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Marketing ROI Analysis Form

Marketing ROI Analysis Form

SMB Team has a vision of doubling every client's ROI in 2024. To do this, we need to analyze where ALL of your signed cases are coming from. This form will allow you to upload your past 14 months of total signed cases. Our team will be taking this data and doing a deep dive of where your cases are coming from. This will allow us to dial in your marketing strategies in a way we've never done before, based on what's bringing in revenue. Your assistance in supplying this data is essential as we integrate it into our ongoing marketing processes. 
11Questions
  • 1
    Please take a moment to watch Bill's video linked below, as it provides insight into the rationale behind our ROI Analysis Form.
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  • 2
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  • 3
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  • 4
    Please Select
    • Please Select
    • Brett Gayhardt
    • Conner McCloud
    • Devynn Montoya
    • George Murphy
    • Kara Kelley
    • Kevin Thomson
    • Leif Berg
    • Mo Herzig
    • Ronny Little
    • Scott Wilson
    • Sean Hawkins
    • Taylor Martin
    • Taylor Melchior
    • Tommy James
    • I don't remember, please forward this to my account manager
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  • 5
    Upon your selection of one of the options below, we'll provide you with the details of the information required concerning your signed case data.
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  • 6
    NOTE: Please ensure that the Google Sheets access is set to "anyone with the link can edit". Please include their Full Name, Email (s), and Phone Number(s).
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  • 7
    Please include their Full Name, Email (s), and Phone Number(s).
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  • 8
    Please include their Full Name, Email (s), and Phone Number(s).
    Drag and drop files here
    Select files to upload
    Max. file size: 10.6MB
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  • 9
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  • 10
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  • 11
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