Business Insights Survey — Spark of Clarity

Section One, cont.

Where are you today?

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

"We're building structure." — We rely mostly on word-of-mouth and are still defining our ideal customer. "We have systems, but lack execution clarity." — We have a marketing operation, but disjointed tools and data complexity are slowing us down. "We're doing the work, but it's not yielding results." — We have active channels and budget, but we aren't seeing the ROI we expect. "We are established, but want to optimize it." — We have a established marketing operation and are looking for ways to improve efficiency and new opportunities. Other

Section Two

Marketing Performance & Customer Acquisition

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.

Which of the following best describes how you feel about your current marketing data?

The "Data Puzzle" — My data is scattered across too many places. I don't have a single source of truth. The "Low Volume" approach — We don't do enough marketing for tracking to be a priority right now. The "Uncertain" approach — I track things, but I'm not sure if I'm measuring the right metrics. The "Consistency" struggle — I track things consistently, but the results aren't helping me make better business decisions. The "Optimized" approach — I know exactly what to measure and use those insights to guide marketing decisions.

One More Thing

If you could solve ONE business challenge in the next 90 days...

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 someone to help your business, what matters most?

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

0 of 5 ranked

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Understanding my business & industry

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Trust & transparency

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Communication

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Results

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Strategy

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Practical, hands-on execution

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Education

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Accountability

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Flexibility

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Long-term partnership

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Other

Section Four

Which type of support feels right for where you are now?

"Give me templates I can use myself." — I want digital downloads, worksheets, and clear steps to work through this on my own. "Let's work on this together." — I want guidance and collaboration, but I'll be executing most of it myself. "Just tell me what to do and handle it." — I want someone to lead the strategy and execution while I focus on running my business. Not sure yet — I'm still figuring out what I need.

Section Four, cont.

If you had your way, what would you want support on?

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

Select up to 3 — 0 selected

Business Strategy — e.g., building a clear roadmap for where we're headed Brand Strategy — e.g., refining who we are and how we show up Customer Experience — e.g., mapping out the full client journey Marketing Strategy — e.g., pulling our channels into one cohesive plan Digital Experience — e.g., a website or online presence that actually converts Marketing Operations — e.g., systems and processes that just work Performance — e.g., dashboards and reporting I can actually trust Executive Advisory — e.g., a strategic sounding board when I need one

Section Four, cont.

Investing in Growth

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

What usually prompts you to seek outside help?

Growth has stalled. Marketing has become overwhelming. We don't have the right expertise internally. We're growing faster than our systems. We need a fresh outside perspective. Leadership needs strategic guidance. We lose momentum because priorities keep changing.

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

I'd only consider one-time projects as needed. I'd budget for a focused 4-6 week project to deliver a specific strategy or audit. I would invest if I believed the return justified it through on-going advisory relationship. I would budget for a deeper involvement and strategic partnership integrated into our business. Not sure — it would depend on the situation and would budget for it later.

What would give you the confidence to invest in outside strategic support?
Clear return on investment (ROI) Transparent pricing Someone who understands my business Strong communication Proven results or testimonials Clear roadmap before work begins Flexibility in approach and delivery Trust and credibility Other — please specify

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

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

As a Token of Appreciation

Tell me about your business

A little more context

A quick business snapshot

Where are you today?

Marketing Performance & Customer Acquisition

If you could solve ONE business challenge in the next 90 days...

Working with outside partners

When choosing someone to help your business, what matters most?

Which type of support feels right for where you are now?

If you had your way, what would you want support on?

Investing in Growth

A bit about investment...

You're helping build something bigger.

Tell us your story

You're all set.