Please fill this out as completely as possible! This is the stuff we need to know to determine how we will be able to help your business.

First Name *

Last Name *

Organization *

Email *

Website *

Address *

Phone *

Year Established

Describe your business *

Annual Revenue *

Average Transaction Value *

Number of Leads Per Month *

% of leads converted *

Are you a Business to Business (B2B) or Business to Consumer (B2C) company? *

Business to Business

Business to Customer

Both

How much of an investment in marketing do you think it will take over the next 12 months to take your business to the next level? (this total includes advertising, PR, consulting, direct mail, etc)

Annual Marketing Investment *

Under $5,000 (the self-study version may be the best option for you)

Under $10,000 (If you are a very small service business, this may be bare minimum)

Under $20,000 (If you are a small service business, this may be an effective amount. If you are a product/retail business, this is bare minimum)

Between $21,000- $49,000 (Good, you know marketing is important but this is almost bare minimum)

Between $50,000 - $75,000 (Great, this gives us an idea on how important marketing is to you)

Over $75,000 (Great, you are serious. We will prepare a custom response based on your significant interest)

Strategy Before Tactics

Strategy and tactics must go hand in hand in order for a business to achieve a measure of true momentum, but an effective strategy must be in place before any set of tactics make sense.

“All men can see these tactics whereby I conquer, but what none can see is the strategy out of which victory is evolved." - Sun Tzu and The Art of War

Ideal Customer *

Core point of differentiation *

List at least 3 competitors and their strengths (include URLs and we will provide you with a competitive web analysis)

Top Competitors *

Competitor 1
Competitor 2
Competitor 3

Educational Content Builds Trust

People today have come to expect to find information about any product, service, company, individual, cause or challenge they face by simply turning to the search engine of their choice.

So, if they’re not finding content that you’ve produced that provides them that information, even if someone referred them directly to you, there’s a pretty good chance you won’t be worthy of their trust.

Check all that apply - We use the following in our educational marketing and promotion . . .

Check all that apply - We use the following to help build trust . . .

Web Presence

The web just keeps gaining significance in the world of small business and it’s no longer enough to think about your web site as your web strategy.

Marketing today means building a great deal of your thinking around a total web presence

Check all that apply - Our web presence includes . . .

Lead Generation and Sales

Generally speaking there is no one magic way to generate a tons of leads. Granted, for some businesses there are more effective ways, but on the whole long-term effective lead generation comes down to a combination of advertising, public relations and a systematic approach to referrals – the lead generation trio as we like to call them.

Check all of the tactics you currently use to generate leads.

Lead conversion process

Keeping Score

Building business momentum usually comes down to understanding these four variables and going to work on improving them: 1) % of leads converted 2) Average $ amount per customer/transaction 3) Average number of transactions with each customer 4) Cost to generate a customer

Check all that apply - We track . . .

Do you have and use a marketing plan?

Marketing Plan

Yes

Kind of

Do you have and use a marketing calendar?

Marketing Calendar

Yes

Kind of

Marketing Challenge

I foresee making changes to our marketing in the next year because (check those that apply)

Marketing Priorities

We want to increase sales

We want to take a systematic approach to marketing

We want to introduce a new product or service to the market

We want to enter a new market

None of the above

How did you hear about us? *

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