First Name
*
Last Name
*
Phone
*
Company Name
*
Email
*
What services do you offer?
*
Mortgages
Insurance
Kiwisaver
Retirement planning (beyond Kiwisaver)
Financial advice/planning
What are your top marketing priorities right now?
*
Lead generation
Brand awareness
Website
Automation
Content
Paid Ads
Email marketing
Other
Select all that apply
If other, please specify
Approximate monthly marketing budget
*
<$1,000
$1,000–$3,000
$3,000–$5,000
$5,000+
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What CRM systems do you currently use?
Trail or similar (for compliance/client records)
A marketing CRM (for email campaigns, automations, lead nurture)
Both
None
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