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This takes about 10 minutes and helps me come to our call with real ideas for your business.
So I can come prepared for our call.
Step 1 — About you & your business
Your name *
Business name *
Your role *
Best phone number *
Best email *
Business location / city *
Website link
Leave blank if you don’t have one
In a sentence or two, what does your business do? *
How long have you been in business?
Business type
Step 2 — What you’re looking for help with
Which services are you interested in? *
What’s prompting you to look for marketing help right now? *
If you could only fix ONE thing about your marketing in the next 90 days, what would it be?
Step 3 — Goals
Main goal *
Six months from now, what would make this a clear success? *
Roughly how many new customers per month are you getting now, and how many would you like?
Step 4 — Your customers
Who’s your ideal customer? *
Where do you serve them? *
What’s your most profitable product or service?
Average value of a new customer
Busy season vs. slow season?
What makes customers choose you over competitors? *
Step 5 — Where you stand today
Where do most new customers come from now?
Which of these do you have?
Have you worked with a marketing agency or freelancer before?
What happened?
Are you running any ads right now?
Roughly how many online reviews do you have?
Step 6 — Competitors & inspiration
Who are your main competitors?
Any businesses whose marketing you admire? What do you like about it?
Step 7 — Assets & resources
Logo and branding ready? *
Photos or videos of your work, team, or products?
Who will be the main point of contact on your side?
Their name and email
How much time can you give each month for approvals and content?
Step 8 — Budget & timeline
Monthly marketing budget you’re comfortable with (including ad spend) *
Any one-time project budget (e.g., website build)?
When do you want to get started? *
Step 9 — Next steps
Who’s involved in the decision? *
Best way to meet for the discovery call? *
How did you hear about SOURCEsem?
Anything else I should know before we talk?
Submit
