New Account

Intake Form

Company Information

Business Name

Business Type (Select all that apply)

Website or Desired Website Name

Business Email

Business Phone

Business Address

City

State

Zip Code

Contact Information

Full Name

Role & Responsibilities

Mobile Phone

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Number of Locations

Time in Business

New

6 - 24 months

2 - 5 years

6+ years

Annual Sales

$0 - $125k

$125k - $300k

$300k+

Social Channels (Select all that apply)

Payment/POS Provider (Select all that apply)

Provide a brief overview of your business, including the type, target audience, and unique selling points?

What marketing strategies are you currently using to promote your business?

How effective do you feel these strategies have been in reaching your target audience?

What are your short-term and long-term marketing goals for your?

Are there specific objectives you hope to achieve through marketing efforts?

Who is your ideal customer, and how well do you understand their preferences and behaviors?

Have you identified any untapped markets or customer segments that you'd like to reach?

Who are your main competitors, and how do you differentiate your business from them?

Are there any specific challenges or opportunities you see in the current competitive landscape?

How strong is your business's online presence, including website, social media, and online reviews?

Are there specific areas of your online presence that you believe need improvement?

What is your marketing budget, and how comfortable are you with allocating resources to marketing initiatives?

Do you have an in-house marketing person/team, or are you looking for external support?

How do you currently measure the success of your marketing efforts?

Are there specific key performance indicators (KPIs) that you prioritize for evaluating marketing performance?

Do you have any upcoming promotions or events that you would like to integrate into your marketing strategy?

What technology tools or platforms are you currently using for marketing, bookings, and customer engagement?

How can marketing support help you reach your business goals?

Comments/Notes:

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New Account

Intake Form

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