Section A — Company Snapshot
Focus on the primary problem you solve and for whom
Be specific: e.g., "VP Marketing at SaaS companies, 50-500 employees, North America"
Section B — Objectives & Success Metrics
Be specific with numbers, metrics, or concrete achievements
Section C — Current Go-To-Market Strategy
Be honest about what's driving results vs. what's consuming resources without returns
This helps us understand your current positioning and messaging strategy
Section D — Resources & Constraints
Include ad spend, tools, contractors, and marketing team costs
Include full-time employees, part-time staff, contractors, and key skill gaps
What's your timeline pressure and next major milestone?
List your key marketing and sales tools, especially CRM, analytics, and automation platforms
Section E — Competitive Landscape & Market Intelligence
Include websites and brief notes on why they're competitive threats
This helps us understand your aesthetic and strategic preferences
Section F — Strategic Consultation Focus
Focus on the most critical bottleneck or opportunity
What's your timeline pressure and next major milestone?
What specific insights, strategies, or decisions do you need our help with?