The Strategic Intake System

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Over the next several minutes we're going to learn three things.

What you are trying to accomplish
What is standing in your way
What resources you already have

From that we'll begin creating your Opportunity Profile. Let's start with one simple question...

What are you trying to accomplish?

<h4>What are you trying to accomplish?</h4>

Customers ⇒ Need to reach more of the right customers

Revenue ⇒ Need to increase revenue

Efficiency ⇒ Need to save time or reduce manual work

Build ⇒ Need to develop something new

Repair ⇒ Need to fix something that's not working

Visibility ⇒ Need to be easier to find and understand

Modernize ⇒ Need to modernize systems or operations

Uncertain ⇒ Know something needs to change, but not sure where to begin

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In your own words, what would you like to change?

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Tell us about your business or organization.

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What is the name of the business or organization?

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Website or primary online presence

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Idea or early planning

Preparing to launch

Operating now

Established and growing

Operating but stalled

Rebuilding or repositioning

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What have you already tried?

<h4>What have you already tried?</h4>

Built or redesigned a website

SEO or search optimization

Social media posting

Paid advertising

Email marketing

CRM or lead management

Workflow automation

Content creation

Events or in-person promotion

Direct sales or outreach

Worked with an agency or consultant

Handled it internally

Nothing formal yet

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What happened? What worked, and what did not?

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How clearly can you measure the results of those efforts?

<h4>How clearly can you measure the results of those efforts?</h4>

We have clear data

We have some information

Results are difficult to measure

We are not measuring consistently

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What is getting in the way?

<h4>What is getting in the way?</h4>

Visibility ⇒ Not enough people know we exist

Conversion ⇒ People find us but do not take action

Message ⇒ Our message is unclear

Technology ⇒ Technology is outdated or disconnected

Manual work ⇒ Too much work is being done manually

Capacity ⇒ We lack time or staff

Skills ⇒ We lack specialized expertise

Data ⇒ We do not have useful data

Follow up ⇒ Leads are not followed up consistently

Sales ⇒ Sales are inconsistent

Budget ⇒ Budget is limited

Direction ⇒ We lack a clear strategy

Ownership ⇒ Nobody clearly owns the process

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Which one needs attention first?

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What happens if this remains unresolved for another six months?

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How are people finding you today?

<h4>How are people finding you today?</h4>

Google Search

Google Maps or Business Profile

Facebook

Instagram

Threads

TikTok

YouTube

Our website

Word of mouth or referrals

Events or networking

Amazon, Etsy or another marketplace

Paid advertising

Direct sales outreach

Partners or affiliates

We're not sure

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Which source currently produces the best customers or opportunities?

<h4>Which source currently produces the best customers or opportunities?</h4>

Google Search

Google Maps or Business Profile

Facebook

Instagram

Threads

TikTok

YouTube

Our website

Word of mouth or referrals

Events or networking

Amazon, Etsy or another marketplace

Paid advertising

Direct sales outreach

Partners or affiliates

We're not sure

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Where would you like more of the right people to find you?

<h4>Where would you like more of the right people to find you?</h4>

Google Search

Google Maps or Business Profile

Facebook

Instagram

Threads

TikTok

YouTube

Our website

Word of mouth or referrals

Events or networking

Amazon, Etsy or another marketplace

Paid advertising

Direct sales outreach

Partners or affiliates

We're not sure

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Which of these do you already have? Tap everything that applies.

<h4>Which of these do you already have? Tap everything that applies.</h4>

Website or content management system

eCommerce platform

CRM

Email marketing platform

Social media scheduler

Point-of-sale system

Accounting software

Scheduling or calendar system

Online forms

Project management system

Cloud storage or shared drive

Analytics or reporting

AI tools

No connected system

Not sure

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Which processes consume the most staff time?

<h4>Which processes consume the most staff time?</h4>

Scheduling

Responding to inquiries

Sales follow-up

Invoices and payments

Customer support

Inventory

Content creation

Social media

Reporting

Data entry

Documents and agreements

Customer onboarding

Internal communication

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How well do these systems work together?

<h4>How well do these systems work together?</h4>

Mostly connected

Some are connected

Mostly separate

Information is moved manually

We're not sure

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What would success look like?

<h4>What would success look like?</h4>

More predictable revenue

More qualified leads

More visitors becoming customers

Less manual work

Clearer positioning and messaging

Greater search and AI visibility

Systems that work together

Better reporting and decision-making

A new product, service or platform

Ability to grow without adding chaos

Clear ownership and workflows

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Describe the result that would make this investment worthwhile.

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Timing: We need to begin

<h4>Timing: We need to begin</h4>

Immediately

Within 30 days

Within the next three months

Within six months

We're exploring possibilities

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Readiness: We are

<h4>Readiness: We are</h4>

Ready to move forward

Preparing to make a decision

Researching possibilities

Need internal alignment

Not sure yet

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Your initial Opportunity Profile is ready.

Tell us where to send your summary and choose how you would like to continue.

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Send initial observations

Schedule a Strategy Session

Show the recommended pathway

Show what can be started now

Have The3rdParty review this personally

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Begin Strategic Intake

Over the next several minutes we're going to learn three things.

What are you trying to accomplish?

Tell us about your business or organization.

What is the name of the business or organization?

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Website or primary online presence

What have you already tried?

What happened? What worked, and what did not?

How clearly can you measure the results of those efforts?

What is getting in the way?

Which one needs attention first?

What happens if this remains unresolved for another six months?

How are people finding you today?

Which source currently produces the best customers or opportunities?

Where would you like more of the right people to find you?

Which of these do you already have? Tap everything that applies.

Which processes consume the most staff time?

How well do these systems work together?

What would success look like?

Describe the result that would make this investment worthwhile.

Timing: We need to begin

Readiness: We are

Your initial Opportunity Profile is ready.

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