Build Your Growth Engine Like a CMO — In 10 Minutes or Less

Section 1A: Business Overview

Business Name *

Owner/Founder of the business

Full Name *

Role/Title *

Contact Information of the Owner/Founder:

Email *

Phone *

Preferred Contact Method *

Phone Call

Text Message

Others

Website

List all your Business' social media URLs

Facebook Page

If unsure, please leave it blank.

LinkedIn Business Page

If unsure, please leave it blank.

Instagram Business Page

If unsure, please leave it blank.

Twitter (X)

If unsure, please leave it blank.

YouTube Channel

If unsure, please leave it blank.

What is your business’s primary location? *

Physical

Online

Street Address

City

State

Country

Postal code

What is your business's primary industry? *

Product/Services Offered: *

Who are your main competitors in the industry? (At least 3) *

What are your business operating hours? *

How many members or staff do you have? (If any). What are their roles in your business?

As a business owner, how do you spend your time daily? What part, role or tasks usually take up most of your time in the business?

What type of staff or team do you think you need right now to boost your sales/revenue? Example: Admin, Marketing, Sales, Social Media

Section 1B: Business Overview

Tell us more about your Target Market

Customer Age Range *

Income Bracket *

Location (where they interact with your business) *

Pain points *

Profession *

Section 2: Lead Generation

How do you currently generate leads for your business? *

Organic (e.g., SEO, social media)

Paid Ads

Referrals

Other

Which lead generation channels have been most effective for your business? *

Which channels have you tried that didn’t work as well? Why do you think they failed? *

Do you currently use lead magnets (e.g., eBooks, quizzes, webinars)? If yes, describe them: *

Section 3: Sales Process

How do you convert leads into customers? Describe your current follow-up process: *

What tools or platforms do you use to manage your sales process (e.g., CRM, automation tools)? *

What are the common objections you face during the sales process? *

What is your average sales cycle length (time from lead capture to sale)? *

Section 4: Growth and Retention

Do you have a customer loyalty program? If yes, describe it: *

How do you currently gather and act on customer feedback? *

What percentage of your customers are repeat buyers? *

0-10%

11-25%

26-50%

51% or more

Do you encourage referrals from your customers? If yes, how? *

Section 5: Brand Guide

Are you happy with your current website? Do you think you are getting the traffic you need for inquiries/conversions?

If you are to change or update information on your website, what changes do you want to make?

How would you describe your brand’s tone or personality?

If unsure, please leave it blank.

What are your brand’s primary colors or visual guidelines?

If unsure, please leave it blank.

Do you have a logo or any existing branding materials? If yes, please share them.

If unsure, please leave it blank.

Upload logo or brand materials here

If unsure, please leave it blank.

What emotions or ideas should your brand convey to your audience?

If unsure, please leave it blank.

Do you have examples of other brands that inspire your branding?

If unsure, please leave it blank.

If you do not currently have a brand guide, would you like assistance developing one? *

Yes, I’d like help creating a brand guide.

No, not at this time

Section 6: Tools and Technology

How much do you pay for your Website platform and hosting if there are any?

What CRM or automation tools do you currently use?

If unsure, please leave it blank.

Do you integrate these tools with your marketing and sales processes? If yes, how?

If unsure, please leave it blank.

Are there tools you’re unsatisfied with or want to replace? If yes, explain why:

If unsure, please leave it blank.

What new tools or technologies are you interested in exploring?

If unsure, please leave it blank.

Section 7: Goals and Challenges

What are your primary goals in 3 months *

What are your primary goals in 6 months *

What are your primary goals in 12 months *

Do you have any urgent campaigns or projects planned? *

What are your biggest challenges in achieving these goals? *

How do you measure success in your marketing and sales efforts? *

What specific outcomes do you want to achieve through this collaboration? *

Section 8: Open Feedback

Is there anything else you’d like to share about your business, goals, or challenges? *

Build Your Growth Engine Like a CMO — In 10 Minutes or Less

This isn’t a lead form.

It’s your pre-strategy calibration.

Most founders complete it in under 10 minutes — and leave with months of clarity.

Built for visionary founders, not form fillers.

What You’ll Get:

Why It’s Free

How It Works:

Complete form

Your inputs are reviewed and processed through our AI-powered strategy system within 3 business days — you’ll be notified as soon as your custom playbook is ready, or you may book your strategy session now and we’ll align the delivery accordingly

Join your strategy session to receive a fully customized L2S System Playbook tailored to your business — prepared in advance and built specifically for your growth needs

Apply the system & scale