Marketing Goal-Setting Questionnaire

We’re on a mission to transform how we talk about our work. 

At its core, marketing is a strategic tool aimed at achieving specific goals—most commonly, to boost your business. Understanding what you want to achieve helps us navigate towards your business goals more effectively. A well-defined, measurable goal isn’t just about giving you a roadmap; it’s about setting clear expectations, marking our progress, and ensuring we’re all on the same page. This clarity is crucial, as it enhances our ability to serve you with greater precision, accountability, and transparency.

The questions in this document are designed to dig deeper into your business, helping us gather the necessary insights to set a tangible, achievable marketing goal and outline the strategy to reach it. Your answers will help us understand the full scope of your marketing efforts, any systems you currently have in place for lead attribution, client dynamics, and business performance, guiding us to tailor our approach to fit your unique needs and objectives.

By taking the time to fill this out, you’re not just giving us data; you’re enabling a partnership that’s built on understanding and tailored to bring tangible results to your business. Let’s work together to pinpoint where you want to go and how we can get you there.

Estimated Time To Complete

This form may take up to 20 minutes for you to complete, depending on your role and/or the availability of specific performance and intake data about your business.

To Download As A Word Doc

If you are having trouble using this form, or simply prefer to work offline, you can click here to download this questionnaire as a Word Document. Once completed, you can send to 

To Save Your Progress

If you get interrupted or need to tackle this questionnaire n multiple sittings, you can use the "Save and Continue Later" buttons located at the right, and the bottom of the form to avoid losing your progress. This will option will close the form, and in it's place, a URL will appear that you can use to return to the form and pick up where you left off. This URL will expire after 30 days.

To Delegate To Someone Else

If there is someone else at the firm who may be a better fit to answer certain questions, you can use the Save & Continue button to generate a URL and email it to another person to help pick up where you left off. As long as you save your progress each time, you can do this as many times as necessary by using this button to generate a new link to save your progress.