MARKETING & SYSTEMS ASSESSMENT

Step 1 — Business Review & Strategy Call

ON-BOARDING QUESTIONNAIRE

( Required Before Kick-Off )

On-Boarding Questionnaire

PRIMARY CONTACT

Full Name

Email *

SECONDARY CONTACT (OPTIONAL)

ONBOARDING - Secondary contact Name

ONBOARDING - Secondary Contact Email

FINAL DECISION-MAKER

ONBOARDING - Final Decision-maker Name

ONBOARDING - Final Decision-maker Role

PREFERRED COMMUNICATION CHANNEL

ONBOARDING - Preferred Communication Channel Other (please specify)

APPROVAL STYLE

ONBOARDING - Approval style

Async (review + approve)

Live discussion required

ACCESS PLANNING

ONBOARDING - Website / Hosting

ONBOARDING - CRM or Automation Platform

ONBOARDING - Analytics (GA, GSC)

ONBOARDING - Advertising Platforms

ONBOARDING - Social Media

ONBOARDING - Other Systems

PREFERRED ACCESS APPROACH

ONBOARDING - Preferred access approach

Delegated / user access (recommended)

Staff account

Coordinate securely after kickoff

ONBOARDING - Constraints or policies we should be aware of (optional)

OPREATIONAL CONTEXT

ONBOARDING - Legal business name

ONBOARDING - Website(s)

ONBOARDING - Core products / services (1–2 short lines)

ONBOARDING - Team structure (high-level)

Founder-led

Small team

Department heads

Other

TIMING, DEPENDENCIES & GUARDRAILS

ONBOARDING - Upcoming dates or milestones we should plan around

ONBOARDING - Dependencies

ONBOARDING - Non-negotiables

CONFIRMATION & NEXT STEPS

I confirm the above information is accurate to the best of my knowledge.

Next step:
👉 We’ll email you your kickoff assessment shortly. When you’ve completed it, you’ll be able to book your kickoff call at a time that suits you.

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MARKETING & SYSTEMS ASSESSMENT

Step 1 — Business Review & Strategy Call