Free Marketing Report

Full Name

Email *

Phone *

Business Name

Website

Business Adress

Industry/Niche

Primary Services or Products Offered

How long have you been in business?

Local Service Business Owner

What is your business mission or vision?

What do you consider your company’s greatest strengths?

What was your revenue over the last 12 months?

How much do you currently spend per month on marketing & advertising?

What percentage of your revenue comes from digital channels?

Do you sell directly online (e-commerce, service bookings, etc.)? Yes, we sell physical products Yes, we offer service bookings online No, we generate leads but do not sell online Other

Why do you want to grow your digital presence?

Do you have a CRM or lead tracking system? CRM Name if Yes.

What are your top 3 marketing challenges right now?

What is your #1 goal for the next 12 months?

What is your average customer value (ACV) or lifetime value (LTV)?

What services do you offer that you’d like to promote the most?

Who is your primary target audience?

What are their biggest pain points or challenges?

Why do your customers choose you over competitors?

List up to 3 competitors & what makes them strong.

Which platform(s) bring you the most engagement or leads?

What is your current lead-to-client conversion rate?

Do you have an intake team to handle leads and inquiries? Yes No

What topics or themes do you believe resonate most with your audience?

What content has performed the best for your brand?

Do you currently have a marketing budget allocated?

How much time does your team spend on marketing each week?

What metrics matter most to you in tracking success?

Do you use any analytics or tracking tools to measure performance (e.g., Google Analytics, SEMrush, HubSpot)? Yes No

What is your biggest pain point or frustration when it comes to marketing your business?

If you could fix one thing about your marketing today, what would it be?

What do you feel is the biggest untapped opportunity for your business?

Why do you believe now is the right time to improve your marketing efforts?

Is there anything else we should know about your business or challenges?

Marketing Strategy Plan

Marketing Strategy Plan

Business Background

Business Strengths & Current Performance

Which lead sources currently generate the most revenue for you?

Do you sell directly online (e-commerce, service bookings, etc.)?

Business Goals & Challenges

Target Audience & Competitor Insights

Marketing & Advertising Strategy

Which social media platforms are you currently active on?

Do you have an intake team to handle leads and inquiries?

Content & Engagement Strategy

How do you currently engage with your audience?

Budget, Resources & Tracking

Do you use any analytics or tracking tools to measure performance (e.g., Google Analytics, SEMrush, HubSpot)?

Challenges & Opportunities

Final Questions (Optional)