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Client self-assessment tool

We have prepared this quick, 5-minute questionnaire to guide you in considering your marketing needs. As soon as you finish, the results will be emailed to you and to us for review.

Or, if you prefer, send us a quick email to set up a meeting.

We are very happy to fill out the form for you while having  a conversation in person, or on the phone. We will be pleased to get to know you as we help you navigate this section.

Two ways to use this form:

  1. To help guide your preparations for a meeting in which we will complete this form for you, or
  2. Fill the form yourself and send it to us so that we may prepare for a meeting

Either way, our goal is to make the experience seamless, and enjoyable for you.


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