Lead Strategy Questionnaire

(e.g., revenue target, market share)

(e.g., X registrations, $ Y in sales, Z % list growth)

(rank top 3)

demographics, pain points, motivators:

(email list, social followers, CRM contacts):

one line each):

(one line each):

(why choose you?):

(if free, note “free” + desired value perception):

(live online, in-person, evergreen, etc.):

(CMS, e-comm, etc.)

(links + performance data if available):

(post frequency, best-performing topics, average monthly organic traffic):

(ESP name) & list size/segments:

If yes, platforms, budget, CTR/CPA benchmarks:

If yes, attach/export.

(articles, video, infographics, etc.):

(HubSpot, GA4, GTM, etc.):

(events/goals configured, pixels installed):

(copywriter, designer, developer, ad manager hours/wk):

(industry rules, privacy, accessibility):

(e.g., friendly, authoritative, witty):