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Pre-Meeting Form

First Name

Last Name

Best Phone number to reach you

What product/service do you provide?

Name of Business

Primary Business Contact Person

Main Business Email

Business Fax Number

Business Phone Number

Business Address

Type of Business/Category (i.e. Restaurant, Retail Store, Electronics, etc.)

Brief Business Description (4-5 Sentences is Fine)

Business Website

Business Hours

What service(s) are you interested in?

Online MarketingWeb DesignBrand BuildingBusiness ConsultingWeb HostingWeb Based CRMSocial Media Marketing/ManagementSearch Engine Optimization (SEO)Pay-Per-Click Marketing (PPC)Print/Video ProductionContent Creation/Management

3 specific goals you are working towards:

What Social Media Platforms do you currently post to?


What are the TOP 10 Keywords or Phrases that a customer would type into Google to find your product or services? (separate with commas)

IMPORTANT: WHY should a customer do business with YOU over one of your competitors? (take your time and think about this).

How did you hear about us?

GoogleReferralFacebookTVNewsOnline AdBBBYelpOther

Other thoughts or ideas you want to share with us before we talk?

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