Growth Portal — NextPath CMO

Step 1 · Marketing intake

Let's start with the basics.

A quick profile of your business so everything that follows is tailored to you.

Company name

Website

Industry / niche

Annual revenue

Team size

Your role

Your name

Email

Phone optional

Step 2 · Business goals worksheet

Where are you trying to go?

The clearer the destination, the faster we build the path.

Primary growth goal for the next 12 months

Revenue target

By when?

What does success look like 12 months from now?

What's the single biggest obstacle in the way right now?

Why now? What's prompting you to bring in marketing leadership?

Step 3 · Ideal customer profile

Who is this growth for?

Great marketing starts with a sharp picture of the right buyer.

Describe your ideal customer

Tell me about your single best customer — why are they a perfect fit?

Typical deal size / customer value

Typical sales cycle

Step 4 · Brand & messaging questionnaire

How do you show up today?

So we can sharpen the story before we scale it.

In one sentence, what's your value proposition?

What makes you genuinely different from competitors?

Your elevator pitch — how do you describe what you do?

How would you describe your brand voice?

What do customers most often misunderstand about you?

Step 5 · Current marketing asset audit

Where do things stand right now?

Rate each area honestly — this builds your live maturity score. None · Basic · Good · Strong.

Step 6 · Competitor list

Who are you up against?

List the competitors you bump into most. Add as many as you like.

Step 7 · Channels & budget

Where do leads come from today?

A snapshot of your current engine and what fuels it.

Where do most of your leads come from now? select all that apply

Approximate monthly marketing budget

Who runs marketing today?

Anything notable about current spend or what's working / not working?

Step 8 · Access request checklist + tech stack

What will I need access to?

Check what you have. Don't share passwords here — this just tells me what to request when we start.

What tools are in your marketing stack? CRM, email, analytics, design, etc.

Step 9 · KPI dashboard setup

What should we measure?

Pick the metrics that matter, with where you are today and where you want to be. This becomes your dashboard.

Which KPIs matter most? tap to add them to your dashboard

Step 10 · Your result

Your Growth Snapshot is ready.

Here's your marketing maturity score. Unlock the full report to see your biggest quick wins, a tailored 30/60/90-day plan, and your KPI dashboard.

Unlock your full Growth Report

Your score is just the start. The full report turns it into a plan you can act on — the exact moves I'd make, in order.

Your top quick wins, tailored to your lowest-scoring areas

A 30 / 60 / 90-day plan built from your goals & gaps

Your KPI dashboard and full brief, ready to print or save

Secure checkout by Square · instant access · one-time payment.
We've saved your answers — NextPath will follow up either way.

Your intake is in. Thank you!

I've got your answers and your maturity score, and I'll be in touch within one business day with where I'd focus first. Keep an eye on your inbox.

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