Business Insights Survey — Spark of Clarity

Section One, cont.

How does your business feel today?

Pick the statement that best reflects your business right now — there's no wrong answer.

"We are purely word‑of‑mouth right now." — We don't have a formal system yet and we are still figuring out exactly who our perfect customer is. "We have tools, but everything feels disconnected." — We are trying different things, but using too many messy apps and confusing data is slowing us down. "We are spending money and effort, but seeing zero results." — We are posting regularly or paying for ads, but the phone just isn’t ringing. "We are stable, but we want to work smarter." — Things are going well, but we want to make our systems more efficient and find new paths to grow. Other

Section Two

What brings you the most new customers right now? (Pick 3)

This section helps me understand where you're investing your marketing efforts, what you're measuring, and what's actually bringing new customers into your business.

For each activity below, indicate whether you're currently using it and whether you're tracking its performance.

How do you feel about the numbers that matter most?

The Scattered Puzzle — My information is trapped in too many different apps. I don’t have one clean dashboard to see what’s actually working. Too Small to Track — We aren’t doing enough marketing yet for tracking numbers to be a priority right now. The Guessing Game — I look at some numbers, but I’m not sure if they’re the right ones. Data with No Direction — I keep track of my numbers regularly, but they don’t actually help me figure out my next business move. The Optimized approach — I know exactly what to measure and I use those insights to guide my decisions.

One More Thing

If you could get rid of ONE headache in the next 90 days… What would it be?

What would it be?

Section Three

Working with outside partners

Have you worked with a consultant, agency, coach, or strategist before?

Never Yes, currently Yes, previously

Section Three, cont.

When choosing outside help for your business, what matters most to you?

Click your top 5, in order of importance. Click again to remove a pick.

0 of 5 ranked

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Trust & transparency

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Honest, clear communication

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Truly understanding my specific business & industry

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A proven track record or real results

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A clear, customized strategy

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Practical, hands‑on execution (doing the work for me)

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Teaching and educating me along the way

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Keeping me accountable to my goals

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Flexibility as things change

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Building a long‑term partnership

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Other

Section Four

Which type of support matches your energy level and schedule right now?

"Give me the blueprint to do it myself." — I want step‑by‑step templates and worksheets to fix this on my own time. "Let’s team up and do it together." — I want expert guidance and collaborative meetings, but I will handle the actual execution. "Take it off my plate entirely." — I want a trusted expert to build the strategy and handle the execution so I can just run my business. Not sure yet — I'm still figuring out what I need.

Section Four, cont.

If you had your way, what would you actually want help building? (Pick top 3)

Thinking beyond what's broken — what would you actually want help building? Pick your top 3.

Select up to 3 — 0 selected

A Clear Business Roadmap — Knowing exactly where we are headed next. Our Brand Identity — Refining who we are and how we stand out from competitors. The Customer Journey — Mapping out a flawless, delightful experience for our clients. A Cohesive Marketing Plan — Pulling all of our messy marketing ideas into one solid strategy. A Website That Actually Converts — Turning random online visitors into paying clients. Systems That Just Work — Setting up back‑end operations so we stop dropping the ball. Dashboards I Can Trust — Clean reporting so I can finally see my real return on investment. A Trusted Strategic Sounding Board — Having an expert advisor to lean on when making tough calls.

Section Four, cont.

What usually pushes you to look for outside help?

This helps me understand what's realistic for your business stage.

What usually pushes you to look for outside help?

Growth has stalled or flattened out. Managing our marketing has become completely overwhelming. We simply don't have the right marketing expertise on our current team. We are growing too fast and our internal systems are breaking. We desperately need a fresh, unbiased outside perspective. Our leadership team needs strategic guidance to make big decisions. We keep losing momentum because our priorities change every week.

If you believed the right marketing partner could help your business grow, how would you approach that investment?

I only want to pay for quick, one‑time projects exactly when I need them. I want a focused 4‑to‑6‑week sprint to deliver a specific strategy or audit. I am happy to pay an ongoing monthly fee if the results clearly justify the cost. I want a deeply integrated, long‑term strategic partnership built into our business. Not sure — it would depend on the situation and I would budget for it later.

Imagine you found someone you completely trusted to help your business grow. What level of investment would feel reasonable for that kind of partnership?

Sales Clarity

What would give you the ultimate confidence to invest in outside support?

This helps me understand how you approach spending decisions.

Which of these feels like your buying style?

Value‑invested — I want to see clear ROI Price‑sensitive — I need to stay under a hard budget Strategic spend — I view this as investment in growth Competitive research — I compare options closely

What would give you the ultimate confidence to invest in outside support?

Clear proof of financial return (ROI) A clear roadmap before any work begins Flexibility in how things are delivered Proven results or client testimonials Someone who truly gets my business Strong, proactive communication Transparent, upfront pricing High trust and deep credibility Other — please specify

Something went wrong submitting your answers. Please try again.

You're helping build something bigger.

Thank you for taking the time to share your experience. Your feedback isn't disappearing into a spreadsheet — I'm personally reviewing every response to shape SOC's future services, resources, and partnerships. Whether we ever work together or not, I hope this is the start of a meaningful connection.

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Hi, I'm Christina — I want to build something that actually serves you.

As a Token of Appreciation

Tell me about your business

Which best describes your organization?

What’s the approximate cash‑flow of your business?

How does your business feel today?

What brings you the most new customers right now? (Pick 3)

If you could get rid of ONE headache in the next 90 days… What would it be?

Working with outside partners

When choosing outside help for your business, what matters most to you?

Which type of support matches your energy level and schedule right now?

If you had your way, what would you actually want help building? (Pick top 3)

What usually pushes you to look for outside help?

What would give you the ultimate confidence to invest in outside support?

You're helping build something bigger.

Tell us your story

You're all set.