Before we scope your proposal

Let's find what's already
holding back growth.

A few focused questions so we build a proposal around your numbers and goals — not a templated package. Most fields take a sentence. Your progress saves automatically as you go.

Time: ~12–15 min Saves: automatically in your browser Return it: Save as PDF or email — buttons at the bottom

Start here

Your details

Company name

Website

Your name

Role / title

Date

Best email

Phone (optional)

Direction

What does winning look like?

We scope toward an outcome, not a deliverables list. Name the result and we can work backward to the budget.

If you could only move one number in the next 6–12 months, what would it be?

Revenue or growth target for the next 12 months (if you have one)

Are you trying to grow…

More events Bigger deals Both

Economics

The numbers

This is what makes a proposal real. Without rough economics we can't set a budget or an acceptable cost-per-customer — even ballpark figures help.

Average value of an event / booking

Rough gross margin per event (optional)

Cost to land a new customer (if tracked)

Current monthly marketing spend (all-in)

Roughly how does that spend split today?

Current marketing

What's working — and what isn't

Which channels are live right now?

Tick all that apply.

Single biggest source of new business today

What have you tried that didn't work?

Lead handling

From inquiry to booked

This tells us whether the real problem is lead volume or lead conversion — they call for very different proposals.

When a lead comes in, what happens next — and who handles it?

Typical sales cycle

Rough close rate on qualified leads

Using a CRM?

Who you sell to

Your ideal client

Describe your ideal client

Who's the actual decision-maker you sell to?

Any segment that converts best or is most profitable?

Competition

Why clients pick you

Who do you most often lose deals to?

When you win, why does the client choose you?

Digital assets

Your website

How is the current site performing for you?

Happy with it Fine, underused Needs work Embarrassing

When was it last rebuilt?

Built on what platform?

What specifically frustrates you about it, or what do you wish it did?

Read-only access

Let us look at the data

We'd rather diagnose from your real numbers than guess. Read-only access is enough — tick what you can share and we'll send invite instructions, or grant directly to the email below.

Google Analytics (GA4)

Traffic, sources, and what visitors actually do

Google Search Console

Your organic search visibility — GA4 alone doesn't show this

LinkedIn Ads & Analytics

Campaign performance and spend efficiency

CRM / lead data

So we can see conversion, not just clicks

Other ad accounts

Google Ads, Meta, anything else running

Grant access to thomas@trustedmarketing.com — or tick the boxes above and we'll send step-by-step invite instructions. Read-only is fine.

The business

A quick snapshot

Events per year

% repeat customers

Busy season(s)

If we doubled your inquiries next month, could you fulfill them? Any constraints we should know?

Fit & logistics

Making it work

Worked with a marketing agency before? What worked, what frustrated you?

Budget range you have in mind

Timeline to make a decision

Besides you, who needs to sign off on this?

Anything else we should know before we build your proposal?

Saved automatically

Let's find what's alreadyholding back growth.

Your details

What does winning look like?

The numbers

What's working — and what isn't

From inquiry to booked

Your ideal client

Why clients pick you

Your website

Let us look at the data

A quick snapshot

Making it work

Let's find what's already
holding back growth.