Hidden Marketing Assets Discovery Session

Opportunity Analysis Diagnostic Questionnaire

Name
____________________________________________________________

Business ____________________________________________________________

Address ____________________________________________________________

City, State, Zip Code

____________________________________________________________

Phone
____________________________________________________________

Email Address
____________________________________________________________

Thank you for taking the time to complete this questionnaire. You can either
complete it or think about how you would answer it. We will review your
responses during your Discovery Session and identify specific actionable
steps in key areas you can take to grow your business. Note that not all
questions may pertain to your specific business.

1. What are your biggest business challenges?

2. What are your key short-term goals?

3. What distinct Ideal Client(s) do you target/serve? (For questions that

follow, please keep these different Clients or Personas in mind as
necessary, as there may be different answers for different segments.)

4. What primary OFFLINE methods for generating clients do you use now?
(advertising, word of mouth, referral, events, sponsorships, etc.)

5. What primary ONLINE methods for generating clients do you use now?
(online advertising, email marketing, etc.)

6. Do you test aspects of your marketing and selling activities to make

sure theyre producing the best and most profitable results? Which
ones?

7. What are the key demographics of your customers? (B2B vertical

industry, function, company size; B2C income level, geography,
hobbies, leisure activities, life stage, etc.)
8. Would you rather attract more new clients or garner more business
from current ones?

9. How do you go-to-market? (Sales force, agents, distributors, joint

venture partners, etc.)

10. What issues do you have with the above?

11. Why do clients buy from you or agree to be represented by you?

12. Do you have a Unique Selling Proposition (USP) that tells your
Ideal Client why they should buy from you rather than the competition?
If so, what is it?

13. What is the biggest client complaint about your industry and how
do you address it?
14. What is the biggest client complaint about your competition and
how do you address it?

15. Who are your main competitors and what do they offer that you
dont?

16. What do your clients really want? (be specific, dont just answer
a quality product or service.) How do you know?

17. What is your biggest and best source of new business and am
you doing everything possible to secure this business? What problems
do you have in this regard?

18. What has been your biggest marketing success to date?

Specifically, promotions, ad campaigns, referrals, sales letter, etc.

19. Do you capture the names, addresses, phone numbers, emails of

all your clients? How? Do you use them in your marketing? How many
names are in your email database? How many physical addresses do
you have for clients/prospects?
 20. Do you have client testimonials and is there a system in place for
their capture? How are they used in your marketing? Can you measure,
compare, and quantify the tangible impact you make on your clients?

21. Do you reactivate your former clients and unconverted

prospects? Do you maintain systematic contact? How?

22. Do you make consistent efforts to communicate with your clients

about what your company is doing to help them?

23. Is there anything else you would like us to know?

Thank you for your time and attention.