Work
Services
Automation
About
Sales
Search
Menu
Twitter
Facebook
Marketing Questionnaire
Contact Information
Name
*
First
Last
Email
*
Phone
*
General Business Questions
Who EXACTLY is your target market?
If you have multiple target markets, please list all.
Do you sell more than one product or service?
Explain each product or service in detail. Include benefits for each product as you would promote to prospective buyers.
Which of your services or products produce the most profits?
What is the average transaction value (the average sales price) each customer purchases?
Do you know the lifetime value of your customer? If so, what is it?
What percentage of your sales is produced by your Existing Customer Base vs. New Customers?
What percentage of your revenue is spent on marketing?
Please enter a number from
0
to
100
.
What was that in the past 12 months?
How many new leads do you generate with your marketing each month?
List all forms of marketing you currently do and describe in detail.
Please list budget and description for each type of marketing service employed currently.
Website
Do you have a website?
Yes
No
List all website URLs you currently have for your products and services.
Does your website offer a fill-in form for a free trial, free sample, free report or other reason for the person to give you their contact information if they are not yet ready to buy?
Do you sell your product or service through your website?
Yes
No
If yes, what percentage of sales is made through your website?
Please enter a number from
0
to
100
.
Lead Follow Up & Sales
Do you capture the name, address, and/or phone number of prospects on a regular basis?
Yes
No
How do you capture them?
Do you have a set way to follow up with your leads?
Please explain in detail.
Explain the normal sales process when selling your product to a new client
Please explain separately for each product if process differs depending on product.
Once someone purchases your product, do you try to sell them other products or get them to reorder? Please explain exactly what you do for upsells (add on to current order)/reorders:
Please explain separately for each product if process differs depending on product.
Please explain exactly what sales and marketing follow up a lead receives who does not purchase from you but only gives you contact information?
Do you contact a First Time Buyer within 30 days of their purchase to check if your customer is satisfied or would like to buy additional products or services?
Do you have weekly or monthly sales and lead targets? If so, please list all targets and what numbers you are doing on average:
Email Marketing
Do you use an email marketing service?
Yes
No
What service do you use?
How many email addresses do you currently have?
How often do you email them and what type of emails do you send them?
Do you segment your list and send different offers or do you send everyone the same emails?
Social Networks
Do you have profiles on social networking sites? If so, please list all and include a link to your profile for each:
Existing Clients
Do you get Testimonials from your clients? If yes, do you have a system for getting Testimonials from your clients?
How often do you contact your existing customer base?
Do you have a monthly or yearly program that your clients pay for? (Example: Yearly or monthly service program, membership fees, etc.)
Yes
No
Do you know the opt-out rate or cancellation rate?
Competition
Please answer this question, “Why should I use your service or product instead of a competitor’s?” as you would answer to a prospective customer.
Who are your main competitors?
Are you on their email and mailing lists?
Yes
No
How do you differ from your competition?
Other Information
What ideas have you had as to why we are meeting to discuss marketing efforts?
Do you have anything specific you have identified you want to discuss?
CAPTCHA
Scroll to top
