Date:

JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember
20112012201320142015201620172018201920202021

Business Name

Business email *

Business Website URL

I. Marketing Strategy

1.Do you have a formal marketing plan?:  Yes No

How would you rate it? (10 being best): ---12345678910

Describe your marketing plan:

2.What process did you use to select your target market?:

Describe your process:

3.What are your client's most pressing concerns?:

Please describe your customer's concerns:

II. New Client Acquisition

1.How do new customers find out about your company?:

Please describe what methods you currently use:

2.What is your biggest challenge in getting new clients?:

Describe why you think clients do not buy from you:

3.If you could improve 1 thing about your new client marketing what would it be?:

Please provide as much detail as possible. (more than 1 item is acceptable):

4. How much time do you spend on new customer acquisition?:

Describe the amount of time you spend and if there are better uses for your time:

III. Acquisition systems in place and understanding the competition:

1.What is most difficult about converting prospects to clients?:

Describe any resistance you see and how you presently overcome this resistance:

2.Who are your major competitors?:

Provide names of your strongest competitors. (local and/or national companies):

3.What are their strengths & weaknesses?:

By name, describe what makes them competitors:

IV. Client Retention systems currently in place:

1.What systems do you have in place to stay in contact with clients?:

Describe any client retention systems your business uses:

2. How critical is retaining clients?:

Describe what percentage of your business is repeat business:

3.Do you survey client’s satisfaction?:

How frequently do you survey your clients:

Testing & measuring how well your current systems work

1.How do you measure the success of your marketing efforts?:

Describe the methods you use for measurement:

2.Who is in charge of your marketing data evaluation?:

Describe the methods used:

3.How often do you evaluate your marketing data? (Daily, weekly, monthly, never):

Describe your processes: