Strategic Discovery Profile

Take 4 minutes to share where you are now.

This helps us skip the small talk and dive straight into what matters most during our Discovery Call.

Privacy: Your information is confidential and used solely for our consultation. Read our privacy policy.

Progress: Step 1 of 4

Basics

Audience

Challenges

Goals

Profile Setup

Tell us about you and your organization

Let's start with the basics so we know who we're speaking with.

Full Name *

Your full name as you'd like to be addressed

Please enter your full name

Job Title / Role *

This helps us understand your decision-making role

Please enter your job title

Email Address *

We'll send confirmation and scheduling details here

Please enter a valid email address

Phone Number

Optional - for scheduling reminders

Organization Name *

Your company or organization name

Please enter your organization name

Website URL

So we can learn more about your work

Industry Sector *

This helps us understand your market context

Please select your industry

Company Size *

Please select company size

Understanding Your Audience

Who are you serving?

Clarity about your customers is the foundation of effective marketing.

Who is your ideal customer? *

Be specific: role, industry, challenges, budget range. 0/300 characters

Please describe your ideal customer

How clearly defined is your ideal customer today? *

Please select an option

What's the #1 thing your customers struggle with? *

This reveals your customer insight level. 0/300 characters

Please describe your customer's main struggle

Current Challenges

What's creating friction?

Understanding where you're stuck helps us identify the fastest path forward.

What's your main marketing challenge right now? *

Please select your main challenge

What have you already tried? (Select all that apply)

Content Marketing

Blog posts, articles, whitepapers

Social Media Campaigns

Organic and paid social

Email Marketing

Newsletters, automation sequences

Paid Advertising

Google Ads, Facebook/LinkedIn ads

SEO Optimization

Website and content SEO

Brand Repositioning

Messaging, visual identity updates

What's the cost of NOT solving this challenge? *

This helps us understand urgency and priority

Please select the primary impact

Tell us more about this challenge

Optional but helpful: specific examples, timeline, what success would look like. 0/500 characters

Desired Outcomes

Where do you want to go?

Let's define what success looks like so we can build momentum together.

What's your core marketing goal for the next 90 days? *

Be specific and measurable. 0/300 characters

Please describe your core goal

How will you measure success? *

Please select how you'll measure success

What's your decision-making timeline? *

This helps us understand your urgency

Please select your timeline

Monthly marketing investment range (Optional)

This ensures we're a good fit before we meet. Your response is confidential.

Anything else you'd like us to know?

Context that might be helpful. 0/500 characters

Thank You — Discovery Profile Complete!

We've received your insights and are already reviewing your situation.

Next Step: Schedule your 30-minute Discovery Call below.

During our Discovery Call, we'll review your challenges, identify opportunities, and discuss whether we're a good fit to work together.

Or click here to view my calendar.

You'll receive a confirmation email from Calendly with call details and preparation notes.

Privacy & Data Use

Your information is kept strictly confidential and used solely for the purpose of our consultation. We never share your data with third parties. By submitting this form, you agree to be contacted regarding your inquiry. You can unsubscribe at any time.