Pre Meeting Questionnaire

Name

First Last

Business Name

Phone

Email

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Number of Employees

Years in Business

What is the benefit of your product or service to your market?

What is your current monthly business revenue and what is your target monthly business revenue?

What is the lifetime value (in dollars) of a Client, Patient or Customer to your business?

Describe your perfect target customer (age, income, location, attitude, etc.)

Money spent of advertising marketing last year?

Estimated money spent on advertising marketing this year?

When compared to the competition, why would you be a better choice for your perspective clients?

Who do you consider your biggest competition and why?

Explain your current methods for finding new clients?

What forms of marketing are you currently using?

What forms of marketing have you used in the past?

What has been/is most successful for you in marketing and what has been/is least successful?

Describe your follow up system for past clients?

Do you have customer/client/patient testimonials? In what format do you have them (written, audio, video)? Do you have a system for gathering testimonials?

What are the most significant obstacles and frustrations standing between you and your goals?

If you had an extra $25,000 to spend on your business, what would you use it for?

What is your vision for your business future?

Any other comments or feedback you feel we should know about you and your business?

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Pre Meeting Questionnaire

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