Strategic Direction Review Pre-Call Brief

First Name

Last Name

Phone Number

Business name

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 decision are you about to make?
Describe the move you are considering - the new market, service line, hire, pricing shift, or structural change that is on the table.

What is driving the urgency to decide now?
What is creating the pressure or the opportunity to move at this moment?

What would it mean if this decision turned out to be wrong?
Financially, operationally, reputationally. Be as specific as you can.

Has this direction been examined externally before?

No - this is the first structured examination of it Partially - some elements have been tested or reviewed Yes - but the situation has changed since then Yes - but I want a second perspective

Anything else we should know before the call?

Strategic Direction Review

Before we speak, we want to understand the decision you are facing.