Tell Us About Your Current Business & Future Goals
This questionnaire can be copied and pasted into MS Word for you to fill out and email or fax back to me.
We are honored that you are interested in working with Dr. Noreen Picken and Smart Marketing Solutions.
Please complete the following Questionnaire and fax it to 1-512-734-5065 or return it as an attachment to NoreenPicken@gmail.com.
We often connect with our clients and prospects to find out their needs and interests and then adjust the content of our newsletters, webinars and other Members resources to meet those needs. As businesses develop, their needs expand and change. The more we know about you, the better we can assist you!
This confidential Questionnaire has been designed to give Dr. Noreen Picken and Smart Marketing Solutions an understanding of you, your business or businesses, your present marketing strategies, your problems, your opportunities and your interests, which we’ll consider in choosing subjects to cover in our interview with you and subject matter to help you in our newsletters and website content.
As a side note, Just the process of THINKING about your business to complete this Questionnaire will prove valuable to you itself.
Name ________________________________________________________________________
Company _____________________________________________________________________
Address ______________________________________________________________________
City ____________________________________________ ST ______ Postal Code _________
Phone _______________________________ Fax _____________________________________
Email ________________________________________________________________________
GENERAL BUSINESS DESCRIPTION
- Describe the nature of your business – what you sell, how you sell it, who your customers are, are you planning on adding other products or services – if so what, etc.
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- Years in Business ______________
- Marketing methods/media used in the past 2 years (check all that apply):
¨Ο Advertising, newspaper
¨ Ο Advertising, business specific trade journals
¨ Ο Advertising, magazines
¨ Ο Websites
¨ Ο Emails campaign programs
¨ Ο TV
¨ Ο Direct mail
¨ Ο Yellow pages
¨ Ο Exhibits are events
¨ Ο Other – Please specify -____________________________________________________________
- Have your methods of getting new customers/ or selling to existing customers changed in the past 2 years? If so, how? _____________________________________________________________
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- What marketing programs do you have for current clients or to achieve additional sales of products or services to current and former clients? ______________________________________
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- What is your current follow up marketing program to those potential clients who have shown an interest in your products or services but have not purchased yet? ___________________________
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- What is your “vision” of your business’ future, as it is likely to be and as you would most desire it to be? _________________________________________________________________________
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- To help me better understand what your business vision is – Please finish this statement indicating what is holding you back from achieving your business goals. “If I could just _______________
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- What is your Marketing Experience? Have you had any instruction on how to market your business and how to get new clients and how to get current clients to purchase multiple products and/or services from you? If so, what is/are the marketing programs you utilize? _____________________________________________________________________________________________________________________________________________________________
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OPPORTUNITY ANALYSIS
- Describe your most significant competition, their strengths, and weaknesses.
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- List ALL the strengths you, your company, your products and services bring to the table.
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- What are the most significant obstacles and frustrations standing between you and your goals?
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Statistics:
- Number of employees _________
- Size of facility (ies): ______________________
- Annual Sales: Last Year $ ____________
- Estimated Annual Sales for this Next Year: $_______________________
- $ (dollars) Spend on advertizing/marketing: Last year: $ ______________
Est. This Year $________
- Hours YOU work on the business, average/week ___________________________
- Potential for growth for your business next year – what the market will realistically support and you are capable of managing ( next 12 months): ¨ 10% ¨25% ¨50% 100% ¨200% ¨ 300%
MARKETING
- As best you can, describe your Unique Selling Proposition (USP) – or to help you understand what I am looking for – (What is unique about your business that sets you apart and above anyone else selling a similar product or providing a similar service? Why should a potential client choose you over another business?) Don’t be overwhelmed with this question – EVERY business has unique qualities that we can expound upon to make you stand out from the crowd. I just need to know what YOU think your unique qualities are.) If you need extra space for this, just include an additional sheet with the answer.
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- What projects/ methods/changes are you working on NOW to improve your marketing?
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- Who is primarily responsible for marketing your business? ___________________________
- How much of YOUR time do you devote purely to marketing, hours/week? _____________
- What has been/is the most successful marketing you have done?
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- What has been the least successful? __________________________________________________
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- What has been your all-time biggest marketing failure, and what have you learned from it?
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- If you had a huge “gift” to your business of $100,000 that had to be used for marketing purposes, how would you use it? Be as specific as possible. _________________________________________
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- Do you have a written marketing plan? ¨ Yes ¨ No ¨ Attached
- Describe your “typical” customer/client: ______________________________________________
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- What are the 5 biggest trends, changes, events affecting and shaping your customers’ existence and yours in the industry? _________________________________________________________
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- Have you accumulated testimonials from you customers/clients? ¨ Yes ¨ No Approximately how many? __________ Do you have a system for getting testimonials ¨ Yes ¨ No
- If you could ask Dr. Noreen Picken any 3 marketing questions, what would those questions be?
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I realize this is a fairly long and thought provoking questionnaire – but if you are serious about increasing your business and further establishing your career in your industry, I need to know where you are and where you want to go in order to help you get there. This information is critical to your success.
IF you get the Right Marketing and point it to your best potential customers, your business has the potential of creating many hundreds of thousands, if not millions of dollars. The next step is to fill out and return this questionnaire to me.
The Right Marketing is a next step to get your business to the vision you have for it.
To get you from where you are to where you want to be, takes planning and Smart Marketing.
Dedicated to your success,
Dr. Noreen Picken, BA,BS,DC
Contact information – Email – DrNoreenPicken@gmail.com, office phone – 1-512-734-5065.