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: