Discovery Form

We want to see if we’re a good fit for each other, and to get a deep understanding of your business before our call.

Please allow 15-30+ minutes to answer the questions fully. When finished, we’ll review your information and let you know if you’re a good fit to move forward.

We look forward to hearing from you!

Discovery Form

Company Name *

Name *

Email *

Phone # *

Website *

How many contacts are in your database (including clients and non-clients - that have given you permission to contact them)? *

Under 500

500 to 999

1,000 to 1,999

2,000 to 3,999

Over 4,000

How long have you been in business? *

Can you tell me about your team? Who handles the follow-up with leads? *

How many clients did you serve this last year? What percentage were new clients? *

Describe your ownership situation: *

I'm the owner and sole decision maker

I'm in a partnership and we make choices together

I'm the Marketing and/or Office Manager

What has been your biggest challenge in getting more clients? *

How willing and able are you to invest in the growth of your business right now? *

I have the financial resources to invest in my business right now

I have access to the financial resources to invest in the growth my business right now

I don't have any financial resources to invest in the growth of my business

Finally, what makes you different from the other applicants in your local area, and why should we choose to work with you? *

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