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TELL US ABOUT
YOU
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Your Firm
Name
*
First name
Last name
Email
*
Firm Name
*
Brand
Do you have a logo & visual brand you’re proud of?
*
Absolutely. 100%
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?
*
Website
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?
Marketing Plan
Do you have a dedicated person for marketing?
*
Yes, me!
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
No
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
Social media
Video
Events
Email campaigns
Ads (ie social ads, PPC, etc)
Something else
Do you track your analytics & results?
*
Yes, weekly
Yes, now and then
Not really
Nope
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!
Lead Generation
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)
Somewhat satisfied
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)
*
90-100%
70-90%
50-70%
30-50%
0-30%
What do you want to make sure we cover in your call?
*
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Marketing Map
Philosophy
Meet Us
Careers
Coaching
Accelerator
PF Lab
Pricing
Our Services
Foundations
Branding
Websites
Monthly Marketing
Client Stories
Blog
Free resources
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