Welcome to Strategy First

We need to get to know you better, please share as fully as possible.

The information you provide us in the form below will help us develop a more complete picture of your business as you see it today. We will use your answers as one aspect of the research we complete during this phase.

Once we receive your information, we will reach out to schedule a one-on-one meeting to conduct a full discovery session as the kick-off to our engagement.

Primary Contact(Required)

First Last

Please list names and emails of any other team members who will be participating in this engagement.

Company Name(Required)

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Email(Required)

Phone(Required)

Website(Required)

Primary Industry Category (i.e. Elder Law)(Required)

Secondary Industry (i.e. Attorney)

Describe your core business offering(Required)

Why do you do what you do? What is your driving force?(Required)

Ideal client(s) description:(Required)

Where are your ideal clients located?(Required)

Mostly local

Mostly national

Mix of both

Why do people buy from you vs. competitors?(Required)

What is one word that clients might use to describe your brand?

What are your products/services offered?(Required)

Most profitable products/services:

Terms people might search when looking for a business like yours (i.e.: Accountant or Remodeling Contractor Boise, ID) one term per line:(Required)

What are your most effective lead generation activities?(Required)

Describe your sales or lead conversion process.

Describe any retention or referral processes you have incorporated into your marketing.

What role does content, seo, advertising and/or social media play in your marketing efforts?

What is your #1 marketing challenge today?(Required)

Please list any KPIs or metrics you use to track growth.

What does success look like over the next year for your company?(Required)

Top 3 competitors (Name and URL)(Required)

Please list the names and emails for your top 5-7 ideal clients you would like us to interview (we will not reach out to these clients until after we speak with you)(Required)

Revenue (Current, 1yr goal, 3yr goal)(Required)

Please feel free to share any marketing materials, plans or descriptions that you think will help us better understand your organization. (Optional)

Drop files here or

Max. file size: 2 GB.

Please make [email protected] an admin user on your Google Analytics account.
Instructions for completing this step can be found here - Google Analytics Instructions.

Welcome to Strategy First

We need to get to know you better, please share as fully as possible.

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