Consultation Application

First Name

Last Name

Email *

Phone *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

Social Media Information

Social Media Links

Facebook Social Link

Twitter Social Link

Instagram Social Link

LinkedIn Social Link

TikTok Social Link

Business Profile

What type of business do you have? (Be specific about what you offer.) *

What are your business goals? *

Business Needs Assessment

What challenges do you have with your marketing strategy? (Check all that apply) *

I need help properly pricing my offer & setting profit margins.

I lack a marketing strategy and/or sales strategy

I need help with branding and/or brand revamp

I need help with content (Social media content, Emails, What to say to my audience, etc)

I don’t know who my ideal audience is

I’m struggling with advertising

I need help positioning in the marketplace and customer attraction

I need help with my business as a whole

Marketing Needs

Which Statement Best Describes How You Feel About Marketing Right Now? *

I hate marketing!

Marketing feels like it takes a lot of time without a lot of payoff.

I don't mind marketing, but I often feel uncertain if I'm doing the right things.

I have so many ideas that it's hard to prioritize which marketing activities should come first.

I'm good at marketing but sometimes my leads can't afford my services/products.

I've been very successful at marketing, and I want to be even better.

Evaluating Your Engagement

How does your audience respond to your marketing? *

They can't wait to buy! My people love what I offer.

I spend a lot of time answering questions, but they often buy from me.

My audience says they love what I do but rarely make a purchase.

My audience is focused on my portfolio, not my message.

Honestly, I don't really have an audience—reaching the right people is hard.

Marketing Strategy

Do you have a framework or model you use for marketing and service/offer development? *

What's a framework?

Yes, but our business has changed a lot since it was developed.

Yes, and I use it, but not all the time.

I have a framework but I haven't evaluated my business model and services since I developed it.

Yes, and everything I do flows from the framework.

I have a framework or model but it's in my head.

Business Values & Ethics

Do you have strong business foundations? *

I have a written mission, vision, and values statement—and I share it publicly.

I have a written mission, vision, and values statement—but I don't share it.

I can talk about my mission, vision, and values—but I've not written it down or shared it publicly.

I haven't thought about this much—it feels like one more thing for the to-do list.

Content Management

What kind of content do you create for your business? *

We follow a strategic marketing plan and have several themes we use for blogs, newsletters, and social media.

We create content on one or two platforms, but don't have a content marketing plan that we follow.

I'm great at one platform but haven't figured out how to translate that to evergreen marketing.

Real talk? I follow the post and pray school of thought.

Let's think about your content some more. Check all of the descriptions that sound like you. *

I have a documented catalog of our past content.

I have a system for reusing my content.

I don't have any content to catalog.

I create something new every time I post, send a newsletter, or make a video.

I know what I have but it's not organized.

I know my general themes but I haven't organized my content to match them.

I've organized my content into 3-5 core themes.

Client Management

Let's talk clients! Can you define the transformation you help create for your clients? *

I think I am but get distracted by “shiny objects” and am still tinkering—I keep getting in my own way.

Both my clients and I are on the same page about the transformation—my testimonials speak for themselves.

I often feel like I'm reinventing the wheel with each client.

My reviews and testimonials speak for themselves.

Marketing Sales Strategy

How do you get new clients/customers? *

How successful are your current services/offers? *

I love everything about them and they're quite profitable.

I like what I do but sometimes it's not as profitable as I'd like.

I create new services for each client.

My services/offers are dialed in and my next step is training my team to help in delivery.

I'm constantly creating new things, trying to figure out what works.

What's your biggest challenge right now? *

Budget & Investment

How much are your prepared to invest into your business right now? (Check a REALISTIC budget that aligns with what you’re willing to invest in yourself.) *

Are you the sole decision maker in your finances? If not, do you commit to having your partner, spouse or any other decision maker attend the call with you? *

Yes