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Needs Assessment
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1
Full Name
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First Name
Last Name
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2
Daytime Phone Number
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3
E-mail
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example@example.com
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4
Company name
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5
Position or Title
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6
Which of the following best describes you?
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I am a solopreneur
I have a business with 1-10 employees
I have a business with more than 10 employees
I am on the leadership team of a business
I am on the leadership team of a publically traded company
Other
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7
Website URL
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8
How did you hear about us?
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9
What high-ticket products do you sell online?
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10
How much does it usually sell for?
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11
Last month's sales? (Ballpark figure is fine)
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12
What is your average profit margin?
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13
Where do most of your customers come from?
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14
Who are your top 3 toughest competitors?
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15
What differentiates your high-ticket product from your competitors? Why do customers choose to buy from you over competitors?
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16
Biggest headache in your business right now?
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17
What's stopping you from selling more?
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18
What's your #1 goal for the next 12 months? (i.e., "grow my sales by 20%, "build a clear marketing strategy for my ecom business", "grow my email list to 3K subscribers")
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19
Why are you looking for help now?
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20
What's the average yearly gross revenue for your eCommerce business?
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Less than $10,000 /year
Between $10,000 - $30,000 /year
Between $30,000 - $50,000 /year
Between $50,000 - $100,000 /year
Between $100,000 - $250,000 /year
Between $250,000 - $500,000 /year
Between $500,000 - $1 Million /year
Between $1 Million - $5 Million /year
Between $5 Million - $10 Million /year
Between $10 Million - $50 Million /year
Over $50 Million per year
Other
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21
What's your budget for getting help? (Be honest, it helps us both)
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Less than 10K
10 - 25K
25 - 50K
50 - 100K
Over 100K
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22
What type of marketing have you been doing?
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23
What worked?
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24
What didn’t work?
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25
Do you have an email list?
YES
NO
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26
If you have an email list, how many subscribers do you have?
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27
What services are you seeking at the moment? (Select all that apply)
Build a new website
Redesign an existing website
Promote my business online
Create a strategy for my online growth
Get ongoing support for my growing business
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28
If we could solve one problem for you, what would it be?
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29
How soon do you want to start making changes?
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30
On a scale of 1-10, how ready are you to invest time and resources in growing your business?
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10
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Please Select
1
2
3
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5
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7
8
9
10
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31
Anything else we should know before we talk?
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