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

    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

    Tell us about you & your company

    Things you want and like
    Put links to some websites or landing pages on website that you like here to show us some examples of your tastes

    Pictures & Promotionals

    Current Situation

    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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