B. Carter Agency

Custom Marketing Automation Strategy - Discovery Questionnaire

You're here because you're ready to stop losing leads and start growing systematically. Smart move.

Answer these questions (takes 5-7 minutes) and we'll create a personalized marketing automation roadmap designed specifically for your business—showing you exactly what to build, automate, and prioritize to hit your goals. No cookie-cutter advice. No generic templates. Just a real strategy that fits where you are right now and where you want to go.

SECTION 1: Contact & Business Foundation

First Name *

Last Name *

Business Name *

Best phone number to reach you? *

Best email to send your custom strategy brief? *

Business Website *

What industry are you in? *

If You Selected 'Other', Please Enter Your Industry

How long have you been in business? *

What's your current monthly revenue range? *

SECTION 2: Current Marketing & Lead Generation

If You Selected 'Other', Please Explain How You Generate Leads

What's your biggest challenge with lead generation right now? *

If You Selected 'Other', Please Explain

Do you currently use a CRM or marketing automation tool? *

If You Selected 'Yes', Which One?

SECTION 3: Sales Process & Customer Journey

What does your typical sales process look like? *

If You Selected 'Other', Please Explain Your Sales Process

How many different ways do people currently buy from or book with you? *

What happens after someone becomes a lead but BEFORE they buy? *

On average, how long does it take to close a sale from first contact? *

SECTION 4: Goals & Vision

What's your primary goal for the next 6-12 months? (Choose ONE) *

If You Selected 'Other', Please Explain Your Primary Goal

If you could wave a magic wand, what would be automated in your business tomorrow? *

How many leads do you want to generate per month? *

What's your average customer value (how much does a typical customer spend with you)? *

SECTION 5: Marketing Assets & Readiness

Do you currently have any of the following? (Select all that apply) *

Do you have a team, or are you a solopreneur? *

How hands-on do you want to be with your marketing automation? *

When do you need this solved?

SECTION 6: Next Steps

Anything else we should know?

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.

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