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1. List your major products/services and prices/fees (or fee range) for each
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2. Who is your target audience?
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3. How do you get business now? (Check all that apply.) |
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 Cold Calls
Referrals/Networking
Repeat Business from Old Clients
Yellow Pages
Direct Mail Letters
Advertising Where?
Seminars That Your Customers Attend
Your Sales Force Provides Leads/Customers
Trade Shows
Other
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Business Growth Scenarios |
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| 4. What is the largest amount of product/sales you’ve ever sold in one month?
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| 5. Realistically, what percentage increase in sales or number of new sales leads would make you happy?
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Current Marketing and Sales Activity |
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6. 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.
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7. Which activities are the most effective now in terms of return on investment?
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8. How do you know?
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9. Which activities are the least effective now in terms of return on investment?
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10. How do you know?
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11. 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?
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