Discovery Form |

Let's start with you

Tell us about yourself and your business. This helps us personalize everything.

First Name *

Last Name *

Business Name *

Email Address *

Phone Number

City / Location *

Business Website

Industry / Business Type *

Your current marketing

Be honest, there are no wrong answers. This helps us find the gaps.

How long have you been in business? *

What marketing are you currently doing? (select all that apply)

Search Engine Optimization (SEO) Google Ads (Paid Search) Facebook / Instagram Ads Organic Social Media Email Marketing Blog / Content Marketing Word of Mouth / Referrals only None, starting fresh

How would you rate your current online presence? *

Do you have a Google Business Profile?

Yes, fully set up and optimized Yes, basic listing only No, I don't have one Not sure

Who manages your marketing right now?

Challenges & goals

What's not working, and where do you want to be?

What are your biggest marketing challenges? (select all that apply)

Not generating enough leads Low website traffic Poor Google / search rankings Website visitors don't convert to customers No time to manage marketing myself Wasting money on ads that don't work Inconsistent or unclear brand message No clear marketing strategy Negative reviews or poor online reputation

In your own words, describe your #1 marketing problem right now *

What are your top marketing goals for the next 12 months? (select all that apply)

Generate more qualified leads Rank higher on Google Build brand awareness Launch or grow an online store Expand to new locations or markets Improve ROI on paid advertising Automate and systematize marketing Grow social media following and engagement

What does success look like for you in 12 months?

Investment & timeline

No pressure here, this helps us match you with the right package and plan.

Monthly marketing budget (including agency fees) *

Under $500 $500–$1,000 $1,000–$2,500 $2,500–$5,000 $5,000+ Not sure yet

When are you ready to get started? *

Immediately, I'm ready now Within 1–2 weeks This month In the next 1–3 months Just exploring options for now

Are you currently working with or considering other agencies?

No, you're my only conversation Yes, I'm evaluating a few options Currently with another agency

How did you hear about Smart Marketing First BIZ?

Almost done!

A few final questions, then we'll review everything and reach out within 24 hours.

Who is the decision-maker for marketing in your business? *

Is there anything else you'd like us to know before our next conversation?

Best way to reach you for follow-up *

Email Phone call Text / SMS

Business Discovery Form

You're all set!

What happens next: