Needs Analysis | Digital Land | Digital Transformation

Name *

First

Last

Company

Your Email *

Head Office Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

How long have you been running your business?

What's your business turnover

What situation best reflects your business?

What do you mainly sell? Products or a Service?

My customer segment is:

What are your greatest challenges right now?

How much is a SMALL client worth to you in the first month?

Do you know the average lifetime value of your clients/customers?

My current customer numbers per month are:

My future customer number per month goal is:

I am needing to reach my new customer number per month goal in:

What types of business development activities are you currently engaged in? Select all that apply.

Networking Events/Groups
Facebook Groups
Tradeshows
LinkedIn Outreach
Word of Mouth
None
Other

Specify Other:

Which types of marketing activities do you currently use? Select all that apply.

Google AdWords
Linkedin
Twitter
Facebook Ads
Instagram Ads
Snapchat
WeChat
Email Marketing
Google Analytics
Google Tag Manager
Landing pages
Newspaper/Print
Organic Social
Public Relations (PR)
Radio
SEO
SMS Marketing
Television
Online directories
None...

What CRM Sales or Email marketing automation software do you currently use (if any):

How many customer contact records do you have?

Do you have you software platforms completely integrated into your business?

e.g. website is integrated into the CRM

Do you have a sales process?

If yes, please describe or upload a diagram (can be hand written).

Optionally, attach a file of your sales process. (Supported: JPG, PNG, PDF only)

Where do you see the greatest opportunity to scale your business? Select all that apply.

Get more traffic
Existing clients
More quality leads
Leads to clients
Boost conversions
Qualifying leads
Raising my prices
All of the above
Other

Other opportunities to scale your business

(If not listed in the checkbox options)

When it comes to increasing revenue growth, what's your number 1 priority?

Describe other....

Which of these options best describes your current sales process?

How do you feel about your business as of today?

Gender/s

Male
Female
Other

Age range

Location/s

Their estimated yearly income

Marital Status

1 - Married (and not separated)
2 - Widowed
3 - Separated
4 - Divorced
5 - Single

Interests/Activities

Opinions

Behaviours

Frustrations

Fears

Wants & Desires

I help my clients or customers achieve/do:

So they can:

Without:

Additional comments (tell us anything important you think we should know and or provide questions if you have them)

File Upload 1 (Brand/style guide document)

File Upload 2 (Logo)

File Upload 3 (Other)