Potential Client Form - By Design Media

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My Account
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Advertising Strategy Intake

Every successful marketing campaign starts with clarity. This short discovery form helps me understand your objectives, competitive landscape, ideal customers, and operational capacity before recommending any strategy. Rather than offering generic advertising packages, I build customized plans based on real business data and growth goals. Your responses will guide the direction of your proposal.

~ Angie

Name

What is the primary goal of this campaign?

Increase overall sales or revenue Generate more qualified leads Increase phone calls or inquiries Increase website traffic Increase in-store or location visits Promote a specific product or service Improve brand awareness in our market Enter a new geographic area Retarget past website visitors Compete more effectively against specific competitors Not sure; need guidance

If this campaign is successful, what would that look like in 90 days?

Are there specific products or brands you want to prioritize?

Who is your primary buyer?

How far do most customers travel to purchase from you?

What makes customers choose you over competitors?

Who or What Companies do you feel you lose sales to most often?

Do customers typically compare pricing before purchasing?

Yes No Sometimes

Are there specific competitors you want to target?

Do you currently run any advertising?

Facebook / Instagram Google Ads Traditional media None

Do you have access to the following? Check all that apply.

Facebook Business Page Meta Business Manager Google Ads Account Google Business Profile Website Admin Access Unsure

Do you currently track phone calls or website leads?

Yes No Unsure

Who answers incoming calls or messages?

How quickly are online inquiries responded to?

Immediately Within a few hours Within 24 hours Not sure

Do you have a monthly advertising budget in mind?

$500–$1,000 $1,000–$2,500 $2,500+ Unsure

Are you prepared to run campaigns for at least 60–90 days?

Yes No Unsure

Would you like recommendations on improving your Google Business visibility?

Would you like recommendations on improving local search rankings (SEO)?

Is there anything else you’d like me to consider when building your proposal?

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