Step 1

Let's start with the basics

Tell us who you are so we can personalise your onboarding experience.

First name *

Please enter your first name

Last name *

Please enter your last name

Email address *

Please enter a valid email address

Phone number *

Please enter a valid phone number

Step 2

Tell us about your firm

We need to understand your business so we can position your growth system correctly.

Firm name *

Please enter your firm name

Website *

Please enter a valid URL

Industry *

Please select your industry

Years in business *

Please select years in business

Team size *

Please select team size

Average client value *

Please select average client value

Monthly lead goal *

Please select monthly lead goal

How do you currently generate leads? * Select all that apply

Please select at least one option

Step 3

Who are your clients?

This is the most important section. The better we understand your clients, the more effective your marketing will be.

Describe your absolute ideal client * Job title, life stage, financial position, mindset. Be as specific as possible.

Please describe your ideal client

What are the top 3-5 problems your ideal client faces? * What keeps them up at night before they find you?

Please describe your clients' pain points

What have they tried before that didn't work? * Failed past solutions, other providers, DIY attempts.

Please describe what hasn't worked for them

What does their life look like AFTER you've solved their problem? * Paint the picture of the dream outcome.

Please describe the ideal outcome

Share 2-3 things your best clients have actually said about you Exact words from calls, emails, or reviews. These become your most powerful copy.

What objections do prospects usually have? * The reasons they hesitate, push back, or ghost.

Please describe common objections

What types of clients do you NOT want? Disqualifiers that help us filter out the wrong people.

Step 4

Your offer and market position

Help us understand what you sell, how you're different, and who you're up against.

What is your main service offering? * The core thing you sell. Lead with the outcome, not the process.

Please describe your main service

Describe your service in detail * What does the full engagement look like? What do clients actually get?

Please describe your service in detail

What makes you different from competitors? * Be specific. Not "we care more" but what you actually do differently.

Please describe what makes you different

Do you have a proprietary process or methodology? A named framework, step-by-step system, or unique approach. If yes, describe it.

What results do your best clients typically see? * Numbers, outcomes, transformations. Specific is better than general.

Please describe client results

Who are your main competitors? * List 3-5 names and websites if possible.

Please list your main competitors

What do your competitors do well? Honest assessment. Understanding their strengths helps us position around them.

What's the biggest misconception about your type of service? A belief people hold that you disagree with. These become powerful ad hooks.

Step 5

Your brand and assets

Share your visual identity and existing materials so everything we build is on-brand from day one.

Upload your logo * SVG, PNG, or PDF preferred. Include variations (full colour, white, icon) if you have them.

Click to upload or drag and drop

SVG, PNG, PDF, AI (max 10MB each)

Please upload at least one logo file

Brand colours Click the pickers to choose your brand colours. Add as many as you need.

Fonts used Font names from your brand

Do you have brand guidelines? *

Yes, I'll upload them No formal guidelines No, just use our website as reference

Please select an option

Upload brand guidelines

Click to upload or drag and drop

PDF, DOC, or images (max 10MB each)

Case studies, testimonials, or results Upload files and/or type them in below. Include specific numbers and outcomes where possible.

Click to upload or drag and drop

PDF, DOC, PNG, JPG (max 10MB each)

Upload photos of your team or office

Click to upload or drag and drop

PNG, JPG, WebP (max 10MB each)

Links to existing ads, landing pages, or marketing Paste URLs, one per line. Even outdated material helps us see what you've tried.

What tone should your marketing have? * Select all that apply

Professional & authoritative

Warm & approachable

Bold & direct

Educational & consultative

Please select at least one tone

Words, phrases, or claims to AVOID Compliance restrictions, brand guardrails, or anything that doesn't fit your image.

Step 6

Compliance and contacts

Final details so we can stay compliant and communicate with the right people.

Key contact *

Please enter contact name

Please enter a valid email

Final decision maker *

Same as key contact

Please enter decision maker name

Please enter a valid email

Additional contacts Add anyone else we should be in touch with (e.g. operations manager, assistant).

What geographic area do you serve? *

Please enter your service area

Which regulatory body are you registered with? * Select all that apply

SEC

FINRA

FCA

State regulator

NASAA

None / not applicable

Other

Please select at least one option

Do you have a compliance officer who approves marketing? *

Yes No

Please select an option

Compliance officer details

Required disclaimers or disclosures Paste any standard disclaimer text that must appear on your marketing.

Have you had marketing rejected by compliance before? Knowing what hasn't passed helps us avoid the same mistakes.

Anything else we should know? Previous marketing experience, internal dynamics, special requirements.

Review

Review your answers

Double-check everything looks right before submitting. You can edit any section.

Your data is encrypted and stored securely. We will never share it with third parties.

Let's start with the basics

Tell us about your firm

Who are your clients?

Your offer and market position

Your brand and assets

Compliance and contacts

Review your answers

You're all set