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Name

Company

Address

City, State, Zip

Telephone

Fax

Email

Website

Type of Business

1. List your major products/services and prices/fees (or fee range) for each.

2. What types of customers do you now have?

3. Who do you want...
more of? less of?

4. How do you get business now? (Check all that apply.)

Cold Calls 
Referrals/Networking 
Repeat Business from Old Clients 
Yellow Pages 
Direct Mail Letters 
Advertising 
    Where?
Seminars That Your Customers Attend 
Your Sales Force Provides Leads/Customers 
Trade Shows 
Other 

5. Imagine you had an "automatic system" that would get customers to call/visit/write you.

a) Who would those people be? (describe them)

b) How would they contact you to let you close the sale the fastest and easiest way possible for you? (check all preferred ways)

phone  visit  fax 

email  other 

Business Growth Scenarios - choose one or more of these four:

6. Would you like more customers/clients per month paying the same amount most of your customers/clients pay now?

Yes  No 

7. Would you like the same number of customers/clients per month paying a higher amount than your typical customer/client pays now?

Yes  No 

8. Would you like the same level of business (same average payment size, same number of customers/clients) you have now, but more profit per customer/client?

Yes  No 

9. Would you like more of a certain kind of customer/client (but not all types of customers/clients)?

Yes  No 

Current Marketing and Sales Activity

10. Please rank, in order, the sales and marketing activities that take the most time and/or cost the most money each month. Start with the largest-investment sales and/or marketing activity.

11. Which activities are the most effective now in terms of return on investment? And how do you know?

12. Which activities are the least effective now in terms of return on investment? And how do you know?

13. What testing and tracking methods are you using to measure results?

14. Do you have a fixed deadline? If yes, enter your deadline in MM/DD/YY. If not, when would you be ready to start your project?

Deadline? Yes  No 

15. What is your budget?

Please Choose One…
————————————-
$500 consultation
$1,000-2,000
$3,000-5,000
$6,000-10,000
$11,000-15,000
$16,000-20,000
$21,000-25,000
Whatever it takes