Consulting Intake Questionnaire

Product/Service Clarity
What products or services do you currently offer?*
Who is your ideal customer or target audience?*

Marketing Overview
What marketing efforts are you currently using (check all that apply)*

WebsiteEmail MarketingGoogle AdsSocial MediaSearch Engine Optimization - SEOReferrals/NetworkingDirect MailOther
Which ones have been most effective?*
What are your biggest frustrations when it comes to marketing?*

Business Goals
What are your top 3 business goals for the next 12 months?*

Budgets, Resources, and ROI
What is your current monthly marketing budget?
Do you have an in-house marketing team or external partners?

In-house Marketing TeamExternal Partners
What do you hope to walk away with from this engagement?*
Select the consulting option that best fits your needs.*

Momentum PackageGrowth PackageClarity PackageStrategy Intensive
Momentum Package - $4,800/mo (3-month minimum)

Ideal for CEOs and marketing directors seeking senior-level strategy, planning, and leadership without the full-time salary commitment.

Package includes:
- Fractional CMO Oversight (up to 10 hrs/mo)
- Complete GAP Analysis & Marketing Plan Development
- Team Coaching or Vendor Management
- Monthly Strategy Session (90 min)
- KPI & ROI Review by Channel
- Unlimited Email Access + 2 Emergency Calls/Mo
The Momentum package is ideal for business leaders who need a strategic partner to guide high-level marketing decisions, manage execution, and drive results without hiring a full-time CMO.
Growth Package - $3,200

Ideal for small business teams ready to fix marketing gaps and implement a lead system that works.

Package includes:
- Full GAP Analysis
- 3 Strategy Sessions (up to 60 min each)
- 90-Day Strategic Marketing Plan
- Channel Selection & Messaging Alignment
- KPI Dashboard Setup Template
- Weekly Email Check-Ins
This package delivers weeks of structure, strategic guidance, and measurable tools all for less than the cost of a single ad campaign.
Clarity Package - $995

Perfect for new business owners, solopreneurs, or nonprofits needing clarity and a focused direction.

Package includes:
- 90-Min Discovery & Strategy Session
- GAP Assessment (Lite Version)
- Customized 30-Day Marketing Action Plan
- 1 Follow-Up Accountability Session
This package delivers direction, structure, and a system you can use right away.
Strategy Intensive - $495

Preferably for business owners seeking clarity on a specific marketing challenge.

Package includes:
- One 75-minute deep-dive session
- Targeted issue resolution
- Follow-up summary with next-step recommendations
A powerful way to get expert insight and walk away with a clear plan, no long-term commitment required.

Select A Day and Time For Your Discovery Call
**IMPORTANT: After booking your consultation, click the button below to Submit your assessment.**
Should be Empty:

Consulting Intake Questionnaire

Product/Service Clarity

Marketing Overview

Business Goals

Budgets, Resources, and ROI

Momentum Package - $4,800/mo (3-month minimum)

Growth Package - $3,200

Clarity Package - $995

Strategy Intensive - $495

**IMPORTANT: After booking your consultation, click the button below to Submit your assessment.**

IMPORTANT: After booking your consultation, click the button below to Submit your assessment.