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Please answer these quick questions so we can help you more efficiently. It’ll only take about 1 minute only!

Email*

Number of Active Clients*

Under 25

25-50

51-100

101-200

200+

Annual Firm Revenue

Under $250K

$250K-$500K

$500K-$1M

$1M+

Average Client Value (Annual)

Under $1,000

$1,000-$3,000

$3,000-$5,000

$5,000+

Current Client Communication

Never (outside of service delivery)

During tax season only

Quarterly

Monthly

Weekly

Email List Size

Under 100 contacts

100-250 contacts

250-500 contacts

500+ contacts

Marketing Tools Currently Using (check all)

None/Basic email

Email marketing platform (Mailchimp, etc.)

CRM system

Social media scheduler

Other

Primary Goal with The Curated

Generate more referrals

Stay top-of-mind year-round

Position for advisory work

Cross-sell existing clients

Build thought leadership

How many new clients would make this worthwhile?

1-2 per year

3-5 per year

6-10 per year

10+ per year

Industry Specializations (if any)

Real estate

E-commerce

Healthcare

Construction

Restaurants

Other

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