Fractional CMO Discovery Call Intake Form

Use this during your Discovery Call to guide the conversation and recommend the right tier and services.

CLIENT INFO

First Name: *

Last Name:

Business Name:

Website/Socials:

Email *

Phone

Business Stage & Structure

2. Who handles marketing now? *

Just me

I have a VA/freelancer/team

Agency

Nobody

3. Do you currently have a marketing strategy or roadmap?

Yes – clear and documented

Sort of – it’s loose

No strategy at all

4. What are your top 1–3 goals over the next 90 days?

Goals & Metrics

6. How are you currently generating leads/sales?

7. What’s not working in your current marketing approach?

Pain Points & Challenges

Budget & Resources

9. The Fractional CMO Program starts at $5000, does this align with your current budget? *

Yes

No