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Quarterly marketing check-in

The following questions will help us better understand your marketing goals and how we can best pursue success in the upcoming quarter.

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Name *

First Name

Last Name

Business Name *

What worked well in the last 3 months for you and your business? Where did you see success? *

Where have the majority of your sales / leads come from in the past 3 months? *

Have you identified any specific goals for the upcoming quarter? If so, what are they? *

Do you have any events, promotions, or sales coming up this quarter that we should know about? Do you need support in identifying potential opportunities in the coming quarter? *

Are there any specific areas where you feel like you would like to improve? What are they? *

At a glance, which of the following services pique your interest? Please select any that we are already collaborating on together. *

Logo Design & Branding / Re-Branding

Website Development / Website Management / E Commerce Support

Email Marketing / SMS Marketing

Social Media Management

Photography

Short-Term Rental Marketing

Real Estate Marketing

Paid Advertising (Google, Instagram / Facebook, Pinterest, etc.)

Blog Writing & Management

Graphic Design

Copywriting

PR & Press

I Need Help With Something Else

Are there any areas of marketing support that you feel you need that is not listed above? If so, please share more details.

When you think about the next 3 months, what themes or events come to mind for your business? *

Please break it down month by month. Think sales, events, promotions, areas where you could use additional marketing support.

Thank you!

Ready to Book Your Quarterly Marketing Review Meeting?

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Quarterly Questions

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