This questionnaire helps us get off to a strong start and determine a practical approach for your business. You don't have to answer EVERY question. Some are marked compulsory, and some are not. You can simply type "N/A" if you have no answer to a compulsory question.
Name
*
Company Name
*
Email Address
*
Industry
*
Number of Employees
*
Please Select
1-5
6-15
16-30
>30
The Market
What is your target market? (Think about the types of individuals and organizations that'll likely buy from you or that already buy from you)
*
Describe in detail your best customers.
*
Describe in detail your worst customers.
*
What demographics and psychographics do you have about your target market? (Typical age, occupation, hobbies, etc)
*
Mention the top 4 - 5 locations you want to target customers from. Please list in order of priority.
*
Do you have a physical location you want customers to come get your product/service? Please provide this location(s).
*
Partnerships
Do you partner with/refer to any other businesses?
Referrals
Do you have referral strategies in place to get more business? If so, please tell us about that.
*
Revenue
Estimated Annual Revenue
*
Please Select
0-$200,000
201-500k
1M-5M
>5M
What is your main service/product? (bread and butter)
*
What is your most profitable service/product?
*
What are your other services/products? You can list in order of profitability
What are your main sources of leads? (Please list in order of what brings the most leads.)
*
What is the average customer lifetime value for your business? If you do not have this, please tell us 1. about how long a customer typically does business with you, 2. how many times per year they purchase from you, and 3. what the average purchase price is.
*
Evaluating Marketing Efforts and Acumen
What are your worst past marketing strategies?
*
What are your best past marketing initiatives?
*
How are you tracking marketing efforts?
Do you have any staff dedicated to marketing?
If no, how much of your own time is dedicated to marketing?
Why would I choose your product/service over a competitor? (What are those things your business/product/service has that you think competitors don’t.)
*
What are some past companies you’ve worked with for marketing?
How did those engagements go?
What are your offline efforts, i.e. billboards, yellow pages, direct mail?
How often do you communicate with past customers?
How do you communicate with them?
What do you typically spend to acquire new business?
Do you have testimonials from previous customers?
Are you using all this current and past customer information in your marketing efforts?
What upsells, cross-sells, downsells do you offer customers? i.e. Can we biggie size it? Do you want fries with that?
Have you worked on branding?
Describe your typical sales process.
How many leads does it typically require to get 1 customer?
What is your deal close rate?
Do you close business on phone, email, or in person?
Business Goals
What business goals are you hoping to achieve this year? Mention specifics and numbers, if possible.
*
What are you struggling with currently, if anything?
If you achieve these objectives, how would it impact your business? You personally?
How would you know if these business goals have been met?
How would your business be impacted if you do not meet these objectives?
Please verify that you are human
*
Submit
Should be Empty: