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Discovery Call Information
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Select a Company
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Bowe Digital
Title Success
Date
*
Company Name:
*
Company Contact Name:
*
Company Contact Email:
*
How did you hear about Bowe Digital?:
*
How did you hear about Title Success?
*
Social Media:
What platforms are you active on today? (click all that apply)
Facebook
Instagram
X (formerly Twitter)
LinkedIn
TikTok
YouTube Channel
Snapchat
Pinterest
What platforms are you interested in being active on? (click all that apply)
Facebook
Instagram
X (formerly Twitter)
LinkedIn
TikTok
YouTube Channel
Snapchat
Pinterest
Do you have access to your login credentials or appropriate access for each account? Please describe in detail.
Are you interested in content being posted on the personal accounts of your leadership/sales team for example on LinkedIn or Instagram?
Yes
No
What is your goal with social media activity?
Are you interested in highlighting staff milestones (birthdays, work anniversaries, etc.)?
Yes
No
What does a win look like in the first 3 months?
Do you have a Google business page?
Yes
No
Additional notes
Websites:
Do you currently have a website?
Yes
No
What is the url?
Do you have any additional URLs or domains we should know about?
Yes
No
What are they?
Do you own your current website?
Yes
No
Do you have access to the backend of your site to make edits? Please be prepared to provide those details.
Yes
No
Who is your target audience for the website?
What do you want people to be able to accomplish on your site?
Do you want Bowe Digital to host your site?
Yes
No
If not then who will be hosting the site?
What is your timeline for completion of the site?
Who will be responsible for approving content and communicating with our team for this project? Provide name, title and email address.
Do you plan to have a calculator on your site?
Yes
No
Do you have a Google business page?
Yes
No
What is the URL?
Additional notes
Marketing Emails/Blogs:
How big is your email contact list?
Do you currently use an email platform like Constant Contact, MailChimp, etc.?
Yes
No
If yes, do you want to continue to use them? Be prepared to provide login details for those platforms.
Yes
No
Where do you plan to upload your blogs?
How will you be promoting your blog?
How are you promoting your marketing email campaigns?
Additional notes
Are you looking to:
Buy
Sell
Create a joint venture
Get a valuation
Sale:
# of Employees
# of offices
State(s) you do business in
# of monthly orders
Transaction Types
Underwriters
Title Production Software
Timeline to sell
Willing to finance?
Yes
No
Willing to stay on after the sale?
Yes
No
How long do you plan to continue working?
Do you want to continue managing the business?
Yes
No
Do you have any physical property that you want to be part of the business sale?
Yes
No
Other Comments
Buy:
State(s) of interest
Do you already do business in these states?
Yes
No
Size of company to acquire
Desired order count per month
Employment Agreement Requirements
Timeline for Sale
First Time Merger or Acquisition?
Merger
Acquisition
Are you interested in post acquisition marketing?
Yes
No
Payout Preference
Additional notes
Joint Venture:
Have you ever owned a joint venture?
Yes
No
Are you looking for a real estate brokerage or title company to partner?
Yes
No
State(s)
Timeline to begin
Valuation:
Do you have your financials ready to share?
Yes
No
Timeline for receiving valuation
Do you need help finding a buyer?
Yes
No
Submit
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