YMA Agency — Pre-Meeting Strategy Call Form

YMA AGENCY • PRE-MEETING BUSINESS AUDIT

A better strategy call starts here.

Please complete this before your booked call. It takes about 3–5 minutes and gives YMA enough information to review your business, website and current lead process before we meet.

01 • YOU SEND THE CONTEXTWebsite, lead flow and biggest bottleneck.

02 • YMA REVIEWS ITWe look for obvious gaps before your call.

03 • WE USE THE CALL WELLWe focus on the best next move for your business.

SECTION 1

Your business

Your name * Business name * Email * Phone * Main service / offer * Service area / location * Website status * Website URLLeave blank only if you do not have a website. Website platform Social / business profile link

SECTION 2

Your current lead process

Approx. enquiries per month * Typical job / customer value How fast are new leads usually contacted? * Current CRM / booking system Are you currently running paid ads? Team size

Where do most enquiries come from now? * What happens after a new enquiry comes in? *

SECTION 3

What you want fixed

What is the biggest lead / sales problem right now? * What would a successful result look like for you? *

When would you want improvements in place? * Are you involved in the final decision? * Which level sounds closest to what you need?

Anything else we should know before the call?

This is pre-meeting discovery — not technical onboarding.
We do not need passwords, admin access, domain access or account credentials before your call. YMA will only request secure collaborator/staff/admin access after you decide to work with us and only for the systems required for your build.

Please submit this before your booked YMA strategy call so we can prepare properly.