Business Marketing Analysis

Name

First Name Last Name

Address

Street Address

Street Address Line 2

City State / Province

Postal / Zip Code

Email

example@example.com

Phone Number

Area Code Phone Number

Clients Base

How many clients do you currently Have?

How many appointments do you currently have on your datebook?

Would you like to increase this number? If so by how many?

Are you currently happy with your monthly income? (products/services & Commissions)

Yes No

Do you have systems in place for clients? i.e. products sold, products introduced, follow up, etc?

Yes No

Marketing

Where are you currently finding your clients?

What has been the outcome of using these methods?

By using this simple equation: Time + Money Spent divided by new clients= how much marketing money do you spend on monthly basis?

Do you have systems in place for tracking your marketing? i.e. marketing calendar, income producing activities, marketing budget tracking, etc?

Yes No

Finding Your Ideal Client

Who is your ideal client?

What is your favorite type of client? i.e. their struggles, their passion, your passion?

How many times do you reach out to a potential client?

Do you struggle with talking to people about what you do? Have trouble with dialog?

Yes No

Team Bulding (If your run the ship yourself, please skip to last question)

How many team members do you have on your team?

How many of those team members would you consider are "Business Builders" (Part time or full time contributors, preforming the same actions as you are on a weekly basis?)

How are you finding your team members?

What has been the outcome of using these methods?

Do you consider yourself

An Effective Leader - People respect and follow my lead A Good Leader, just haven't found the right people A struggling leader- I need more on the job training

Final Question

What area(s) do you struggle with most in your business? Now is the time to be honest so I can help you at our appointment.