Complimentary Strategy Session Questionnaire

In preparation for your marketing strategy session, please fill in as much as you can on the questionnaire below. In our work with CEOs and Business Owners we’ve found that this is a productive way to build a starting point for our discussion.

If you have specific topics you’d like to make sure we cover, or any burning questions we need to address, please note those items. This is your time to use and our goal is to leave you with 2-4 key areas of focus or actionable items from your strategy session.

Please note, any information that you provide on this form, or that we discuss in the context of our strategy session, will be held in the strictest confidence. Upstart Group understands that protecting your organization’s intellectual property and privacy is a top priority. Outside of the report, which will be sent to you following our meeting, Upstart Group will not share or distribute the information you provide without your explicit permission.

Thank you and we look forward to talking with you.