Marketing Plan Questionnaire Marketing Plan Questionnaire Step 1 of 5 20% The BasicsCompany Name*Who will be our main contact person for this project?*How do they prefer that we contact them?*Phone CallEmailWhat is the best phone number to reach them by?*What is the best email to reach them by?* Are your for-profit or not-for-profit?*For ProfitNot-for-Profit/Non-ProfitWhat's the one thing that you know you need to increase to increase revenue? (For example: foot traffic, phone calls, sales meetings, estimates, etc.)*How would you define your industry? Is there anything that we need to know about your industry specifically?What's your main source(s) of revenue? Be specific.*What will your customers be searching for on Google or online when they need your products or services? In other words, what keywords do you want to rank for online?*Top 3 competitors and any information you want us to know about them.* Your MessagingDoes your business have a tagline?*YesNopeWhat is your tagline?Does your business have a mission statement?*YesNopeWhat is your mission statement?What is your Unique Selling Point? (If I am your ideal customer, why should I buy from you rather than a competitor. Be detailed, an answer like "Quality" isn't enough.)*Do you feel your company's messaging online properly represents your brand?Yes, I'm happy with it.Nah, not at all.Kinda... (or I'm indifferent) Your PeopleDescribe your Ideal Client. (Again, we are challenging you to be detailed. "Everyone could be my customer" isn't a good answer. Think about how old they are, what they do for a living, what services or products you provide for them, how they find you, etc.) Just answer the best you can now, we'll talk through this more in our meeting.*Do you currently use a CRM to track leads, etc. after you've made initial contact?YesNoWhat CRM are you using?How do you feel the CRM is in helping your team close leads? Is it effective? Is there buy-in from your team?What demographics of people do you serve?What type of people get involved in your organization? Please define the terminology your organization uses below as well. (For example: volunteer, donors, partners, etc.) SnapshotWhen it comes to sales & marketing, what are your 3 biggest strengths and your 3 biggest weaknesses?When it comes to customer service, share your 3 biggest strengths and your 3 biggest weaknesses.Please share everything that you are currently spending on for your sales, marketing and customer service efforts at this point.Other information you'd like to share with us before your Project Kickoff meeting?CAPTCHA
