Nexus Compass™ Intake Form
“The first step toward a precision-built GTM plan”
What best describes your current marketing setup?
*
This helps us calibrate your strategy based on internal capabilities.
🔍 Section 1: About You + The Business
What’s the name of the business or product?*
In one sentence, what do you sell?
*
Briefly describe your flagship product or service. Focus on the main offer you want to grow.
e.g., “AI-powered CRM for freelancers” or “Luxury spa services in Miami”
Your Website or Landing Page
*
Paste a link if you have one. If not, write “N/A.
What’s your primary goal over the next 90 days?
*
e.g., “Get 50 demo calls”, “Sell out 3 events”, “Hit $50K MRR”, or “5x lead volume”
🎯 Section 2: Ideal Customer Profiles (ICPs)
Who are your top 1–3 ideal customer types?
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Include title + industry + company size if relevant.
e.g., “CMO at DTC brand”, “Owner of 3+ salon locations”, “Head of Ops at Series A SaaS”
What’s the biggest pain or frustration each of these ICPs faces?
*
e.g., “Too many disconnected tools”, “Low ROI on ad spend”, “Hard to scale without team
What’s one thing your ICP to convert?
*
🧱 Section 3: Competitor Context
Who are your 2–3 biggest competitors?
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Name, price (if known), and what makes them good or bad.
e.g., “Klaviyo – $199/mo – great automations but too complex”
Why should someone choose YOU instead of them?
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Tell us your edge, differentiator, or unfair advantage.
📊 Section 4: Metrics & Numbers
(If you’re unsure, leave it blank and we’ll estimate based on your industry.)
Current Monthly Revenue (or MRR)
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e.g., $15,000 — just a ballpark is fine.
Monthly Website Traffic (rough estimate)
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e.g., 2,000 visitors/month. Google Analytics is helpful here.
Where do leads drop off in your funnel?
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Total social media followers (all platforms combined)
e.g., 6,200 (IG + LinkedIn + Twitter)
*
Your average CAC (cost to acquire 1 customer)
*
e.g., “$120 per customer from ads.” If unknown, leave blank.
Estimated LTV (lifetime value per customer)
*
e.g., “$1,500 for 12 months subscription” or “$400 avg cart × 3 purchases/year”
💡 Section 5: Content & Channel Mix
What content formats are you currently using (or plan to use)?
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What content formats are you currently using (or plan to use)?
Where are you spending ad budget (or planning to)?
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*Rough percentages help — e.g., Meta 40%, Google 30%, TikTok 30%.*
Monthly ad budget (or your planned test budget)
*
e.g., $2,000 — it’s okay to start small!
🗓 Section 6: Timing & Success Goals
What’s your timeline to launch / scale?
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30 / 60 / 90 days? Let us know where you’re at.
What’s the #1 success KPI you want to hit?
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e.g., “Demo calls”, “Sales”, “Email signups”, “Appointments booked”
How many [KPI above] would count as a “win” in 90 days?
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e.g., “50 demo calls” or “$25,000 in new sales”
What’s your average deal or customer value?
*
This helps us project ROI. e.g., “$2,500 per package sold” or “$49/mo × 12 months = $588”
⚠️ Section 7: Risks / Dependencies
Are there any known blockers, red flags, or constraints?
*
e.g., “My product isn’t fully live yet” or “Limited bandwidth to shoot video content”
Anything else we should know to build the best GTM plan for you?
*
Open box — use this to tell us anything unique, custom, or time-sensitive.
We run this through the Nexus Compass™ Matrix
You get a full GTM Blueprint within 24–48 hrs
Optional add-ons like proposal decks, KPI dashboards, project boards, etc.
