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Lead – New Project Consultation
Lead Information
Client Name
Company Name
Website
About the Business
Tell me about your business.
What is your role in the business? / Job title?
Why did you reach out to us? What’s the major problem you are facing?
What do you believe is the solution to this problem? How can you resolve it?
Are you looking to grow your business?
*
Do you need to generate more leads, sales or time?
Does your online marketing bring in a steady stream of revenue?
Are you looking for a short-term technician to help with your diy project or a professional to provide guidance and execution longterm?
What is your deadline? Is it tied to any other marketing efforts?
Do you have a clear marketing plan and execution strategy in place for your organization?
Previous Agency Questions
How many agencies are you considering for this project?
Have you worked with other agencies in the past? How did that go?
Why are you not working with your previous agency for this project?
How did you hear about us?
Price Questions
What is your budget for this project?
Describe the people involved on your side. Who is the final decision maker?
Would client like to schedule a PROPOSAL REVIEW meeting?
Yes
No
(If yes, open Calendly: https://calendly.com/7vibes/proposal-review)
Questions To Ask If Interested in Proposal
Email Address
*
Phone
7. Street Address
Apartment, suite, etc
City
State/Province
ZIP / Postal Code
What services is client interested in?
Marketing Plan
Branding
Website Design
Search Engine
Social Media
Email
Content Creation
What service(s) is client interested in receiving a proposal for?
After Call Notes
Notes (If client didn't schedule proposal review, leave notes when to followup.)
If client declined proposal, reason is because:
Not within budget
Not looking to start project now
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