Marketing diagnostic form for accountants

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Your Firm

Name*

First name Last name

Email*

Firm Name*

Do you have a logo & visual brand you’re proud of?*

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?

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?*

Do you know who your ideal client is?*

What marketing have you tried that works?*

What marketing are you doing on a regular basis (ie every month)?*

Do you track your analytics & results?*

How much of your own time are you willing to invest in marketing?*

How satisfied are you with the NUMBER of leads that you get?*

How satisfied are you with the QUALITY of leads you get?*

How do you manage follow up of leads and opportunities?*

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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Phone

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