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Cecil Jones Marketing
Worksheet

Strategy Session Preparation

Your Strategy Session is more valuable when you come prepared. This worksheet helps you gather the numbers, articulate the challenges, and define what success looks like — so your 15 minutes delivers maximum value.

Completion time: 15–20 minutes•For: Anyone with a Strategy Session booked

Before You Start

Bring these to your session if you have them:

  • Revenue numbers from the last 12 months (total, not per-client)
  • Rough customer count (how many unique customers in the last year)
  • Current marketing spend (total, per month — even a rough estimate)
  • Your lead volume — however you track it (CRM, notebook, mental estimate)
  • Average job size or transaction value

Don't have all of these? That's fine — bring what you have. The session will help you figure out the rest.

1. Your Business Today

_________________________________________
☐ Under $250k ☐ $250k–$500k ☐ $500k–$1M ☐ $1M–$5M ☐ $5M+
__________ employees
__________ years
_________________________________________

2. Your Biggest Growth Challenge

_________________________________________

Check any that resonate:

3. What Success Looks Like

_________________________________________
_________________________________________
_________________________________________

4. Key Numbers (Best Estimates)

$__________
$__________
__________ leads
_____%
__________ customers
_____%

5. Questions for Cecil

Write down 2–3 questions you want answered during the session.

1. _________________________________________
2. _________________________________________
3. _________________________________________

Book your session: Strategy Session • Email: contact@ceciljonesmarketing.net

Use This Worksheet

Print or save as PDF. Already booked? Bring this to your session. Haven't booked yet? The button below takes you there.

Book a Complimentary Strategy Session

Questions? contact@ceciljonesmarketing.net