Partner Name

About Referral

Organization

Full Name

Email *

Phone *

PROJECT OVERVIEW:

What are your biggest objectives and business goals right now?

Attract New Business (more or better leads, more sales)

Engage my audience better (better content, resources, or support)

Successfully Lunch Something (product, service, book, event etc)

Improve HR or recruitment process

How many qualified leads per month would your business need in order to see significant growth?

1-10

11-100

100-500

500+

What's not working in your business at the moment?

Not getting enough leads

Not getting the right leads

Not getting enough sales

Struggling to understand our audience

Our sales process is too manual

What you need help with:

Lead generation & sales funnel

AI / automation system build

Operations / All-in business system

One-time consultation / strategy

Business Growth Assessment & 12-Month RoadMap

What Field Are you In?

Coaching / Consulting

Education / Training

Health / Wellness

Marketing / Creative

Non-Profit/ Public Sector

Professional / Home Services

Retail & Consumer Goods

Tech/ Software

Trades / Construction

Travel Hospitality

Lead Broker / Lead Reseller / Middleperson

Other

Other (Please specify):

How ready are you to implement?

Need help ASAP

Within 30 days

Curious / Exploring

Are you the main decision-maker?

Yes

Shared

BUDGET:

What is budget range allocated for the growth process? Approx. savings or capital to invest?

What is budget range allocated for the marketing project?

Less than $10,000
$10,000 - $25,000
$25,000 - $50,000
$50,000 - $100,000
Over $100,000
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Monthly business revenue?

Pre-Revenue
Under $10,000
$10,000 - $50,000
$50,000 - $100,000
Over $100,000
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PREVIOUS MARKETING EFFORTS:

ADDITONAL INFO:

Anything I should know before I speak with them?

Can we mention your name when we contact them?

Yes

By providing email/phone number, Referral agrees to receive call/text/email messages from the business.