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TELL US ABOUT
Do you have a logo & visual brand you’re proud of?
It’s good, but it could be better
No - it needs to change
I’m not sure
What are your firm’s core values?
How important do you feel the branding element is, to your marketing?
How well does your current website reflect who you are as a firm? Showcase your values and how you’re (actually) different?
Absolutely nails it
It covers some, but could be a lot better
It doesn’t really
It’s a disaster
What is your existing website address? (i.e. www.wearepf.com)
What would you change about your current website?
Do you have a dedicated person for marketing?
Yes, someone other than me
We all share the marketing work
No one dedicated person
Do you know who your ideal client is?
Yes, and I know what they are
I have some ideas
I’d like but am not sure where to focus
I don’t know
What marketing have you tried that works?
What marketing are you doing on a regular basis (ie every month)?
Creating & sharing original content
Ads (ie social ads, PPC, etc)
Do you track your analytics & results?
Yes, now and then
Not sure what analytics to track
How much of your own time are you willing to invest in marketing?
It’ll do whatever it takes
I’m committed, but I know I’m also busy
Not too much - want to outsource it
None - do it all for me!
How satisfied are you with the NUMBER of leads that you get?
Very satisfied (we get loads!)
Satisfied (we get them from time to time)
Very unsatisfied (we want more)
How satisfied are you with the QUALITY of leads you get?
Very satisfied (they're the kind we want)
Not very satisfied
Completely disappointed - not the right type at all
How do you manage follow up of leads and opportunities?
No structured system
I do follow up when I have time
We have a CRM system but don't use it
We do follow up regularly
Structured, organised CRM system
How good is your conversion rate? (Percentage of proposals which are signed)
What do you want to make sure we cover in your call?
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