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About Us
Impact and Insights
2023 Impact Report
State of Black Business Report
Programs & Resources
Free Small Business Programs
Business Boost Resource Hub
Partnership
My Courses
Donate
Contact
Book It to the Bank Marketing Call Onboarding
Name
First
Last
Email
Phone
Basic Business Details
Website URL
Business Instagram Handle
Business Facebook Page Link
Business Tiktok Handle
Business Linkedin Page
Please describe your business in two sentences or less. Please specify what products or services you provide.
(Required)
What is your company slogan/tagline?
(Required)
If you do not have one, put N/A.
Who do you consider to be your target audience to be?
(Required)
Who are your major competitors?
(Required)
What makes your product/services unique?
(Required)
Marketing Readiness
Clarity of Target Audience:
(Required)
Knowing who your ideal customer is helps you market more effectively.
1 = No idea who my audience is
2
3 = General idea but not well-defined
4
5 = Clear, specific customer profile
Brand Messaging
(Required)
Strong messaging explains who you are, what you do, and why it matters.
1 = No consistent messaging
2
3 = Some messaging but not used consistently
4
5 = Clear, compelling messaging used across all platforms
Online Presence
(Required)
Your website and social media help people find and trust your business.
1 = No website or social media presence
2
3 = One or the other, or both are outdated
4
5 = Active website and social media with regular updates
Marketing Strategy
A plan for how you’ll promote your products or services and attract customers.
1 = No strategy in place
2
3 = Inconsistent or informal plan
4
5 = Clear, documented marketing strategy
Lead Generation & Conversions
(Required)
Your ability to attract and turn potential customers into paying clients.
1 = No systems for attracting leads
2
3 = Get leads but conversion is low
4
5 = Consistent lead generation with regular sales