👋 Prospect Info

Business Name

Primary Contact:

Their Role/Title:

Relevant Links (Social / Website)

Industry / Sector:

Location:

How did they find us?

Date of First Contact / Discovery Call:

Services Enquired About:

Initial Impression:

Referral, inbound enquiry, social, etc.

Rebrand, website, content, social media etc.

Gut feel in a sentence or two; tone, clarity, energy

🧠 Business Profile

• [ ] Create some criteria for the type of person you are looking for
• [ ] Your “bullseye” persona

🧩 Mindset & Behaviour

• [ ] What behaviours are you looking for?
• [ ] Speaks clearly about the business and its value
• [ ] Understands that brand/marketing is an investment, not decoration
• [ ] Prefers action above overthinking

💰 Budget & Timeline

• [ ] For example
• [ ] Has a realistic budget
• [ ] Understands the value of a project-based approach

🔥 Motivation & Triggers

• [ ] What might motivate their need for your services?