MARKETING & SYSTEMS ASSESSMENT

Step 1 — Business Review & Strategy Call

MARKETING & SYSTEMS Assessment

( Required Before Strategy Call )

CONTACT DETAILS:

Full Name: *

Email: *

Phone: *

Only used to confirm your strategy session.

Organization:

Website:

BUSINESS CONTEXT:

In a few sentences, how would you describe your business today?

Which best describes your current situation?

Building something new

Growing an existing business

Operating but feeling stuck

Scaling and needing better systems

Reassessing direction

What stage best reflects your business right now?

Idea / pre-revenue

Under $250K annually

$250K – $1M

$1M – $5M

$5M+

Prefer not to say

MARKETING & VISIBILITY:

How do new leads or customers typically find you today?

Referrals / word of mouth

Website / SEO

Paid ads

Social media

Email marketing

Partnerships

Not consistent / unsure

How confident are you in your current marketing performance?

Very confident

Somewhat confident

Neutral

Not very confident

Unsure / unclear

Do you have a clear, defined funnel or customer journey in place?

Yes — clearly defined and documented

Somewhat — parts exist but not fully connected

No — it’s informal or inconsistent

Not sure

SYSTEMS & AUTOMATION:

What do you feel is currently holding growth back the most?

Messaging / positioning

Lead flow

Conversion

Follow-up

Systems / automation

Time / capacity

Clarity on next steps

How would you describe your execution right now?

Structured and consistent

Somewhat organized

Reactive

Disorganized

Unsure

If you could fix one thing in the next 90 days, what would have the biggest impact?

EXECUTION & CONSTRAINTS:

What systems or tools are currently in place?

CRM

Email automation

Appointment booking

Lead tracking / pipelines

Analytics / reporting

None / very minimal

How does follow-up happen after someone inquires or opts in?

Automated and consistent

Partially automated

Manual

Inconsistent / ad hoc

Not sure

Where do you feel systems or automation break down the most?

Lead capture

Follow-up

Scheduling

Internal handoffs

Reporting / visibility

Not sure

GOALS & READINESS:

What are you hoping to achieve in the next 3–6 months?

What kind of support are you most interested in exploring?

Marketing strategy

Funnels / websites

CRM & automation

Lead generation

Systems & execution support

Not sure yet

How ready are you to take action if a clear path forward is identified?

Ready now

Soon

Exploring options

Just looking for clarity

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