Hi there,

The very best way to find out a little more about how I can help you scramble less and spend more time with your family is to tell me about more about your business.

Your business is your own - very different than other businesses because of you. Your goals and your dreams are going to guide my answers and offers for help.

Thanks for taking time to fill out the Project Worksheet below. It might take a few minutes, but it will help us both. You'll gain some business clarity as you work through these questions, and I'll know a bit better how I can help you best.

-Kate

Project Planning Worksheet

A bit about you...
What's your name?*
What's your email address?*
What's your phone number?*
What’s the name of your business?*
What’s your role in your business?*
What's your business website?
What does your business do?*
Who does your business help the most? Who are they? How old are they? What gender are they? Where do they hang out online? What are their interests?*
Are you the key decision maker for marketing projects?*
Does anyone else need to know or weigh in on the project?*
When are you looking to start the project?*
Have you worked with a marketing agency before? Who?*
Why are you looking to talk to me and my team? Why us?*
Goals & budget
Note: please tell the truth here! I can work with different budgets & would hate to propose something completely impractical.
What are your top 3 goals for the business?*
What are you willing to spend to reach those goals?*
What are your top 3 problems or struggles?*
What are you willing to spend to solve these problems?*
A bit about what you're trying now...
How often do you create and publish content?*
How much content do you have now? (example: x blog posts & y videos)*
Are you currently spending on advertising or traffic? If yes, how much per month? If no, have you in the past?*
If no, are you willing to spend money on advertising to drive new sales?*
How big is your audience on social media? (Facebook, Twitter, YouTube, etc?)*
What kind of budget do you have for a project that gathers leads and increases sales?*
What kinds of tools do you use at the moment?*
What Does Success Look Like?
When we celebrate success, what are we celebrating? What does the success that comes out of this project look like to you? Be as descriptive as possible!
What didn't I ask about? What else would you like to tell me?
Robots are awesome, but these questions are for humans.
Email
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Project Planning Worksheet

A bit about you...

Goals & budget

A bit about what you're trying now...

What Does Success Look Like?