Let's Get To Know Your Business

Share your basic info so we tailor communications, send leads to the right

place and better understand your brand foundation

First Name *

Last Name *

Phone *

Email *

Company

Website

Business Location (City & Address) *

Years in business

Facebook Page URL

Tiktok URL

Instagram Profile URL

LinkedIn Profile URL

Monthly Ad/Marketing Budget *

Current Monthly Leads (approx.)

Customers Needed per Month

Speed-to-Lead Target (minutes)

“How long does it usually take you to respond to a new lead or client inquiry?

Average Order Value

Most Profitable Offer(s)

Niche/Primary Service *

Health & Wellness (gyms, personal trainers, physiotherapy, yoga, etc.)
Beauty & Aesthetics (brows, nails, medspa, cosmetic treatments)
Real Estate (agents, brokers, developers, property managers)
E-commerce / Online Stores (product brands selling online)
Hospitality & Food (restaurants, cafes, catering, hotels, event venues)
Professional Services (consultants, coaches, lawyers, accountant
Education & Training (tutors, courses, academies, childcare)
Home Services (plumbers, cleaners, landscapers, HVAC, trades)
Healthcare / Medical Practices (dentists, GPs, chiropractors, clinics)
Automotive (dealers, car rentals, repair shops, detailing)
Events & Entertainment (artists, venues, production, wedding planners)
Non-Profit / Community (charities, religious orgs, local clubs)
No elements found. Consider changing the search query.
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Past Marketing Channels Tried

CRM/Tools Used (GoHighLevel, HubSpot, spreadsheets, none)

Business Stage

Start Up

Growing

Established

Scaling

Franchising

Success Metric

Leads

Booked appointments

New customers

Revenue target

Brand Assets Available

logos

photos

testimonials

case studies

videos

Have you run paid ads before?

Yes

Top Performing Content

Team Size

Top Competitors

Unique Value Proposition (Why should someone choose you over competitors?)

Customer Pain Points (biggest frustrations/challenges you solve)

Sales Process (calls, DMs, in-store visits, online checkout)

Do you want us to handle content creation, or provide your own assets?

Preferred Communication Method (Email, WhatsApp, Slack, Zoom)

Primary Call-to-Action (book a call, walk-in, free trial, buy online)

Conversion Rate

Top 3 Business Goals (next 12 months)

Seasonality or Peak Demand Months

Quarter 1

Quarter 2

Quarter 3

Quarter 4

What do you think you need help with?

Get a Pipeline Full of Ready-to-Buy Leads (On Autopilot)

Close Deals While You Sleep (Automated Follow-Up Systems)

Turn Cold Leads into Buyers (Text & Email Campaigns)

Convert More Visitors into Customers (Sales Pages & Funnels)

Get 5-Star Reviews Automatically (Reputation Management)

Stay Top of Mind on Social Media (Automation & Scheduling)

Get More Sales for Less (ROI-Driven Ad Campaigns)

Know Exactly What's Working (Real-Time Reporting)

Give Clients Instant Access (Dedicated Portals)

Free Up 80% of Your Time (Business Automation)

Get Scroll-Stopping Reels (Content Creation)

Launch a High-Converting Website (24/7 Sales Machine)

Secure Credential Sharing

Domain Registrar / DNS Provider

Website CMS / Platform

Email Platform / Admin Console

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Let's Get To Know Your Business

Share your basic info so we tailor communications, send leads to the right

place and better understand your brand foundation

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