Insight Survey — The Rare Perspective

I’d Like To Get To Know You Better!

Now that you’ve scheduled your workshop; please complete the following form to help me prepare for your session.

Name

First Name

Last Name

What is your ultimate goal or vision for your business in the next 12 months?

What do your customers and clients consistently praise you for?

What does success look like to you?

What are your business’s biggest strengths?

What processes, tools, or systems currently work well for you (i.e. marketing related)?

What common challenges or obstacles does your business face regularly?

What external factors (e.g., market conditions, competition) create resistance for you?

What internal struggles or inefficiencies are slowing your progress?

Are there technological components within your organization that need improvement (i.e. data analytics, scheduling content, automation, etc)?

Are there any immediate external obstacles in your industry or market that could threaten your success?

What is your marketing budget range for 2025?