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STEP 1
STEP 2
STEP 3
ENTER YOUR INFORMATION BELOW:
FIRST NAME
LAST NAME
EMAIL
PHONE
COMPANY
TITLE
Founder
C-Suite
VP / Director
Manager
Non-Manager
WEBSITE
HOW MUCH DO YOU SPEND ON MARKETING PER MONTH?
$0 - $5,000
$5,000 - $10,000
$10,000 - $15,000
$15,000 - $20,000
$20,000 - $25,000
$25,000 - $30,000
$30,000 - $35,000
$35,000 - $40,000
$40,000 - $45,000
$45,000 - $50,000
$50,000+
Success! Taking you to Step 2 :)
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STEP 1
STEP 2
STEP 3
TELL US ABOUT YOUR BUSINESS:
CORE BUSINESS
MARKETING
SOCIAL MEDIA
CURRENT TEAM SIZE
0 - 5
5 - 10
10 - 25
25 - 50
50 - 100
100+
MARKETING DEPARTMENT SIZE
0 - 5
5 - 10
10 - 25
25 - 50
50+
STRONGEST SOCIAL MEDIA CHANNEL
YouTube
Instagram
Tik Tok
LinkedIn
Other
ANNUAL REVENUE
$0 - $1,000,000
$1,000,000 - $3,000,000
$3,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000 - $25,000,000
$25,000,000 - $50,000,000
$50,000,000+
Marketing primary goal
Generate More Qualified Leads
Convert More Leads into Sales
Brand Exposure or Visibility
Something Else
NUMBER OF FOLLOWERS
0 - 100,000
100,000 - 250,000
250,000 - 500,000
500,000 - 1,000,000
1,000,000 - 3,000,000
3,000,000 - 5,000,000
5,000,000 - 10,000,000
10,000,000+
REVENUE FROM DIGITAL PRODUCTS
$0
$1 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $3,000,000
$3,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
EMAIL LIST SIZE (ACTIVE ONLY)
0 - 10,000
10,000 - 25,000
25,000 - 50,000
50,000 - 100,000
100,000 - 250,000
250,000 - 500,000
500,000 - 1,000,000
1,000,000+
LINK TO CHANNEL
REVENUE FROM PHYSICAL PRODUCTS
$0
$1 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $3,000,000
$3,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
REVENUE FROM COACHING / HIGH TICKET
$0
$1 - $100,000
$100,000 - $250,000
$250,000 - $500,000
$500,000 - $1,000,000
$1,000,000 - $3,000,000
$3,000,000 - $5,000,000
$5,000,000 - $10,000,000
$10,000,000+
YOUR MARKETING NEEDS / OBJECTIVES:
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STEP 1
STEP 2
STEP 3
SELECT WHERE YOU NEED HELP THE MOST:
AUDIENCE
FUNNEL
PRODUCT
oRGANIC CONTENT STRATEGY
I need help monetizing my audience
I need help growing my audience
I need help creating better content
I post content but not consistent
I don't have a strategy (...and need one!)
LANDING PAGES
My landing pages convert at 5%
My landing pages convert at 3-5%
My landing pages convert at 2-3%
My landing pages convert at 1-2%
I don't know my landing page conversion
LEAD MAGNETS
I have 10+ lead magnets
I have 5-10 lead magnets
I have 2-5 lead magnets
I have 1 lead magnet
I don't currently have a lead magnet, need to create
PAID CONTENT STRATEGY
I currently spend $100k+/mo on ads
I currently spend $50k-100k/mo on ads
I currently spend $30k-50k/mo on ads
I currently spend $10k-30k/mo on ads
I currently spend $5k-$10k/mo on ads
I currently spend $1k-$5k/mo on ads
I currently spend $0-$1k/mo on ads
CHECKOUTS
My checkouts convert at 20%+
My checkouts convert at 15-20%
My checkouts convert at 10-15%
My checkouts convert at 5-10%
My checkouts convert at 3-5%
My checkouts convert at 1-3%
My checkouts convert at <1%
I don't know my checkout conversion
TRIP WIRES
My trip wire(s) generate $100k+/mo
My trip wire(s) generate $50k-$100k/mo
My trip wire(s) generate $30k-$50k/mo
My trip wire(s) generate $10k-$30k/mo
My trip wire(s) generate $5k-$10k/mo
My trip wire(s) generate $1k-$5k/mo
My trip wire(s) generate < $1k/mo
I don't currently have any trip wires
SOCIAL MEDIA GROWTH
I make $1m+/year from social media
I make $500k-$1m/year from social media
I make $250k-$500k/year from social media
I make $100k-$250k/year from social media
I make $0-$100k/year from social media
EMAIL & SMS AUTOMATIONS
I have robust email & sms automations in place
I have some automations, but they need improvement
I have email automation, no sms
I have sms automation, no email
I have no automations in place, need setup
CORE OFFER
My core offer(s) generate $100k+/mo
My core offer(s) generate $50k-$100k/mo
My core offer(s) generate $30k-$50k/mo
My core offer(s) generate $10k-$30k/mo
My core offer(s) generate $5k-$10k/mo
My core offer(s) generate $1k-$5k/mo
My core offer(s) generate < $1k/mo
I don't currently have any core offer(s)
ANALYTICS & REPORTING
We have strong analytics & need insight
Our anaytics are ok, needs cleanup
Little/no analytics, need setup
CUSTOMER JOURNEY
We have a clear customer journey with AoV + LTV targets
We have a general customer journey without key targets
We have a rough idea, but no precise map in place
We're totally winging it, but it sort of works
We have nothing in place and need to outline asap
RECURRING PROGRAMs
My recurring program(s) generate $100k+/mo
My recurring program(s) generate $50k-$100k/mo
My recurring program(s) generate $30k-$50k/mo
My recurring program(s) generate $10k-$30k/mo
My recurring program(s) generate $5k-$10k/mo
My recurring program(s) generate $1k-$5k/mo
My recurring program(s) generate < $1k/mo
I don't currently have any recurring program(s)
SALES & CONVERSION
10+ reps, strong close rate
5-10 reps, good close rate
3-5 reps, ok close rate
1-3 reps, close rate needs improvement
0 reps, need to hire & train
CRM
Fully functional CRM with organized lists & clear ascension
CRM in place, organized but not optimized
CRM in place, not organized and needs cleanup
CRM in place, but not really using it
No CRM in place
HIGH-TICKET OFFERS
My HTO(s) generate $100k+/mo
My HTO(s) generate $50k-$100k/mo
My HTO(s) generate $30k-$50k/mo
My HTO(s) generate $10k-$30k/mo
My HTO(s) generate $5k-$10k/mo
My HTO(s) generate $1k-$5k/mo
My HTO(s) generate < $1k/mo
I don't currently have any HTO(s)
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