A 30-minute call goes further when you walk in with the right material. Here is what we usually ask clients to gather before we talk.
Most business owners we meet are not sure what a marketing consultation involves. They assume they need a full strategy document or a polished pitch. In practice, the first conversation is simpler: we want to understand how your business actually works, who your customers are, and what you have tried so far. If you bring a few concrete details, we can use the time to talk about real options instead of general advice.
Start with your customer base. Not the ideal customer you hope to attract, but the people who already walk through your door or send you enquiries. Think about their neighbourhood, their age range, and the reason they chose you over a competitor. A restaurant owner might notice that most lunch orders come from nearby offices. A repair service might see that repeat clients are homeowners in the same suburb. These patterns shape the message we test first.
Next, list what you have done so far. It does not matter if it was a Facebook page you updated twice a year or a Google profile with a handful of reviews. We need to know what exists, what felt like a waste of time, and what brought in an enquiry or two. That history tells us where to start and what to avoid repeating.
Finally, think about your numbers. You do not need a full financial report, but rough figures help. How many enquiries do you get in a typical week? How many turn into paying customers? What does a new customer usually spend in the first month? If you can answer those three questions, we can estimate whether a small increase in visibility would actually pay for itself.
The consultation is not a test. We are not looking for perfect answers or a prepared presentation. We are looking for a clear picture of your situation so the recommendations we make are specific to your business, not a generic checklist. Bring what you know, and we will fill in the gaps together.