Name: Happy T-Rex - Local Business Marketing & Growth Partner
Address: 220 Gamay Place, El Dorado Hills, 95762, United States
Telephone: (916) 618-4508

Personal Information
Name
First Last
Business Name
Email
Phone

About You and Your Family
When's Your Birthday – Day and Date (Year Optional)
Do You Have a Significant Other – if so tell us something about them! Name, What they do, When's Your Anniversary!
Do You have children (names and ages)?
What do you like to do when you're not working?

Marketing Knowledge
On a scale of 1-10 How would you rate your knowledge of Marketing?

1 – I know very little, 10 – I’m an expert!
Have you Taken any Marketing courses? If so which ones!

Your Business
Please take two minutes and give me a little background of your business and a brief overview of the products and services you offer.
What differentiates you from the competition? What’s your “Unique Selling Point”?
In a perfect world, what are you hoping we can accomplish together? What’s YOUR desired end result?
What is your core/flagship offering? What’s the product or service that you’re most proud to sell and deliver? What do you hope most people will buy from you?
How much do you charge for this product/service?
How are you currently generating the bulk of your traffic, leads, and customers?
How much traffic do you get on a daily, weekly, or monthly basis?
How many new leads are you adding each month?
How many new customers are you adding each month?
Describe your current customer…
Is this your IDEAL customer or just the one you’re getting? If not, also describe your ideal customer.
What’s the one thing you can tell or show someone that will make them say “WOW!!”?
If you had two minutes to impress someone, what would you say, show, or give them that would blow their mind?
What’s the one big thing your prospect wants more than anything else?
What’s the one big thing that’s keeping your customer from achieving their desired end result?
Ex. Drive the ball 20 yards further (golfers), lose 10 pounds in 10 days (dieters), generate 10 inbound calls a week (salespeople), free shipping (ecommerce), etc.

Existing Assets
Website
Facebook Business Page URL:

i.e. https://www.facebook.com/nike
Instagram Handle

i.e. @nike
Blog
Podcast
Pinterest
LinkedIn
YouTube
Which of the following have you use? (Select All That Apply)
Do you have any 3rd party tools, pages, PDF’s or videos you currently use to share information with prospective customers? If so, Please link below
What do you pay for already for marketing? Leadpages, Email Providers, Assistants, Software?

Step 1 of 5

Personal Information

About You and Your Family

Marketing Knowledge

Your Business

Existing Assets