Client Readiness Form

We really want to make the most of our time together and ensure we're a good fit! We ask you please fill out this form at least 24 hours prior to our call. We understand it is lengthy, but not all of the questions are required so just skip over what isn't relevant to you!

First name

Last name

Company name

Email

Briefly describe your business and what you hope to achieve with marketing.

Have you worked with a marketing agency or consultant before? Briefly describe the experience.

I have professional photography & video content to support marketing efforts

I have a full brand guide (logo, colors, typography, messaging)

Current Brand Guidelines

Current Web Builder

Your Website

Even if it is in development!

I have access to my website and domain name

Please provide links to your social media profiles:

I have access to all of my existing social media channels (Meta Business Suite)

What are your expectations for our role in achieving your marketing goals?

What would make our partnership a success?

What is your preferred communication method and frequency of updates?

Provide copies of existing strategy docs, tone of voice guides, or content libraries if they exist

What are some other brands you like?

What is your current capacity for handling new customers?

Do you have preset goals or KPIs and do you track these?

What is your internal decision-making process for approving marketing strategies and budgets?

Describe your current sales process.

What is your allocated budget for marketing activities over the next 3 months?

Are you prepared to invest consistently in marketing long-term?

Do you have a budget allocated for scaling operations if marketing is successful?

Anything else we should know?

How soon are you looking to get started?

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Client Readiness Form

The Carver Ketchup!