We’re here to help! Please complete the form below so we can better understand your marketing needs. Thank you!

Full Name *

Organization Name *

Email *

Phone *

Business Website *

Type N/A if you do not currently have a website

Your Current Role in Organization *

Owner/Founder

Executive/Director

Marketing Manager

Operations Manager

Other

Main Challenges (Select All That Apply) *

Generating consistent leads

Converting leads to clients

Nurturing prospects automatically

Managing technology tools

Tracking marketing performance

Other

If previous answer is Other, please explain

Current Marketing Tools (Select All That Apply) *

CRM (e.g., HubSpot, Salesforce)

Email marketing (e.g., Mailchimp, ActiveCampaign)

Social media scheduling tools

Paid advertising platforms

I’m not using any tools yet

Familiarity with Marketing Automation *

Very familiar—I use it often

Somewhat familiar—I’ve tried a few tools

Not familiar—I need guidance

Current Lead Flow *

Consistent and predictable

Inconsistent—some months are better than others

Very limited—we rarely get new leads

Monthly Marketing Budget *

Under $2,500

$2,500-$5,000

$5,000-$10,000

Over $10,000

Not Sure

Biggest Priority *

Having a steady flow of leads

Automating follow-up and booking

Improving conversion rates

Simplifying my tech stack

Clarifying my growth strategy

Other

Timeline to Implement Solutions *

ASAP

Within 1-3 months

3-6 months

Just exploring for now

Are you the decision-maker for marketing and technology investments? *

Yes

No

I share responsibility

Additional Details or Questions

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