CONTACT
Business Name:
Business Contact:
OVERALL BUSINESS
What is driving most sales, producing most success?:
What has been the biggest challenge?:
How is this challenge impacting your business?:
What products or categories generate the most business?:
What products or categories are the most profitable?:
Who are your top 2-3 competitors in your trading area?:
What would you say are your competitive advantages or unique selling propositions that would motivate someone to buy from you vs. a competitor (USP)?:
What are your goals for this year/ What is the plan for growth/ by %, what is the size of the prize?:
What do you do on the sales and marketing front to support this growth?:
What have you put in place to make this initiative successful? How will you measure success?:
MARKETING & TARGET MARKET
Tell me more about how you market your business and how you currently find clients?:
What marketing activities have you found work best for you?:
What is the best performing / most profitable channel?:
How big is your trading area?:
What does your target customer profile look like (Demographics)?:
Tell me more about your clients: how they research, evaluate and buy?:
DIGITAL MARKETING
What role does digital marketing play in your overall marketing strategy?:
How much of your current business comes from online?:
What are you doing or have you done in terms of digital marketing to find customers?:
To what extent do you think your target market is using the internet to research the kinds of products/services you sell?:
What results are you getting from your site and online campaigns?:
What are the biggest challenges online?:
What perception do people have about your business online? Is there enough relevant information about your business?:
How do you track and measure results?:
ECONOMICS & DECISION MAKING PROCESS
What is the value of your average sale/project?:
What is the lifetime value of a customer (CLV)?:
What is your typical gross margin?:
How important is repeat business to your sales success?:
How much opportunity do you have to upsell and/or cross-sell?:
Prioritize issues you would like to focus on this year, in the next 6 months?:
How do you go about making decisions for projects of this type and size, what is the process you follow, who gets involved, how long does it take?:
Have you given some thought to how much you will need to invest to reach that level of sales next year?:
