Discovery Form — Milk Marketing

Section 01

Who you are

Full name *

Phone number *

What is your profession or area of expertise? * e.g. Cardiologist, Executive Coach, Financial Consultant, Realtor...

How long have you been working in this field?

Less than 2 years 2 to 5 years 5 to 10 years More than 10 years

Section 02

Your business today

How do you currently generate revenue? * Select all that apply.

Consultations or appointments (in-person or online, individual or group) Courses or digital products (recorded or live) Consulting or mentorship (for companies or individuals) Talks and events (corporate or public) Physical clinic, office, or firm (with team and structure) Other model

What is the price of your main service or product?

How do most of your clients find you today?

Referrals from existing clients Organic social media Paid advertising (Google, Meta Ads) In-person networking and events I don't have a consistent client flow yet

How many new clients do you work with per month, on average?

Just getting started (0 to 2) 3 to 10 11 to 30 More than 30

Section 03

Your digital presence

Which platforms do you use professionally today? Select all that apply.

How many followers do you have on your main profile?

How often do you publish professional content right now?

I don't publish Occasionally (less than once a week) 1 to 3 times per week Every day

Have you worked with a content agency or creator before?

No, never Yes, and it worked well Yes, but I didn't get the results I expected

What are your social media handles or profile links? Share links to any profiles you currently use professionally. Leave blank if none yet.

Instagram

YouTube

TikTok

Facebook

Other

Section 04

Goals and expectations

What do you want your content to generate for you? * Select all that apply.

More clients coming to me organically Recognition as a leading voice in my field Speaking invitations and partnerships Launch or sell a digital product Increase the perceived value of my work Build an audience from scratch

What concrete result do you expect to see in 6 months? * Be specific: a number of new clients, a follower count, a product launched, your schedule fully booked.

Is there a professional in your field whose online presence you admire or want to surpass? Feel free to mention names, handles, or profiles.

Section 05

Availability and fit

Are you open to appearing on camera, or do you prefer faceless content?

Yes, I'm comfortable on camera Yes, but I've never done it — I'll need guidance I'd rather start without showing my face and reassess later

How many hours per week can you dedicate to recording content?

Less than 1 hour 1 to 2 hours 3 to 5 hours More than 5 hours

What is your monthly budget for personal brand investment?

Anything else you'd like us to know before our conversation? Additional context, questions, constraints, or anything else you think is relevant.

Let's build your proposal.