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We are excited for the chance to connect with you!

We’d like to know more about you to better understand how we can help. Not all verticals are ideal for our process, so the details you provide help us to determine a great fit. Once this form is complete you will be redirected to our calendar. We look forward to “meeting” you on the inside.

- Step 1 of 5

Contact Info

Name *

First

Last

Email *

Website / URL *

Phone *

I will be digging into all of the info prior to our call and will have a well thought out plan/strategy that I will layout for us to discuss. ~ Darren

USP / Unique Selling Proposition

What is your Unique Selling Proposition - Why does your client need your product or service? (As a guideline - “Great Customer Service is NOT a USP”) *

Who is your target market?

Vertical / Industry *

i.e. Saas, healthcare, Construction, Medical Devices, etc...

Geographic/Area Focus (if not specific please add “NA”) *

i.e. United States, UK, New York City Area, etc...

What is the Lifetime Value of Your Client *

Recurring
One-time fee
Signed Agreement / Contract Required

How do you track client tenure?

i.e. CRM, CSV, I do not currently, etc...

Do you have reporting on “why clients leave”?

Yes
No

Do you participate in “upselling” to your current client base?

Yes
No

What online or offline advertising are you currently doing? *

Facebook
Retargeting
Geo-Fencing
Google PPC
Other
None

What is your current total monthly ad spend? *

None
$1-$500
$501 - $1000
$1001 - $2500
$2501 - $5000
$5001 or more

Do you currently have a Business Line of Credit?

Yes
No

Are you currently doing SEO on your Website? *

Yes
No

Your Team

Do you have a Sales Team? *

Yes
No

If yes, how many?

1-3
4-7
8+

Are you currently utilizing a CRM tool? *

Yes
No

Which tool are you using?

Your Business

How long has your current business been in existence? *

Less than a year
1-2 years
3-5 years
5+ years

If in business for more than 1 year, what was your most recent annual revenue? *

0-$50,000
$51,000 - $75,000
$76,000 - $125,000
$126,000 - $200,000
$201,000 - $350,000
$351,000 - $500,000
$501,000 - $750,000
$751,000 - $1M
$1M +

Name

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