Discovery Form

Name

First

Last

Title

Email

Phone

Company Name

Company Website

Number of Employees

Company Type

What products or services does your company offer?

Where can customers purchase your products or services?

What are the main challenges or pain points your business is currently facing?

Are there any specific areas where you're struggling to achieve your goals? (Check all that apply)

Marketing (website, branding, social media, ads, analytics, content creation, printed materials, SEO, etc.)
Event Planning (any kind—conferences, workshops, webinars, fundraisers, employee, team, etc.)
Experience or People Operations (Regarding Customers, Employees, Volunteers, Board, Donors, etc.)
Sales Enablement (sales collateral, processes, CRM set up/management, sequences/script writing, etc.)
Fundraising Campaigns (Annual giving, sponsorships, online, crowdfunding, planned giving, fundraisers, etc.)
Partner Programs & Community Relations (Identify affiliate, referral, strategic, or reseller relationships, service opportunities, networking opportunities, etc.)
Strategic Planning (Organization wide or department-specific)
Operations (Efficiencies, technology, processes, etc.)

How fast do you need support?

What is your estimated monthly budget available at that time?

Or

I’d rather set a 1-time budget of

Or

Project Budget

Describe the project