Market Position Review Pre-Call Brief

First Name

Last Name

Phone Number

Business name

Business Industry

Role

Website

How long has the business been operating?

Under 1 year 1 to 3 years 3 to 7 years Over 7 years

Who currently manages your marketing?

I manage it myself We have a dedicated marketing person or manager We have a marketing team of two or more We use an external agency or freelancer A combination of internal and external No one is currently managing it formally

What is the positioning or growth problem you are experiencing?
Describe what is happening - stalled growth, hesitating buyers, unconverting spend, or something else. Be as specific as you can.

What have you already tried to address it?
Previous agencies, campaigns, messaging changes, repositioning attempts. What happened?

Who is your buyer and how would you describe your current positioning?
Who are you selling to and what do you currently tell them about why they should choose you?

How long has this been a problem?

Less than 6 months 6 to 12 months 1 to 2 years More than 2 years

Anything else we should know before the call?

Market Position Review

Before we speak, we want to understand what is happening with the market's response to your business.