How to use it
Fill this in with the business owner before the first diagnosis. Intake quality decides plan quality.
Copy and adapt
BUSINESS INTAKE WORKSHEET Completed by: ________________ Date: __________ 1. BUSINESS NAME / WEBSITE Name: ______________________________ Website: ______________________________ 2. VERTICAL + BUSINESS MODEL Vertical: ______________________________ Model (e.g. local services, ecommerce, B2B, subscription): ______________________________ 3. AUDIENCE Who buys: ______________________________ Who decides (if different): ______________________________ 4. PRIMARY OUTCOME The one business outcome marketing must move: ______________________________ Measured (baseline → current → target): ______ → ______ → ______ Or qualitative success criteria: ______________________________ (If neither exists: success is not defined yet. Say so.) 5. WEEKLY CAPACITY Real hours available for marketing work per week: ______ Who does the work: ______________________________ 6. CURRENT CHANNELS Active now: ______________________________ Tried and dropped (why): ______________________________ 7. GEO / LOCAL SCOPE Service area or shipping scope: ______________________________ Physical locations: ______________________________ 8. CONSTRAINTS Budget ceiling: ______________________________ Compliance / industry limits: ______________________________ Things we will not do: ______________________________ 9. WHAT THE OWNER ALREADY BELIEVES Strongest belief about what works: ______________________________ Strongest belief about what doesn't: ______________________________ (These become hypotheses to test, not facts to file.)