Marketing questionnaire

First name: Last name:
Telephone: E-Mail:
Firm name: Cell phone:
Address: City, State, Zip:
Practice description:
Describe your clients:
What are the titles of the people who hire you?:
Describe where your targets are located:
Describe your referral sources:
Organizations in which you are involved:
Other interests (i.e., hobbies, sports, etc.):
Areas you would like to improve (check all that apply):
Writing a business development planExpanding existing clientsDifferentiationTargetingIdentifying new marketsBrandingMeeting new prospectsSocial mediaPublic speakingWebinarsSeminarsFinding organizationsWorking a roomCommunicating the value you offerMaking introductory offersPitchingClosingQuoting feesFollow-upContact managementRelationship maintenance offersCross-sellingPublishingBloggingClient alerts/updatesLeadershipInnovationCharismaDelegationProductivity
Other: Other:
Obstacles you would like to overcome (check all that apply):
Too busyFear of appearing needyFear of harming relationshipsShynessNo interest in biz devToo young/too oldDoing business with friends
Other: Other:

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