What to bring to a marketing growth call

1. Pick the problem you most want to solve

“We need more marketing” is a starting point, but it leaves a lot open. Describe what a useful change would look like: more qualified inquiries, a clearer explanation of your services, or a more consistent way to communicate with potential customers.

If you have several priorities, rank them. Explain why the first one matters now and what has made it difficult to address.

2. Explain your offer and your best-fit customer

List the services or products you want to promote, who typically buys them, and why customers choose you. Include common questions and objections you hear during sales conversations. These are useful starting points for a message, a video concept, or a content theme.

• What do you want customers to buy or inquire about?
• Who is a good fit—and who is not?
• What evidence can you share to support your message?

3. Bring your current marketing, even if it is unfinished

Share links to your website, social profiles, and any campaigns or videos you want to discuss. If you already have brand guidelines, approved photography, or previous footage, make a note of what is available and who owns the rights to use it.

Existing assets can help identify what is worth keeping, what needs a different message, and what might require new production.

4. Gather the results you actually have

Useful context can include recent inquiries, where customers say they found you, advertising spend, website visits, or the performance of specific posts. Bring the reporting period alongside each figure so that the numbers can be compared fairly.

If tracking is incomplete, say so. An estimate clearly labeled as an estimate is more useful than an unsupported claim. Never send passwords or sensitive customer records as meeting preparation.

5. Be clear about budget, timing, and capacity

A budget range helps narrow the options. Identify any deadline, upcoming launch, or filming constraint, and explain who will review and approve the work. Also consider whether your team can respond to new inquiries and deliver the offer you want to promote.

Keep production costs, ongoing support, and paid media spend distinct until the scope explains how each will be handled.

A short preparation checklist

• Your most important business goal
• Your offer and intended customer
• Website and social-profile links
• Existing content and brand assets
• Available results, with dates and context
• A budget range and timing constraints
• The people involved in decisions

What should you leave the call with?

A first conversation should establish whether there is a fit, clarify the problem, and identify the next step. A complete strategy or production plan requires the right scope and follow-up information. Before the call ends, confirm what will happen next, who will provide any missing details, and how the next discussion will be arranged.