BIROQ Consulting Intake Form

BIROQ Consulting Intake Form

This onboarding form helps us understand your business, goals, challenges, and current marketing efforts so we can tailor a strategy that fits your needs. The information you provide allows us to apply AI-powered analysis, forecasting, and consulting to drive measurable growth.
Name

First NameLast Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Business Name:
Business Website:
Can you describe your business in one sentence?
What products or services are your main revenue drivers?
Who is your target customer?
Who are your top 3 competitors?
Which marketing channels are you currently using?

Social MediaSEO (Search Engine Optimization)Paid Ads (Google, Social, etc.)Email MarketingReferrals / Word of MouthI Don't KnowNone
Which channels bring you the best ROI right now?
Do you have a sales funnel in place?

YesNoNot Sure
What is your current monthly marketing budget?

Less than $1,000$1,000 – $5,000$5,000 – $10,000Not Sure
Do you track customer data?

YesNo
What analytics tools do you currently use?

Google AnalyticsCRM (HubSpot, Salesforce, Zoho, etc.)Spreadsheets / Manual TrackingNone
What data do you wish you had but don’t currently track?
What are your short-term (90-day) business goals?
What are your long-term (12–24 month) growth goals?
What’s the biggest challenge holding your business back today?
How do you currently generate new leads?
What is your average customer acquisition cost (CAC)?
How do customers usually find out about you?
What makes your business different from competitors?
What do you expect from a consulting & digital marketing partner?
How often would you like progress updates?

WeeklyBi-weeklyMonthly
What’s the best way to communicate with you?

EmailPhoneZoom/Video CallTextOther
Are there any non-negotiables or dealbreakers we should know?
What would “success” look like to you in 6 months?
If we could solve one business problem for you immediately, what would it be?
Thank you for completing this onboarding form! Once submitted, our team will review your responses and prepare a market insights plan tailored to your business goals.
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