Name *
E-Mail *
Company Name *
Address Line 1
Address Line 2
City
Province
Phone
Website
Primary industry category (i.e: Elder Law)
Secondary industry category (i.e.: Attorney)
Describe your business and revenue streams
Target market(s)/Ideal Client description
Why do people buy from you v. competitors?
Products/services offered
Most profitable products/services
What is one word customers use to describe your brand?
Terms people search when looking for a business like yours (i.e.: Remodeling Contractor Toronto) one term per line
What are your most effective lead generation activities?
Describe current CRM (Customer Relationship Management) system
List current business goals and KPIs
List the names of any current marketing-related service providers
Email hosting (ie: Gmail, web host)
Web hosting (ie: GoDaddy, Hostgator, Synthesis)
Google My Business URL
Facebook URL
Twitter page URL
LinkedIn page URL
Instagram page URL
Industry review sites (i.e.: Avvo for attorneys, Houzz for home remodeling)
Top 3 competitors (Name and URL)
Please list the names and emails for your top 5-10 ideal clients you would like us to interview (we will not reach out to these clients until after we speak with you)
