Stephen Wesley Agency
a marketing studio
Client Intake (please print & fill out prior to appointment)

Business Name

Business Address

Mailing Address

Website/email address

Nature of Business

How long

Owner Name(s)

# Employees

What have you done as far as a marketing plan for your company?


What is your favorite part of your business?


What type of customers please you?


Who do you feel is your target market?


Where do you want your company to be in
1 YR




10 YRS


Tell me your thoughts on how to achieve this (I ask this because it will help me develop a plan that fits you and your company’s style)


What kind of advertising/promotions have you done in the past?


What kind of advertising/promotions do you do consistently? Why?


If you could have a little robot that would do one thing for you every time you needed it done, what would that one thing be?


What outside activities is your company currently involved in or would like to be involved in?


Why do you think you are successful? How can you improve?