Strategy Intake Form Please complete this intake form 48 hours prior to the kick-off meeting with Thamva Consulting. Name * First Name Last Name Email * Company Name * Address Phone (###) ### #### Website http:// BUSINESS OVERVIEW What is the Mission and Vision for your company? What are your short-term and long-term business goals and objectives? (Please include current revenue and revenue growth goals) What does success look like in the next 12-24 months? Primary industry category and what makes your company unique in your industry? Describe your most profitable products/services Describe what differentiates your business from competitors List any key performance metrics you track to view success. (ie: revenue, leads, website traffic, profit, sales conversions, products sold, new customers, etc.) MARKETING ASSESSMENT What are your short-term and long-term marketing goals and objectives? Describe your current lead generation tactics Describe your current lead generation process Describe any customer retention/repeat processes What is your #1 marketing challenge today? BRAND ASSESSMENT Describe your ideal client or client segments* What is your core message of differentiation? If you have one, how would you (or your clients) describe your brand personality Describe your brand identity assets (Logo, color scheme, typography, and visual assets) List your top 3 competitors (Name and URL): Please list the names and emails for your top 5 ideal clients you would like us to interview (we will not reach out to these clients until after we speak with you): GROWTH ASSESSMENT What channels are you currently using for marketing growth (Click all that apply)* Online Paid Ads (i.e., Google) Social Media Content Marketing Networking Referrals Sales Outreach Strategic Partners Search Engine Marketing Email Marketing Print or Media Advertising (Radio, News, TV) PR or Media Relations Events or Sponsorships Other If selected above, describe other "channels" for marketing growth. Describe your current sales cycle (How long does it take you to acquire and client?) Do you have any previous marketing materials (brand books, collateral, ad examples, etc.) that you can share?* Yes No What’s your current process for deciding what content to create, who it’s for, and how it supports your business goals or customer journey? What is your current marketing budget and how is it determined? What current marketing technology are you using (ie CRM, Google analytics, content creation, etc). Please include the names of any tools you are using. Who is currently handling your marketing today? Please include both internal team members and outside partners, agencies and contractors. CUSTOMER ASSESSMENT Describe your new customer transaction process (proposal, quote, agreement, online shopping cart, contract) Describe your new customer onboarding process Describe any after-sale follow-up and communication (Routine reporting, post-sale survey, Wow process) Describe any processes to access customer satisfaction, request testimonials or reviews. Thank you for taking the time to complete this form! Thank you! Thavma Insights Sign up to receive strategic marketing tips and resources! First Name* Last Name* Email* Submit Marketing by ActiveCampaign
