Foundations workshop diagnostic for accountants

Your Goals
What does "profitable" look like for your firm? (ie what are the numbers you want to achieve)
Do you plan to hire more team members by the end of the year?
- Yes
- No
Are you happy with all the systems and software you have in place? (accounts, practice management, CRM, etc)
- A definite yes!
- Need to revisit some of them
- No, not at all
What are your top 3 personal goals?
How many clients do you want to have by the end of the year?

Your Audience
Who is your target audience? Be as specific as possible about the type of people / businesses you want to work with
Do you have any potential niche areas? If so, what are they?
What is the biggest problem many of your clients have?
What other issues do your clients have which come up time and time again?

Your Website
How many enquiries do you get per month?
Do you feel like you know where these enquiries come from?
- Yes
- No
What do you like about your website?
What do you not like about your website?
What platform is your website built on? (WordPress, Rocketspark, Squarespace, Something else, Custom build)
What websites do you like (of any kind of company)?
Are you happy with the website URL you are using (ie wearepf.com), or do you want to change it?
- Yes, I'm happy with it
- No, I'd like to change it

Your Content
Do you have a blog on your current site?
How often do you write new blog posts?
How involved is your team in creating content for the firm (blog posts, social posts, video, etc)
How good is your SEO (search engine optimisation), or do you know?
Do you have a 'bank' of high quality or personalised photographs you can use in your own marketing? (Images which belong to you or have been licensed for your use)
- Yes we have!
- No, but we'd love to
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