Marketing Strategy Intake · Sector Growth

Pick your company stage in Section 0 first. The rest of the form tailors itself to that stage. Answer what you can. If something doesn't apply, leave it blank.

Bold = a question for you Required fields are marked *

Company basics

Your stage here controls which later questions appear.

Company Name *

Website URL

Industry *

Company Stage *

Pre-launch, Early Traction, Growth, or Mature. Pick the closest fit.

Completed By (Name & Title) *

Your work email *

So we can send your summary and follow up.

Primary Stakeholder for Marketing Decisions *

If different from the person completing this form.

Business context & goals

Where the business is headed.

In 2-3 sentences, what does your company do and for whom? *

Most important business outcome marketing must drive in the next 12 months *

Revenue target this year

Leave blank and note if not yet defined.

New customers / deals target this year

Target cost-per-lead or CAC

Do you have a target cost-per-lead or CAC in mind, even as a rough guess?

Okay to say "not yet known".

Is there a specific event driving urgency?

Funding round, exit timeline, launch, seasonal peak, etc.

One year from now, if this is wildly successful, what changed? *

Describe the end state, not the tactics.

Products, services & revenue model

What you sell and how you make money.

Core products / services *

Add a row for each. % of revenue, or "N/A (pre-revenue)".

Average deal size / order value

Expected / target average deal size

Best estimate based on your pricing plan.

Typical sales cycle length

Pricing / revenue model *

Gross or contribution margin per deal, if known

A % range is fine.

Which product/service is most important to grow right now, and which (if any) should marketing de-prioritize?

Target audience & ICP

Who you sell to.

Describe your ideal customer *

Firmographics / demographics + buyer role.

What triggers someone to start looking for a solution like yours? *

What objections or hesitations come up most before someone buys?

What objections do you anticipate hearing most, based on early conversations or research?

Most valuable customer segment(s)

Higher LTV, faster close, more referrals.

Segments you've tried that turned out to be a poor fit, and why

Brand, messaging & competitive position

How you show up against alternatives.

Why do customers choose you over alternatives? *

Top competitors and how you differ

Price, positioning, perceived quality.

Do you have existing brand guidelines, messaging docs, or a value proposition statement? *

Yes No

If yes, you'll be able to upload them in Section 9.

Messaging / positioning you've used before that fell flat or want to avoid

Past campaigns & lessons learned

What you've already tried.

What marketing have you tried in the past 12-24 months? What worked, what didn't?

Worked with other agencies / freelancers / in-house marketers before?

Your experience, and why it ended (if it did).

Is there a campaign, tactic, or channel that's "off the table" regardless of potential ROI?

e.g. cold calling, certain ad platforms, a past failed tactic leadership won't revisit.

Budget, team & resources

What you can invest, and who's involved.

Total monthly marketing budget *

Planned / available monthly marketing budget range *

Budget breakdown

Paid media/ad spend, tools/software, content/creative production.

Internal team available today, and realistic time commitment *

Marketing, sales, design, ops.

Who approves creative, messaging, and spend decisions, and how fast does approval typically happen? *

Any budget constraints we should know about?

Caps, seasonal cash flow, approval thresholds, financing structure.

Tech stack, data & tracking

What you run on today.

CRM in use *

Email / marketing automation tool in use

Ad platforms currently in use

Analytics platform

e.g. GA4.

Reliable attribution from first touch to closed revenue today?

Yes No

Is conversion tracking set up and trustworthy? Known gaps?

Forms, calls, e-commerce, offline.

Do you have a list/database of past leads or customers? Size, quality, last used?

What tools/CRM do you plan to use once you launch marketing efforts?

Assets & brand materials

Upload anything that helps. All optional. Files are stored securely.

Logo file(s)

PNG/SVG/AI/EPS. Light + dark versions welcome.

Brand guidelines / style guide

PDF or DOCX.

Messaging document / value proposition statement

PDF or DOCX.

Examples of past creative or campaigns

Ads, landing pages, emails. PDF/PNG/JPG, multiple allowed.

Sales deck / pitch deck

PDF or PPTX.

Customer list or CRM export

CSV/XLSX. Handled confidentially, for planning only.

Any other relevant assets

Product screenshots, case studies, etc. PDF/PNG/JPG/MP4.

Or paste a video / demo link

Timeline, constraints & risk

How we'll know it's working.

Timeline to see initial results, and what "initial results" specifically means to you *

A precise definition, not "more leads".

Upcoming events, launches, or deadlines marketing needs to plan around

What would make this engagement feel like a failure, even if activity looks busy?

e.g. leads with no sales follow-up, vanity metrics with no revenue impact.

How will success be reported and reviewed?

Cadence, dashboard, KPIs leadership cares about.

One open question

The most useful thing you can tell us.

If you could only fix ONE thing about your current marketing/sales pipeline, what would it be, and why hasn't it been fixed yet?

If you could only get ONE thing right in your first 6 months of marketing, what would it be?

Anything else the strategist should know before your first call?

Submit your intake

What happens next:

Your answers and any files go securely to our strategist
We review before your first call so it's productive from minute one
We follow up with next steps

Your progress is saved on this device as you go.

Thank you

Got it. Our strategist will review everything before your first call. Questions in the meantime? Email hello@sectorgrowth.com.

Company basics

Business context & goals

Products, services & revenue model

Target audience & ICP

Current marketing & channel performance

Brand, messaging & competitive position

Past campaigns & lessons learned

Budget, team & resources

Tech stack, data & tracking

Assets & brand materials

Timeline, constraints & risk

One open question

Submit your intake

Thank you