Charisma Digital Prefer to talk first? Book a call →
Before we talk

Tell me about your business.

This is how I come to our clarity call already understanding you. The better I know your setup, the sharper the proposal I can put together for you.

Work through it top to bottom. There are no wrong answers. Not sure is a perfectly good one. Skip anything that does not apply.

01 . Your business

Your business

The basics, so I know who I am talking to.

A link if you have one. Leave blank if not.
In a sentence, plain language.
How big is the team?
Which best describes you?
02 . Your goals

What you want from this

One clear goal beats three vague ones.

The main thing you want right now
Be honest. This is the useful part.
03 . The fit

What you are looking for

A rough steer is fine. I will confirm the right fit with you.

Which of these feels closest?
Anything specific you know you need?
Tick any that apply.
04 . Brand foundation

Your brand foundation

This is the source of truth good AI marketing runs on. Tell me what you already hold.

Which of these do you already have?
How would you rate what you have?
05 . Platforms

Social and platforms

Where you show up now, and what you have to work with.

Which platforms are you active on?
So I can take a proper look before we talk.
06 . Content and delivery

Content and who runs it

How much you want to post, and who does the posting.

How often do you want to post?
Who does the posting right now?
Going forward, how do you want it run?
07 . AI readiness

Where you are with AI

No judgement. This just tells me where to start.

Where are you with AI right now?
What tools are you already paying for?
Only if you sell products or run an online store
Where would AI help most in your store?
08 . Team and training

Your team and training

If you want your people confident with AI, tell me who I am training.

Only if you want your team trained. Skip this if it is just you.
Interested in AI training for your team?
09 . Budget and timing

Budget and timeline

This keeps my proposal grounded in what makes sense for you. A range is fine.

What budget are you working with?
When do you want to start?
Interested in ongoing support after the project?
10 . You and next steps

You and next steps

Last one. So I know who I am speaking with.

Optional.
Are you the decision-maker?

Your answers go straight to Lisa so she can read them before we talk. Nothing is sent until you hit the button. Prefer to just book a call? The link is at the top.

Charisma Digital . Auckland, New Zealand
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