Name
*
First Name
Last Name
Business Name
Email
Phone
(###)
###
####
Mailing Address
We send welcome gifts and a few fun surprises along the way!
Address 1
Address 2
City
State/Province
Zip/Postal Code
Country
Are there any team members we should know about or loop in?
(Names + roles + best emails)
Approximate size of your Email List:
Are you currently using a CRM or email marketing platform (like Flodesk, ConvertKit, Mailchimp)? If so, which one?
If you’ve written a book, created a course, or have other signature assets, drop the links here:
Any past marketing campaigns or tactics that worked really well? Tell us what you’ve loved (or what flopped!):
Do you have any press features, podcast appearances, awards, or notable media we should know about? Share the links and/or brag a little!
Any words/phrases you love using?
Any words/phrases you want us to avoid?
How comfortable are you with sharing personal stories or behind-the-scenes content as part of your brand narrative?
Are there personal elements of your story (family, health, career pivots, etc.) you want us to know about and possibly include?
Do you currently support any charitable organizations or causes? Are you involved in your local or professional community in any way?
(Volunteering, boards, mentoring, etc.)
What do they struggle with most before working with/buying from you?
Who are your main competitors, if any?
Any audience segments you want to reach more of this year?
What are you currently selling? Please list each main offering + price point:
What’s your revenue goal for the next 6–12 months?
What’s your current sales process?
(Consult calls? DMs? Application forms? Launches?)
Do you send a newsletter? If yes, how often?
Do you post on social media regularly? What’s your current process like?
(Planned ahead, real-time, outsourced, etc.)
Have you created any past promotional materials you loved?
(Links to PDFs, past sales pages, branding kits, decks, launch emails, etc.)
As a founder, how do you prefer to communicate?
(Check all that apply)
Any other strengths or unique skills we should lean into as we develop your marketing strategy?
Do you have any upcoming milestones, anniversaries, or big moments we should know about?
(Examples: Business anniversary, product launch, rebrand, move, expansion, book release, keynote speaking gig, etc.)
Any specific dates or seasons that are especially important in your business or industry?
(We can plan ahead for press, social content, or special campaigns!)
