Skip to content
Go to sitemap
View accessibility statement
Facebook
Linkedin
Vimeo
Latest Shows
It’s Time We Donate
Agency Services
Latest Shows
It’s Time We Donate
Agency Services
Services
Client Needs Analysis
Brand Identity & Messaging
Marketing Strategy
Creative & Graphic Design
Video Production
Photography
Website Development
Paid Media & SEO
AI Automations
Social Media
Email Marketing & CRM
Print & Procurement
Portfolio
Expertise
Legal
Healthcare
Nonprofit
Hospitality
Construction
Manufacturing
Tech & SaaS
About
Our Experts
R.E.D. Team
Testimonials
Community Giving
Foodies Care
FAQs
News
Location / Contact
Services
Client Needs Analysis
Brand Identity & Messaging
Marketing Strategy
Creative & Graphic Design
Video Production
Photography
Website Development
Paid Media & SEO
AI Automations
Social Media
Email Marketing & CRM
Print & Procurement
Portfolio
Expertise
Legal
Healthcare
Nonprofit
Hospitality
Construction
Manufacturing
Tech & SaaS
About
Our Experts
R.E.D. Team
Testimonials
Community Giving
Foodies Care
FAQs
News
Location / Contact
Get Started
INTAKE FORMS
Getting to Know Your Business
NOTE: If you have NOT been redirected here by CFM, please
click here to request more information.
Company/Business Name
(Required)
First Name
(Required)
Last Name
(Required)
Email Address
(Required)
Phone
Address
Address
City
State
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
Zip
Name Your Competitor 1:
Name Your Competitor 2:
Who is the ideal decision-maker for your product or service? (B2C – Consumer Roles)
Select all that apply
Homeowner
Renter
Parent or Caregiver
First-time Buyer / New Mover
Individual with Specific Need (e.g., medical, legal, financial)
Hobbyist / Enthusiast
Other (please specify)
Who is the ideal decision-maker for your product or service? (B2B – Professional / Business Roles)
Select all that apply
Business Owner / Founder
CEO / President / C-Suite Executive
Sales Director / Manager
Operations Manager
HR Director / Talent Acquisition
Procurement / Purchasing Department
IT Manager / CTO
Office Manager / Admin
Property / Facilities Manager
Real Estate Agent / Broker
Franchisee / Franchise Development Lead
Department Head / Program Director
Other (please specify)
Other(s):
(Required)
Primary Target Demographic:
— Please select —
Male
Female
Primary Target Demographic age:
— Please select —
12+
25-34
25-44
25-54
35-54
35-64
55+
Secondary target demographic:
— Please select —
Male
Female
Secondary target demographic age:
— Please select —
12+
25-34
25-44
25-54
35-54
35-64
55+
Check the top 5 industries that REFER BUSINESS TO YOU:
Advertising & Marketing
Architecture & Planning
Automotive
Agriculture
Aviation/Aerospace
Banking & Finance
Civic/Social Organization
Construction/Building
Consumer Goods & Services
Education
Engineering
Entertainment
Government
Health
Hospital & Healthcare
Hospitality & Restaurants
Human Resources
Information Technology
Insurance
Legal
Leisure
Logistics & Supply Chain
Manufacturing
Media
Nonprofit
Oil & Energy
Performing Arts
Public Relations
Publishing
Real Estate
Retail
Sports
Telecommunications
Transportation
Check the top 5 industries that you do business with:
Advertising & Marketing
Architecture & Planning
Automotive
Agriculture
Aviation/Aerospace
Banking & Finance
Civic/Social Organization
Construction/Building
Consumer Goods & Services
Education
Engineering
Entertainment
Government
Health
Hospital & Healthcare
Hospitality & Restaurants
Human Resources
Information Technology
Insurance
Legal
Leisure
Logistics & Supply Chain
Manufacturing
Media
Nonprofit
Oil & Energy
Performing Arts
Public Relations
Publishing
Real Estate
Retail
Sports
Telecommunications
Transportation
Short Term Marketing Goal 1 (next 12 – 16 months):
Short Term Marketing Goal 2 (next 12 – 16 months):
How many new clients do you typically acquire per month?
On average, how long does a client stay with you, and how often do they purchase or come back?
What are your best-selling items/services?
What percentage of your sales is retail vs. ecommerce?
Retail
eCommerce
What is the minimum budget a lead should have to be considered sales qualified?
Where should 75% of your leads be located to be considered qualified?
Within [X] miles of my main service area (enter number of miles)
Specific ZIP codes (enter ZIP codes)
Specific cities (enter city names)
Specific counties or regions (enter region names)
Statewide (enter state)
Nationwide
Other (please specify)
No. of miles
(Required)
ZIP Codes
(Required)
Specify which cities here
(Required)
Specify the regions here
(Required)
Specify which states here
(Required)
What is the ideal timeline for a lead to take action?
Needs service immediately (within 1–3 days)
Ready within 1 week
Ready within 2–4 weeks
Within the next 30 days
Within the next 60+ days
Timeline is flexible / not urgent
Other (please specify)
Who is the ideal decision-maker for your product or service? (B2B – Professional / Business Roles)
1–10 employees
11–50 employees
51–200 employees
201–500 employees
500+ employees
Doesn’t matter / N/A
Other:
(Required)
What is your monthly sales + marketing spend?
Rate the consistency of your branding:
Excellent
Pretty good
Neutral
Not so great
Terrible
What are your short term branding goals (within the next year)?
Rate your company's video assets:
Excellent
Pretty good
Neutral
Not so great
Terrible
What are your short term video goals (within the next year)?
Rate your current website:
Excellent
Pretty good
Neutral
Not so great
Terrible
What are your short term website goals (within the next year)?
How do you drive traffic to your website?
Social Media
SEO
PPC (i.e. Google AdWords)
Traditional Advertising
Other
None
Rate your current SEO efforts and results:
Excellent
Pretty good
Neutral
Not so great
Terrible
What are your short term SEO goals (within the next year)?
Rate your current PPC efforts and results:
Excellent
Pretty good
Neutral
Not so great
Terrible
What are your short term PPC goals (within the next year)?
Which social media platforms is your organization currently on?
Facebook
LinkedIn
Pinterest
Instagram
Twitter
Snapchat
TikTok
Other
Rate your current social media efforts and results:
Excellent
Pretty good
Neutral
Not so great
Terrible
What are your short term social media goals (within the next year)?
Rate your Collateral / Marketing Materials:
Excellent
Pretty good
Neutral
Not so great
Terrible
What type of printing have you done in the past 12 months?
Business Cards
Brochures
Letterhead / Envelopes
Trade Show
Promotional Products
Custom Packaging
Sales Collateral
Signage / Banners
Direct Mail
Other
Δ
