Needs Analysis Form|Hire Digital Marketers Online

First Name

Last Name

Business Name

Business Address

Street Number

Address

City

State

Post Code

Country

Phone Number

Website

Let's Get to Know You

How long have you been running your business?

What is your business turnover?

What situation best reflects your business? I'm an owner operator and manage all aspects of my business myself. I have a small team of employee’s or contractors who help me run my business. I have an established business with marketing sales and operations staff. I don't have my own business; I manage the marketing department for my employer.

What do you mainly sell? Products or a Service? Product Service Software as a Service (SaaS) Both Products and Services

What industry do you operate within?

My customer segment is: Business to Consumer (B2C) Business to Business (B2B) Both B2B & B2C

Your Business Currently

What are your greatest challenges right now?

How much is a SMALL client worth to you in the first month?

Do you know the average lifetime value of your clients/customers?

My current customer numbers per month are:

My future customer number per month goal is:

I am needing to reach my new customer number per month goal by:

What types of business development activities are you currently engaged in? Select all that apply. Networking Events/Groups Facebook Groups Tradeshows LinkedIn Outreach Word of Mouth None Other

Specify Other:

Do you currently have a CRM? If so, please specify which CRM you currently use.

How many customer contact records do you have?

What CRM Sales or Email marketing automation software do you currently use (if any):

Do you have you software platforms completely integrated into your business?

Do you have a sales process? If yes, please describe or upload a diagram (can be hand written).

Optionally, attach a file of your sales process. (Supported: JPG, PNG, PDF only)

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Where do YOU see the greatest opportunity to scale your business? Select all that apply. Get more traffic Existing clients More quality leads Leads to clients Boost conversions Qualifying leads Raising my prices All of the above

When it comes to increasing revenue growth, what's your number 1 priority? I want to book more meetings and appointments (i.e. more inbound enquiries) I want to sell more products and services online (i.e. more online sales) I'm not sure I'm still finding my way

Which of these options best describes your current sales process? Face to Face Selling Online E-Commerce Transactions Telesales (Inbound Call Centre) Affiliate Marketing/Outbound Clicks

How do you feel about your business as of today? Frustrated Stressed Exhausted Scared Content Excited

Your Customer Avatar

Based on the last 10 sales your company has made, who have you found to be your ideal client or customer avatar?

Gender/s

Age Range

Location

Estimated Income

Marital Status

Interests

Activities

Opinions

Behaviours

Frustrations, Fears, Wants & Desires

What are your customer/clients' biggest?

Frustrations

Fears

Wants & Desires

What transformation does your client experience when purchasing your product or service?

Example: “Jobs Outsourced” helps clients achieve digital marketing automation so they can focus their time on converting leads into sales without needing to worry about how to generate new very interested prospects.

I help my clients or customers achieve/do:

So they can:

Without:

Additional comments (tell us anything important you think we should know and or provide questions if you have them)

The following attachments are relevant in understanding my business: (Supported: JPG, PNG, PDF only)

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