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Needs Analysis
Thank you for your interest in our services. We like to be organized and make sure that we can meet all of your expectations.. Take a few minutes and tell us about your ideas, hopes, and expectations for what we can do to help you.
New Client Needs Analysis
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Name
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First
Last
Title
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Work Number
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Cell Number
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Email
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Company Name
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Address
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Line 1
Line 2
City
State
Zip Code
Country
Links where we can find you
Copy and Paste links to your website, social media, or profiles if you have any of the following already
Current Website
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If you don't have one right now that's ok, just leave this blank
Facebook
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If you have a company Facebook page add that here, If you have a personal Facebook page THAT YOU USE FOR BUSINESS, paste it here.
Twitter
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SnapChat
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Merchant Circle
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Other website 1
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other links that are import that we see
Instagram
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LinkedIn
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YouTube
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Vimeo
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Google Business Profile
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Other Website 2
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other links that are import that we see
Tell us about you & your company
In your own words, tell us what your company does
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In your own words tell us ABOUT you and why you started your company
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Think of this as the content we would use for your ABOUT page
Things you want and like
Your Website Wish List
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Home Page
About Page
Product Pages
Services Pages
Blog or Latest News
Online Chat
Videos
Events
Online Store
Newsletters
Member Area
Check all that apply. We will get more details when we review this with you.
Put links to some websites or landing pages on website that you like here to show us some examples of your tastes
Website 1
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Website 2
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Website 3
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Website 4
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Tell us what you want to achieve with your website: Sell my Products/ Services: Get people to call me, Create awareness for my cause, Make them aware of my events. etc.
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Pictures & Promotionals
Do you have photos of:
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Yourself (headshot)
You & /or Employees working
Your Facility
Your Tools /workspaces
Do you have a catalog or flyers?
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Yes
No
COMMENTS
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Have you implemented any marketing or strategic marketing program? If not how do you bring in new business?
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Comment
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Current Situation
Who is your competitor?
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What is your competitors website?
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Name another competitor
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What is your other competitors website?
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What do your competitors do better than you?
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What makes you different? (this is what differentiates you from others and the statement that we can make to get the prospect’s attention)
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Are you currently in collaboration with other people?
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Current Collaborations with other companies?
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if you answered no on the above who are some you would indeed want to
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Which professional speaking organizations do you want to be in?
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y ultimate goal is to become a national voice on race and society issues so I can be a best selling author, a regular sought after expert and panelist/speaker.Comment
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Editing/Scheduling Content
Previous Efforts
Have you implemented any marketing or strategic sales plans in the past?
If not, how do bring in new business? (If so, how are they working?)
Current Situation Analysis
From a sales or marketing point of view:
What are the strengths of the organization?
What are the weaknesses?
What does the goal setting process look like?
Do people have specific Job descriptions
What could the organization do more effectively
(Internally or externally)?
Organizational Analysis & Needs assessment
Reputation,Performance,
Capabilities
How do the customers view the organization?
How do you feel about your reputation?
What is your business strong at?
What is your business weak at?
Can you handle customers effectively?
With the current staff, how much growth can you handle?
Are you overburdened in your job?
Competitive Position
Who are your competitors?
What do you do betta than your competitors?
Why would you do business w you?
What is the biggest benefit a customer recieves from
Price
Service
Quality
Specifically, how do you differentiate yourself?
Tough question, can you or your people deliver that message?
Products/Services: Present and Future
What products or services do you provide to clients?
What business are you in?
What do you sell?
What other services can you sell in the future, if any?
Current Customer Analysis
Why should your customers buy your products or services?
Are they happy with your company?
Is there additional products or services that could complement your business?
What kind of customer strategizing do you do?
Do you establish customer penetration programs?
Current & Future Markets
What are your current target markets?
What are your future markets?
Past & Present Clients
Specifically, who are your best clients?
Who are some of the not so best clients?
What differentiates them?
Marketing Organization
Define the roles and responsibilities for overall direction and management.
Who has responsibility for development of new contacts?
Maintenance of existing contacts and clients, plus up-grading and cross-selling?
Is there a customer service department? Should there be one?
How are they held accountable for on-going business?
Time allocation of each person?
*Per day?
*Per week?
*Per month?
What type of activity is expected? Calls..Contacts…Futures..Sales?
What type of results are expected?
Responsibilities for direct management of the sales force?
What types of reporting systems are in place?
What items are contained on the report?
Lead Generation Programs
Is there a formal plan in place to generate qualified leads or appointments?
How does the organization attract new business?
Do you receive many call-ins or inquires?
Who follows-up on that lead?
What system is in place to manage a lead from start to finish?
Who is responsible for overseeing the system?
Do you keep track of closing percentages? (other ratios)
Advertising & Promotion
What is your advertising and promotions budget?
What are the objectives of advertising/ promotions?
How do you promote the business? (Awareness)
Are many leads (inquires) or prospects generated from the advertising?
How is the advertising budget measured against actual performance (ROI)
Goals & Growth
What has been the growth rate over the last three years?
Are you happy with that growth?
Are you attaining the gross margins you want?
What are your profit objectives?
Is your primary focus on reducing expenses or increasing sales?
Both?
What plans are in place4 to accomplish that?
Long Term Goals
Where do you see the business going?
Are the long term goals defined?
Are they measured periodically?
Summary of the Findings
General Findings
Stregnthgs
Weaknesses
Company.
Product
Individual
Recommended Actions
Overall Perception of Individual & Interview
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