Please answer ALL questions below in as much detail as you can provide.
Tell us more about your pain points and where you feel like your business is having trouble.
Please list any competitors that you know of so we can see how you position.
What are you currently doing to capture new leads?
What are you currently doing to nurture existing leads, & then continue to communicate with clients and prospective clients?
Do you have a CRM system in place for contact management and marketing? If yes, what system(s) do you currently use?
What are some of your business goals for the coming year?
How long has this business existed?
What are some of the things you feel the business excels in?
Tell us a bit about what makes your product/service different than your competitors?
Please tell us about any current systems you use that are crucial to your daily process.