Quarterly Planning
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Quarterly Planning Questionnaire

Let's plan your
next quarter.

Your answers help us build a marketing plan that's actually aligned with where your business is headed.

Your info
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Please enter your business name
Please enter your name
Please enter the quarter
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01
Goals & Priorities
Help us understand where you're headed this quarter.
1. What's your main focus this quarter?
More leads, higher-value jobs, a new service, geographic expansion — whatever's top of mind.
2. Do you have a revenue or lead target in mind?
3. Anything launching or changing this quarter?
Select all that apply.
New service
New hire
New vehicle / wrap
Seasonal promotion
New location / area
Process change
Other
02
Content & Visibility
What we'll create and where we'll push to be seen.
4. Which services or locations should we prioritize?
Think keywords, service categories, cities or neighbourhoods you want to rank and advertise in.
5. Do you have photos, job stories, or reviews we can use?
Yes — I'll send them over
Some — I have a few but could use more
Not yet — let's plan to collect some
I'd like help organising a shoot
6. Any seasonal or timely topics to plan content around?
Storm prep, spring renos, summer installs, freezing pipes, holiday shutdowns, etc.
7. Any link or PR opportunities we should know about?
Select all that apply.
Sponsorship or donation
Award or recognition
New supplier / partner
Hiring (job ads = backlinks)
Community involvement
None right now
Other
03
Capacity & Big Picture
Helps us calibrate how hard to push on lead generation.
8. Can you take on more work right now?
Yes — we have capacity, bring it on
Somewhat — a bit stretched but managing
No — holding steady, focus on quality over volume
9. Anything on the ops side you'd like help with?
Select all that apply.
Review collection
Lead follow-up
Estimates / proposals
CRM or automation
Email / text campaigns
Nothing right now
Other
10. Anything else we should know?
A competitor move, a new idea, something you've been sitting on — this is your open mic.
Your answers go straight to your Mile Zero strategist before your planning session. Thank you for your time and effort.

You're all set.

Thanks for completing your quarterly questionnaire.
We'll have a plan ready before your session.

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