Name:

Company:

Address:

City, Province, Postal Code:

Telephone:

Fax:

Email:

Website:

Type of Business:

1. List your major products/
services and prices/fees
(or fee range) for each.

2. What types of customers
do you now have?

3. Who do you want...
more of? less of?

4. How do you get business
now? (Check all that apply.)

Other:

5. Imagine you had an "automatic system" that would get customers to call/visit/write you.

a) Who would those
people be?
(describe them)

b) How would they contact
you to let you close the sale
the fastest and easiest way
possible for you?
(check all preferred ways)

Other:

6. Would you like more customers/clients per
month paying the same amount most of your
customers/clients pay now?

7. Would you like the same number of customers/
clients per month paying a higher amount than
your typical customer/client pays now?

8. Would you like the same level of business
(same average payment size, same number of
customers/clients) you have now, but more profit
per customer/client?

9. Would you like more of a certain kind of
customer/client but not all types of
customers/clients?

10. Please rank, in order, the sales and marketing activities that take the most time and/or cost the most money each month. Start with the largest-investment sales and/or marketing activity.

11. Which activities are the most effective now in terms of return on investment?

12. How do you know?

13. Which activities are the least effective now in terms of return on investment?

14. How do you know?

15. On a scale of 1 to 10 (1= not ready, 10 = ready
right now), how ready are you to invest in a
customer-generating marketing system that will
lower your marketing costs and increase the growth
of your business?