Marketing Leadership 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 has the marketing been doing in the last six to twelve months?

What result were you expecting that has not happened?

What have you already tried to fix it?

What would a successful outcome from this engagement look like for you?

Anything else we should know before the call?

Maketing Leadership Without Full-Time Hire

Before we speak, we want to understand the situation.