New Clients - Start Here:

Click each button to fill out the in-depth survey. Be sure to review what you need to have ready prior. This is YOUR opportunity to build a FOUNDATIONAL APPROACH to your business in order to scale. A stronger foundation is better equipped to support the growth of your business than one without one - having all 3 flavors & then YOUR toppings in place - it makes for a much better dessert for your customers too.

Would you not want them leaving your place excited about returning again?

Step One:

Brand Strategy Form

Have Ready:

  1. Mission, Vision, and Core Values (or willingness to discuss/define them)

  2. Founding brand story and background

  3. Current logo, color palette, typography, and visual assets

  4. Key customer personas (or target audience demographics)

  5. Competitor list and what they do well/poorly

  6. Any existing brand guidelines or tone of voice documents

Data Strategy Form

Have Ready:

  1. Full list of platforms/tools they currently use (CRM, POS, Analytics, etc.)

  2. Existing data collection methods (forms, surveys, purchases, etc.)

  3. Access or API documentation for platforms they want to integrate

  4. Information on where data is stored (Google Sheets, CRM, etc.)

  5. Known gaps or frustrations with their data

  6. Desired KPIs or metrics they want to track

  7. What traits do you capture about your customers?

  8. Any compliance documents (GDPR/CCPA)

Step Two:

Step Three:

CX Strategy Form

Have Ready:

  1. Their ideal customer experience in 3 words

  2. Customer feedback channels (surveys, reviews, social media, etc.)

  3. Touchpoints across the customer journey (from inquiry to post-purchase)

  4. Training materials or SOPs for service staff

  5. Any retention or referral programs currently in place

  6. Metrics such as NPS, CSAT, retention rate

Step Four:

Marketing Strategy Form

Have Ready:

  1. Top 3 marketing goals and budget allocation

  2. Performance history of marketing efforts (what worked and didn’t)

  3. Target audiences and preferred channels/platforms

  4. Existing creative assets or campaigns in progress

  5. Known competitors and market trends

  6. Tools used for reporting & optimization