Consult Intake Form

Business Information

BUSINESS NAME

BUSINESS PHONE

CONTACT

MOBILE

Street Address

City

Region/State/Province

Postal / Zip code

Website

Marketing Audit

1. Business Basics

NEW BUSINESS

(target open date)

EXISTING BUSINESS

(Year Opened)

2. Current Marketing Assets Being Used (Check All That Apply)

FACEBOOK INSTAGRAM WEBSITE

PRINT ADVERTISING

DIRECT MAIL

OUTDOOR, BROADCAST, ADWORDS / CPC, OTHER

3. If You Currently Have A Marketing Campaign, Please Tell Us A Little Bit About It & How You Are Tracking Its Effectiveness:

4. Tell us about who your ideal customer is. For example, if you’re marketing to consumers, provide details related to the demographics & geographic of your target customer. If you’re marketing to other businesses, what type of company are you trying to reach and where should they be located for you to consider them a perspective customer.

5. Anything we SHOULD know about your business that you feel is critical to relay to potential customers? What makes your business special? What do you do to stand out from the competition?

Thanks for submitting!