Dream Focused – Business Minded

In order to make sure we’re maximizing the contributions that can be provided by our marketing specialists, we want to make sure that strategic direction, initial sales and marketing conversations have occurred with generalist consultants before a client is referred to a marketing specialist.

Marketing Consultations

Understanding more about your brand, ideal customer, and competition will help us prepare for a more
productive meeting. Fill out as completely as you can.

Creating ongoing educational/free content is a key marketing strategy. Help us understand what you’ve done in the past. Check all that apply.

What platforms, strategies, and tools make up your total online presence. Check all that apply.

Effective sales and lead generation is a combination of advertising, PR, networking, and more. Check all of the tactics you currently use to generate leads and increase sales. Check all that apply.

What do you currently track. Check all that apply.

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