Name of Business/Client:

Date: 

Phone Number:

Business Address: 

Description

Yes/No

Did you have annual revenue in the previous year?

• Yes

• No

Do you have a projected annual revenue for the current year?

• Yes

• No

Have you determined the percentage of annual revenue allocated to marketing?

• Yes

• No

Have you specified areas of marketing spend (e.g., advertising, SEO, social media, content marketing, events, etc.)?

• Yes

• No

Do you have data on the ROI of your marketing efforts for the past year?

• Yes

• No

Do you have marketing goals and objectives for the current year?

• Yes

• No

Did you have marketing expenses in the previous year?

• Yes

• No

Have you defined Key Performance Indicators (KPIs) to measure the success of your marketing campaigns?

• Yes

• No

Do you have insights into your competitors' market share?

• Yes

• No

Do you know the approximate marketing budgets of your main competitors?

• Yes

• No

Do you have a marketing timeline with planned campaigns or events?

• Yes

• No

Are there specific marketing channels you find most effective for your business?

• Yes

• No

Have you encountered any marketing challenges or obstacles that you would like us to address?

• Yes

• No

Can you provide a detailed breakdown of your marketing expenses for the previous year?

• Yes

• No

Have you allocated a total marketing budget for the current year?

• Yes

• No