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Do you know all the different revenue generating activities your business has?

     
 
Do you track and generate reports monitoring the performance of each?

     
 
Do you know all of the marketing assets (tangible and intangible) that your business has available to it?

     
 
When was the last time you asked a prospect why they didn’t hire/buy from you?


 
Do you know the top five reasons why they don’t buy from you?

     
 
When was the last time you secret shopped your company?


 
How do you generate leads currently?


 
Do you have processes in place to proactively stimulate word of mouth referrals?

     
 
What is your win rate on RFP/RFQ that you pursue?


 
How have Google’s last 3 major updates affected your traffic?

Panda, Penguin, and Hummingbird

 
How do leads hire/buy from you?


 
Who updates your website?


 
What tools do you currently use?


 
Do you have testimonials/success stories that can be used publicly?

     
 
Do you have a reliable system for collecting testimonials going forward?

     
 
What is your revenue trend over the past 12 months?


 
What is your cash flow like?


 
What is your cash flow like?


 
How much do you want to grow in the next 12 months?


 
What is your current monthly revenue?


 
Who manages marketing?


 
Who manages marketing?


 
The following are related to your leadership and management...

 
How would you rate your ability to see the forest from the trees and make strategic decisions?


 
What is the biggest untapped opportunity for growth your business has right now?

 
What is your biggest fear that your business might be missing out on right now?

 
What authority do you have to make decisions?


 
What is your relationship with your parnters?


 
Which of the following do you spend more of your time on?


 
How effective are your staff?


 
When was the last time you replaced someone?


 
When was the last time you trained your staff?


 
What book(s) made the biggest impact for you in the past year?

 
Before we wrap up, is there anything we missed or that you would like to add?

Add as much detail as you'd like.
 
Where can we find your website?

 
Finally, what name can we call you? *

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