At ZATEGIC, marketing is not viewed as isolated tactics such as posting content or running advertisements. It is a strategic system designed to attract the right audience, convert qualified prospects, and support sustainable business growth.

Before developing a marketing strategy, our advisory team conducts a structured assessment to understand how your business currently generates visibility, leads, and revenue.

This Marketing Strategy & Growth Audit Intake allows us to evaluate how your marketing efforts align with:

•   Your revenue model and growth targets
•   Your ideal customer and positioning in the market
•   Your current marketing channels and lead generation systems
•   Your sales process and conversion capacity
•   Your operational readiness to support growth

Your responses will help our team:

•   Understand your current marketing infrastructure and visibility
•   Identify gaps in strategy, messaging, positioning, or execution
•   Evaluate whether your business requires a new marketing launch or a strategic rebuild
•   Assess alignment between your marketing, revenue goals, and operational capacity
•   Determine the most effective level of support — Done-For-You, Done-With-You, or Do-It-Yourself

This intake focuses on strategic marketing alignment before tactical implementation, ensuring that any future campaigns, funnels, or content efforts support long-term growth, credibility, and scalability.

The form typically takes 20–30 minutes to complete. For the best experience, please complete this intake audit on a laptop or desktop computer. Some questions and fields may not display correctly on a mobile device.  Please answer each question thoughtfully and as accurately as possible. The more detail you provide, the more tailored and effective your consultation will be.

Many entrepreneurs discover through this process that their marketing challenges stem from unclear positioning, inconsistent messaging, or a lack of structured lead generation systems. Identifying these gaps is precisely the purpose of this assessment.

All responses are reviewed privately by the ZATEGIC Business Advisory Team and are used solely for internal evaluation and consultation preparation.

Once your intake has been reviewed, our team will prepare a preliminary strategy outline for your consultation.

You will receive next-step instructions by email within 24–48 hours.

We look forward to helping you build a marketing strategy that is not only visible — but structured, scalable, and aligned with your long-term business growth.

Let’s begin with your basic details so we can properly create your client profile and prepare for your consultation. This information allows our advisory team to match your submission with any existing records and ensure accurate routing within our system.

Your location helps us understand geographic, regulatory, and market considerations that may influence marketing strategy or service recommendations.

This section helps us understand how you found ZATEGIC so we can track referrals, partnerships, and outreach efforts. Your response is used for internal reporting only and does not affect your services or recommendations.

This section provides a quick overview of your business so we can understand your current stage, structure, and online presence.

This section helps us determine whether your business needs a new marketing launch strategy or a strategic rebuild of existing marketing systems.

Effective marketing begins with clarity around your offer and your audience. These questions help us understand what your business sells, how your products or services are structured, your pricing, and the audience you want to attract.

This section evaluates where your business currently appears online and what marketing assets you already have available.

Marketing strategy should be grounded in measurable outcomes. Estimates are acceptable if exact numbers are not available.

Modern marketing relies on tools, analytics, and automation platforms. These questions help us evaluate your current systems and readiness for implementation.

Marketing should never outpace operational capacity. This section helps us understand whether your business can support increased demand.

Your ability to improve your marketing performance depends not only on strategy, but also on your team structure, delegation, and ability to execute. This section helps us understand your current capacity and support systems.

ZATEGIC offers multiple service models depending on your goals, timeline, and preferred level of involvement.

Before we prepare your consultation, we would like to understand what you see as the most important challenges or priorities in your business right now. Your answers help our advisory team focus the consultation on the areas that matter most to you.

Successful marketing implementation requires clarity around timeline, commitment, and investment.

ACKNOWLEDGMENT AND CONSENT:

I understand that ZATEGIC provides strategic advisory services designed to evaluate and improve various aspects of my business, including, but not limited to, marketing, sales processes, branding, operations, funding readiness, and overall business performance.

I acknowledge that this intake form is submitted for evaluation and consultation preparation purposes only and will be used by the ZATEGIC advisory team to assess my business needs and develop preliminary recommendations.

I consent to being contacted by ZATEGIC regarding my business, objectives, and potential solutions.

I acknowledge that this intake, along with any related consultation, is provided for informational and advisory purposes only and does not establish an attorney-client relationship, tax preparer-client relationship, financial advisory relationship, or any other fiduciary relationship.

I understand that any services requiring implementation, including but not limited to legal, tax, financial, operational, or systems-related work, will only be performed pursuant to a separate written service agreement executed between myself and ZATEGIC.

I agree that ZATEGIC may use the information provided in this intake solely for internal evaluation, consultation preparation, and service recommendation purposes.

I authorize ZATEGIC to contact me regarding next steps, recommendations, and potential services relevant to my business needs.

I acknowledge that results are not guaranteed and are dependent on multiple factors, including, but not limited to, business operations, implementation efforts, market conditions, and financial position.

I confirm that the information provided is accurate to the best of my knowledge and understand that incomplete or inaccurate information may impact the quality of any recommendations provided.

By typing your name above, you acknowledge and agree that this constitutes your electronic signature.