Intake Form

The Form

BUSINESS ESSENTIALS

Gathering information about your business

Name of BusinessBusiness ContactPhoneAccept Texts?EmailLocation of BusinessYears in BusinessSales Footprint (Choose the closest applicable)Where do your sales take place? (Choose the closest applicable)If your sales occur in person/consultation, how large is your sales team?What is your estimation of your sales cycle?What is the URL of your website? (Enter N/A if not applicable. NOTE: if you do not have a website, this form becomes VERY important)Please upload any relevant marketing, sales, or promotional materials (flyers, brochures, etc) PDFs only, please.

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BRAND ATTRIBUTES

Your brand attributes are the components of your brand that make your business unique.Your brand attributes are divided into five categories: Assets, Approach, Skills, Mission, and Offer. You'll be asked to provide information for each category. It's vital that your answers here are as detailed as possible, as this information is the core of your competitive advantage.

Assets: What resources, technologies, or intellectual property does your company possess? (For example, Patented, eco-friendly manufacturing process, custom built, CRM system, exclusive partnerships with sustainable suppliers, number of stores, etc.Approach: How would you describe your company's method or philosophy in delivering products/services to customers? (For example, customer-first approach, consultative selling process, focus on personalized solutions, emphasis on customer service, and/or after-sales support) Skills: What are the top 3-5 areas of expertise with your team that contribute to your company's success? (For example, sustainable product design, proprietary recipes, customer service, supply chain optimization, artistic design skills)Mission: In one sentence, what is the primary purpose or goal that drives your company's operation? (For example, "To provide innovative, eco-friendly home solutions that improve quality of life while minimizing environmental impact."Offer: Describe your primary products and services. (For example, smart home devices, meal prep services, auto detailing services)Please provide three adjectives that describe your businessWhat is your pricing strategy? (For example, a premium pricing strategy based on manufacturing process or quality of ingredients, tiered pricing for different product lines, seasonal promotions and limited-time offers to drive sales, introductory pricing, volume discounts)

MARKETING POSTURE

Here is where we seek to understand what you're currently doing in the way of marketing.

How much do you currently spend on marketing per month? Estimates are fine.What are your current marketing activities? What has been successful/unsuccessful? Please be specific.

BUSINESS GOALS

Here is where we seek to understand what your near- and medium-term business goals are so that we may measure your success.

What is your primary business goal for the next 6-12 months? (For example, increase revenue by X%, boost website traffic by X%, launch a new product line, expand operations)What Key Performance Indicators (KPIs) do you currently track? (For example, website visits, gross revenue, size of customer base, number of repeat sales)What do you feel is your greatest obstacle from a marketing standpoint?What are your must-haves for any future marketing efforts?What are your must-avoids in any future marketing efforts?

Thank you! Your submission has been received! Once we have reviewed your information, we will contact you to schedule a discovery call to confirm your form submission information. Please keep an eye on your spam folder for an email from info@thesmallbizcmo.com.

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