Marketing and Consulting Intake Form

Business Information

Business Name *

Primary Contact First Name *

Primary Contact Last Name *

Primary Contact Email *

Primary Contact Phone *

Street Address *

City *

State *

Country *

Postal code *

Business Website *

Year Established *

Number of Employees *

Services Offered

What are your typical service call or project prices (average ticket size) for what you selected above? *

Target Market

What areas (cities/zip codes) do you currently serve? *

What is the average income level of your target customer? *

0 - $75,000

$75,000 - $150,000

$150,000 - $225,000

$225,000+

Who is your ideal customer?

Homeowner

Business

Other

Are you interested in expanding your service area?

Yes

No

Marketing History

Have You Done Any Marketing in the Past? *

Yes

No

Online Presence

Social Media Profiles (provide URLs):

Do you have a Google My Business profile?

Yes

No

Is it verified?

Yes

No

Not sure

How many online reviews do you have on Google (approximate)?

Do you use any tools for managing online reviews?

Yes

No

Goals and Objectives

What are your primary goals for this marketing program?

Increase Leads

Boost Online Visibility

Generate More Revenue

Other

What does success look like for your business after 6 months?

Are there any specific areas where you feel your business needs the most help?

Do you have a budget in mind for marketing?

Yes

No

Budget Range

What is your annual income goal for your business this year? *

0 - $1 Million

$1 Million - $3 Million

$3 Million - $10 Million

$10 Million - $20 Million+

Competitors

Who are your main competitors? (provide names or URLs):

What do you feel they do well?

What sets your business apart from your competitors?

Tools and Systems

What tools or platforms are you currently using for your business?

Do you have existing workflows or automation for a lead follow-up?

Yes

No

Do you have an email marketing list?

Yes

No

Additional Information

Are there any seasonal trends in your business? (e.g., busiest months, slow periods):

Do you have any upcoming promotions, sales, or special offers?

3. Is there anything else you would like us to know about your business?

Yes

No

What else would you like us to know

Optional

Attach any additional marketing materials, images, or branding files you think would be helpful.

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