YOUR INFORMATION

Today's date

Your Name

Your Email

Website

SOCIAL MEDIA URL’s:

Facebook:
Twitter:
Linkedin:
Other:

1. Is your business registered as a sole proprietor, partnership or corporation?
sole proprietorpartnershipLLCcorporation

2. Do you have a particular philosophy for your business? If so, what is it – or – What is your ultimate vision for your business?

YOUR GOALS

3. What is your primary goal for Allison Bliss Consulting at this time? What do you wish to discuss, learn, understand, achieve?

4. Let's discuss your short and long term goals. What is your 6 month goal?

4a. What is your 1 year goal?

4b. What is your 5 year goal?

YOUR CURRENT PRODUCTS/MARKETING

5. What are your current marketing strategies to reach these goals? What part of that would you like Allison Bliss Consulting to help you with?

6. Please describe your product(s)or service(s) in detail.

7. How long have you been in business with these products or services?

8. What territories do you sell to? (what cities, states, countries)

9. Please describe the general breakdown of your existing customer base? (i.e.; What types of industries and what type of person do you sell to. For example, “sell to presidents of computer companies”, or “used to sell at consumer level, now just business to business sales, etc.)

10. What is your current total customer/client base? (i.e.; How many clients and in which markets or industries do you reach?)

10a. Of these clients, what do you most enjoy?

11. Which market is most profitable?

11a. Which territory is most profitable?

11b. Which service/product is most profitable?

12. What makes your business/products/services different from others in your field (your competition), even if you don't "believe" you have competition?

12a. Please list your main competitors, even if they don’t do exactly what you do, but something similar.

13. Let's make sure you can track marketing results. Do you track these clients/customers and sales/marketing on a database?
yesno

13a. If you track clients/sales on a database, what program do you use? (If you don't, answer "none")

13b. Are your sales and marketing efforts tracked this way, as well? If not, how do you track them?(If you don't, answer "none")

14. What is your average sale price per each product or service? (Yes, I know every sale is different, so just take the last 15 jobs and average them). This will help us determine where to focus your marketing to reach your goals.

CURRENT MARKETING TACTICS

15. What primary marketing tactics or tools have you used so far ? (mark all that apply)
website or ecommerceSEO (Search Engine Optimization)blogsocial mediadirect mailenewspublicitytrade showsadvertisingnetworkingpublic speakingother promotionsevents/conferences

15a. What are the results of each marketing tactic? Please be very specific (i.e. ecommerce added to website in 2008, increased sales by 20 percent, etc. ) & add page links to show examples, where possible.

NOTE: This planning session does not include full site analysis or complete materials review so send me your main pages just to get me up to speed.

16. Do you have copies of any advertising you’ve run or articles or other publicity for your company? If so, please list here and bring to our first meeting.

PLANNED CHANGES

17. What major shifts or changes have you made to your marketing since inception of your business? (i.e. opened up new territory last year, intro new services to new markets, etc.)

18. What major changes are you planning over the next year? (i.e., new location, additional inventory, staff growth/reduction, etc.?)

19. What are your expansion plans for distribution or sales and what are goals for each area?

20. Do you have recent market research from any existing territories or new areas of planned expansion? If so, please summarize basic results (we’ll discuss this in our meeting, as well)

21. How have you developed the regions or marketing channels you’re in to date? Please note what is working and what is not.

21a. What is your staff size for sales and/or marketing. NOTE: This answer helps us create a plan that realistically works for your resources.

22. What do you envision will be needed in your marketing for any upcoming changes? (Of course I’ll advise you on this, but I want to know your ideas, too, because unlike many marketing people, I actually trust my clients’ instincts about their business)!

YOUR MARKET PERCEPTION

23. How do you think your clients in each of your markets perceive your business?

24. Please list any professional organizations to which you belong:

25. Please list the marketing communications materials you use now to promote your business? (i.e.; brochures, websites, collaterals, newsletters or magazines, presentation materials, portfolios, letterhead, etc.). NOTE: Please bring a sample or two to our first meeting.

PERSONAL GOALS

26. What are your personal goals in life and how does your business fit into that (if a partnership, each partner should answer this)?

27. How much time each day do you want to spend with your business? Please answer even if you think it’s irrelevant. It’s not! It has bearing on our planning, staffing, timing and directs the purpose of marketing, to some degree.

28. How much time each day are you actually spending with your business? Please answer even if you think it’s irrelevant. It’s not!

29. What are the strong values or beliefs you try to bring to your work?

29a. Or which organizations do you support? What are your philanthropic efforts, if any? [Please answer even if you think it’s irrelevant.

30. If you had all the money in the world, what would you be doing with your time?

31. Is there anything else you want us to know to best understand your company, your wishes, goals or to handle for you?

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