Section 1: Your Business Step 1 of 5
🔍 Full Discovery

Let's Build Something
Worth Building

20–25 questions, 15–20 minutes. The more you share, the more specific and useful our recommendation will be.

Section 1

Your Business

Help us understand who you are and what you're building.

Contact Information
1. Business name and industry *
2. How long have you been in business?
3. Team size
4. Approximate annual revenue
5. Who is your primary customer? (check all that apply)
6. How do you currently acquire most of your clients? (check all that apply)
Please fill in your name, email, business name, and industry before continuing.
Section 2

Brand & Presence

We need to know where you stand before we can say where you're going.

7. How would you describe your current brand and visual identity?
8. Do you have a website?
9. Describe your brand voice in 3 words
10. Who are 1–2 brands whose communication style you admire? (any industry)
Section 3

Marketing & Content

What's working, what's not, and what's being ignored.

11. How consistent is your current content output?
12. Which channels matter most to your audience? (check all that apply)
13. Do you currently send email newsletters or automated sequences?
14. What's your biggest content challenge? (pick one)
Section 4

Operations & Automation

Where are you bleeding time and money?

15. How many hours/week does your team spend on repetitive manual tasks?
Data entry, copy-paste, chasing follow-ups, writing same emails, manual reporting
16. Which manual processes eat the most time? (check all that apply)
17. Do you use a CRM (customer relationship management system)?
18. What's your current tech stack? (check all you use)
19. Have you tried building automations before?
Section 5

Goals & Budget

What does success look like, and what are you willing to invest?

20. What are your top goals for the next 6 months? (select up to 3)
21. What's your primary success metric?
How will you know it worked?
22. Monthly budget for marketing + automation support?
23. Have you worked with an agency or freelancer before?
24. What's your decision-making process?
25. Anything else we should know?
Context, constraints, dealbreakers, must-haves, or anything that didn't fit above

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