New Client Intake Form

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Please fill out this form to help us get a baseline understanding of your vision and goals for your company.

Email *

How can we best help your business?
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Please tell us about your brand (or your future vision for it - it's okay if you don't know yet) and include your company's values and/or mission statement. Please also include your products and/or services.
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How many people does your company employ?
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What is your MarTech (Marketing Technology) stack? (These are the tools you use to promote your business e.g. Salesforce, WordPress, Wix, HubSpot, Google Ads, etc.)
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What social media platforms do you use to promote your business?
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What are the main ways new customers find you?
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What are your biggest marketing challenges?

What are your marketing goals for the quarter/year?

What is your estimated monthly/annual budget for marketing?

Who are your three biggest competitors?

What are your biggest sales challenges?

Send me a copy of my responses.

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