Pre-Consultation Intake Form | Tay Price Photograph

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TELL US ABOUT YOUR BUSINESS

This short intake helps us understand your business, current marketing efforts, and what you’re looking to accomplish. Your answers allow us to come into our consultation prepared, identify potential opportunities, and make the conversation specific to your goals.

BUSINESS INFORMATION

First name

Last name

Business name

Phone

Website

Instagram/Social Accounts

What does your business offer?

Who is your ideal customer?

CURRENT MARKETING

How are you currently generating new customers/leads?

Are you currently running paid ads?

How often are you creating/posting content?

Who currently handles your marketing/content?

What has been working well?

What do you feel isn't working?

THE PROBLEM

What made you schedule this call?

What's the biggest challenge you're currently experiencing with your marketing?

If you could improve one thing about how your business shows up online, what would it be?

GOALS

What's the primary result you're looking to achieve over the next 90 days?

BUSINESS CONTEXT

Which service or offer would you most like to generate more business for?

Do you have the capacity to take on more customers right now?

INVESTMENT

If we identify an opportunity to help you accomplish these goals, what level of investment are you comfortable allocating toward marketing and content over the next 90 days?