Welcome to Lumetrix

Thank you for scheduling your initial meeting with LUMETRIX. To help me prepare and ensure our time together is as productive and strategic as possible, please complete the brief questionnaire below. Your responses will give me a clear understanding of your goals, your current marketing landscape, and the areas where you need clarity, direction, and accountability.

Everything you share is confidential and used solely to guide our upcoming conversation.

First name

Last name

Company name

Company Overview

What does your company specialize in?

What geographic areas do you serve?

Goals & Growth

What are your primary goals for the next 6–12 months?

Which services or customer segments would you most like to grow?

Are there seasonal slow periods you'd like to fill or balance out?

Current Marketing Activity

What marketing channels are you currently using? (Website, Google Ads, SEO, etc.)

Who currently manages your marketing?

List any existing marketing vendors or agencies you work with.

Estimated monthly marketing spend ($)

Reporting & Metrics

What reporting do you currently receive?

How confident are you in your current reporting?

Which metrics matter most to you?

Challenges & Opportunities

What marketing challenges have you faced previously?

What would make a partnership with a fractional Marketing Director most valuable to you?

Expectations & Communication

How involved do you want to be in marketing decisions?

Preferred communication frequency:

Lumetrix

Fractional Marketing Director/Strategy/Reporting/Accountability