Business Intake Form

Step 1 of 7

Contact Information

Tell us about yourself so we can reach out with your personalized strategy.

Full Name *

Please enter your full name

Email Address *

Please enter a valid email address

Phone Number

Preferred Contact Method

Email WhatsApp Phone Any

Step 2 of 7

Business Overview

Help us understand your business model and where you currently stand.

Business Name *

Please enter your business name

Industry

Business Type

Years in Business

Number of Employees

Website URL

Social Media Profiles

Paste your links separated by commas

Step 3 of 7

Products, Market & Customers

Describe what you offer and who you serve.

What do you sell? (Products / Services)

Who is your ideal customer?

Geographic Market

Customer Age Range

Main Competitors

Unique Selling Proposition (USP)

Step 4 of 7

Marketing & Sales

Tell us about your current marketing efforts and sales process.

Current Marketing Channels

Monthly Marketing Budget

No budget

Under $500

$500–$2,000

$2,000–$10,000

$10,000–$50,000

$50,000+

How do you currently generate leads?

Average Sales Cycle

Current Monthly Revenue

Pre-revenue

Under $5K

$5K–$25K

$25K–$100K

$100K–$500K

$500K+

Target Monthly Revenue

$10K

$25K

$50K

$100K

$250K

$500K+

Step 5 of 7

Social Media Presence

Let us understand your current social media situation.

Step 6 of 7

Tools & Automation

Tell us about your current tech stack and readiness for automation.

Current CRM

Accounting Software

Other Tools You Use

Current Automation Level

None — everything manual Basic (auto-replies, simple flows) Intermediate (CRM automations, email sequences) Advanced (full workflow automation)

Step 7 of 7

Goals & Final Questions

Help us understand what success looks like for you.

What is your biggest business challenge right now?

What do you want to achieve in the next 6 months?

What do you want to achieve in the next 12 months?

Which Grow It package interests you?

Starter — Get the basics right Growth — Scale up fast Elite — Full AI-powered growth Custom — Let's design together Not sure yet

How did you hear about Grow It?

Anything else you'd like us to know?

Ready to grow your business?

Our team will review your responses and reach out within 24 hours with a customized strategy proposal.

Your information is confidential and will only be used by the Grow It team.