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):

    You will automatically be sent a copy.