New Client Questionnaire

Business Name

Contact Name

First Last

Contact Phone Number

Contact Email

Business Phone Number

Business Email

Business Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Business Website

Business Facebook Page

Business Twitter Profile

Business Google+ Page

Business LinkedIn Company Page

Business YouTube Channel

Years in Business

What is the benefit of your product or service to your target market?

What is your current monthly business revenue and what is your target monthly business revenue?

What is the lifetime value (in dollars) of a Client, Patient or Customer to your business?

How are your sales and profits this year compared to your previous years?

Describe your perfect target customer (age, income, location, attitude, etc.)

Money spent of advertising marketing last year?

Estimated money spent on advertising marketing this year?

Why should your target market choose to do business with you instead of going to your competitors or choosing to do nothing at all?

Who do you consider your biggest competition and why?

Please list any companies, agencies, publications, trade journals that your business considers a resource or trusted authority within your business vertical (NOT competitors)

example: Heating & Air Conditioning company -- SRP, APS, Trane, Bryant, Green Energy News, hvacwebconnection.com, etc.

Explain your current methods for finding new clients?

What forms of marketing are you currently using?

What forms of marketing have you used in the past?

What has been/is most successful for you in marketing and what has been/is least successful?

What action or response do you want from clients and prospects that visit your website?

Do you currently track how many people visit your website and where they are coming from?

Who is currently responsible for the management of your existing website and online marketing activities?

Describe your follow up system for past and current clients?

Do you have customer/client/patient testimonials? In what format do you have them (written, audio, video)? Do you have a system for gathering testimonials?

What are the most significant obstacles and frustrations standing between you and your goals?

If you had an extra $25,000 to spend on your business, what would you use it for?

What is your vision for your business future?

Any other comments or feedback the Cogent Marketing team should know about you and your business?

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New Client Questionnaire

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