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Hi there!
Please take a moment to answer a few questions about your firm. This will help us come up with a timeline, a strategy, and a budget to help you grow your business.
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What's your first name?
And your last name?
And your company's name is:
Do you have a niche or specialty? Is there something that differs you from your competitors?
Is there a value in choosing you over a competitor? You may not have an answer, but we'll want to figure this out if we proceed with a campaign.
Where are the majority of your leads coming from?
Referrals? Word of mouth? Cold calling?
Have you tried any of the below marketing tactics before?
Paid Google Ads (Google Adwords)
Paid Facebook Ads
Paid Linkedin Ads
Regular (non-paid) Social Media Posts
Print Advertsing
Cold Calling
Cold Emailing
Other
Were you happy with the results of these efforts? Why/Why not?
If you know a rough conversion rate or ROI of your previous marketing efforts, please include it here.
Have you produced any original content that might be worth sharing?
By content, we're talking about blogs, newsletters, reports, etc.
How long, on average, does it take for you to turn a lead into a customer?
This question is only appropriate if you put some past effort into paid marketing, cold calling or emailing. Leave it blank if you're not sure - but feel free to take an educated guess.
At a minimum, how many years do you anticipate a client will stay with you?
How valuable is a single client to you?
Here's the best way to calculate it: Average account size (eg. 100k) X Annual fee (eg. 0.70%) X Lifetime of client relationship in years (eg. 5 years) = ______ (eg. $3500).
Could you please confirm your email address?
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Could you please confirm your phone number?
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Name
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