Schedule Consultation | Clearwater Marketing

Please Fill Out the Entire Form

After you complete this consultation form, you'll be directed to schedule a virtual meeting via Zoom or Google Meet. In this meeting, we’ll review your responses, discuss your goals, and determine if we're a good fit to work together. If we decide to move forward, we’ll outline a customized strategy, finalize the scope of work, and set clear next steps for implementation. From there, we’ll provide a proposal and agreement for you to review, along with payment details.

Company name

Contact Person Name

Company Website / All Social Media Handles

What products/services do you offer? (What are all the ways you get paid)

Who is your ideal customer? (Demographics, psychographics, location, etc.)

Do you have a physical office location, or is your team fully remote? If you do have an office, do you host clients or partners there for meetings and events? (That would be appropriate to record)

Do you have an in-house marketing or creative team that I would be working with?

Are you running any paid ads on social? If so, which platforms, and what is your average monthly budget?

Are there any unique privacy regulations, data handling rules, or industry‑specific restrictions that your company must follow?

How many team members are comfortable being on camera for video content (such as interviews, Q & A, or social media livestreams, etc)? Do you have designated spokespeople or brand ambassadors, or do you prefer to rotate among different team members?

Do you currently have any strategic partners or alliances with other companies? Are there affiliate programs, joint ventures, or industry groups you’re actively involved in that might be relevant to our marketing strategy?

How do you support professional development and training within your company? Do you provide mentorship programs, workshops, or ongoing education? Can this be filmed?

What internal communication platform do you use, if any? (e.g., Asana, Slack, Trello)

Have you worked with a marketing agency or consultant before? If yes, what went well and what were the challenges?

Considering the total amount you plan to invest each month in marketing—including consulting services, paid advertising, and any relevant events—which of the following budget ranges best fits your plans?