Marketing agency consultation request form

Pre-qualify consultation requests by business type, goal and budget. Small budgets get a free toolkit, the rest record a 30-second pitch.

“Free growth consultation”, hosted by Marcus, Agency Founder · 6 questions

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What type of business do you run?

E-commerceLocal service businessB2B / SaaSSomething else

Question 1 of 6Multiple choice

Every question in this form

Marcus asks each of these 6 questions on camera; people answer by tapping, typing or recording. Some answers send people down a different path, shown under the question.

  1. 01

    What type of business do you run?

    Multiple choice

    Marcus says: “First things first, what kind of business do you run?”

    E-commerceLocal service businessB2B / SaaSSomething else
  2. 02

    What's your main goal right now?

    Multiple choice

    Marcus says: “What's the one goal that matters most for you right now?”

    More leadsMore online salesStronger brandBetter ad results
  3. 03

    Monthly marketing budget

    Multiple choice

    Marcus says: “Roughly how much do you invest in marketing each month?”

    • Under $2k→ Would our free growth toolkit help?
    • $2k - $10k
    • $10k - $50k
    • $50k+

    Other answers → Tell us about your business

  4. 04

    Would our free growth toolkit help?

    Multiple choice

    Marcus says: “At that stage, our free toolkit gets you moving fast. Want it?”

    • Yes, send it→ How can we reach you?
    • I'd still like a call→ Tell us about your business
  5. 05

    Tell us about your business

    Answer by video, voice or text

    Marcus says: “Give me your thirty second pitch. What do you sell, and who buys it?”

  6. 06

    How can we reach you?

    Contact details

    Marcus says: “Love it. Last step, tell me the best way to reach you for the call.”

Sample answers, with the AI summary

These answers come from fictional respondents. Every new account gets them as sample data, so you can see transcripts, summaries and comments before your first real response.

Sofia Rossiyesterday
What type of business do you run?
Local service business
What's your main goal right now?
More leads
Monthly marketing budget
$2k - $10k
Tell us about your business
“We bake sourdough and cakes for events, and most buyers are local families and offices.”

AI summaryPositive

Local bakery looking to generate more leads from families and corporate offices.

  • local bakery
  • event catering
Tom Becker2 days ago
What type of business do you run?
E-commerce
What's your main goal right now?
More online sales
Monthly marketing budget
$10k - $50k
Tell us about your business
“We sell eco running shoes online, mostly to runners between twenty-five and forty.”

AI summaryPositive

E-commerce eco shoe brand seeking to boost online sales among millennials.

  • eco-friendly
  • shoes
  • e-commerce
Liam O'Connor5 hours ago
What type of business do you run?
B2B / SaaS
What's your main goal right now?
More leads
Monthly marketing budget
$50k+
Tell us about your business
“Um, we run a compliance software for fintechs. The lifetime value is huge, but customer acquisition costs are spiking on LinkedIn.”

AI summaryNeutral

Fintech SaaS experiencing high customer acquisition costs on LinkedIn, high budget available.

  • B2B SaaS
  • fintech
  • high budget

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