Discovery Form

Your Growth Starts Here

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1. Business Info

Name

2. Understanding Your Business

What do you do, who do you serve, and what makes your business unique?
This helps align marketing strategies with their identity.
Demographics, interests, pain points, etc.
Focus on areas that need marketing emphasis.

3. Marketing Goals and Objectives

Increase brand awareness, drive sales, grow social media, etc.
Website traffic, lead generation, conversions, etc.
Defines expectations upfront.
What type of marketing are you looking for assistance with?

4. Current Marketing Efforts

What worked, what didn’t, and why?
Explore brand guidelines, messaging, and visuals.
Social media, email, website, paid ads, etc.
Gauge if they need full-service support or partial assistance.

5. Challenges and Pain Points

Common issues: lack of leads, low engagement, unclear messaging.
Competition, budget, brand visibility, etc.
This can reveal a high-priority need.

6. Budget and Timeline

Allows you to tailor services to their capacity.
For example: product launches, seasonal promotions.

7. Collaboration and Expectations

Hands-on or looking for full outsourcing?
CRM, analytics, or social media schedulers.
Provide your past experiences to improve our collaboration.