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:

    Submit this form to (choose one person):

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