

Do you have a booking or contact form on your site? If yes, link it.

Example: clientbooking.com - Main booking page for new clients

Marketing & Sales Goals

What are your current marketing challenges?

What’s your #1 marketing goal right now?

How many new customers do you want per month (ideal target)?

What’s your average sale or ticket value?

$

Experience & Expectations

Have you worked with a marketing agency before?

If yes, what went well? What didn’t?

How often would you like meetings or updates?

How involved do you want to be in marketing decisions?

What’s your starting ad budget? Please enter the total monthly amount you’re comfortable spending on ads only (excluding management fees). Just a number is fine.

Online Presence

Marketing & Sales Goals

Experience & Expectations

Marketing Background