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Consultation Questionnaire
Consultation Questionnaire
Consultation Questionnaire
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Questionnaire
Imagine that we get together one year from today. You look back and say, "It’s been a tremendous year, because after my meeting with Produce Results team, what happened next was…." (Tell us what happened next.) *
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Briefly describe your company, industries & markets served:
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What is your average annual revenues?
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What is your current Year-Over-Year revenue growth?
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Within your specific niche and USP (Unique Selling Proposition), how do you rank compared to your closest competitors? Are you #1 in your marketplace? #3? #10? What’s your rank?
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What is your #1 sales / marketing challenge?
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What goal, if attained, would solve this problem?
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What is your Big Vision for your business (over the next 5 years or 20 years)?
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What are the main strategies currently in place for achieving the vision?
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What caused your business to be successful this past year? How is this different than in years past?
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What resources do you need to move your business to the next level of success? (Money, staff, knowledge, wisdom, people etc.)
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Describe your high-level measurable objectives for the next 6-12 months.
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What are your biggest personal challenges to achieving these objectives?
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What is your Unique Selling Proposition (USP)? Don’t leave anything out, put it all on paper.
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Does your customer buy into your USP?
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Are you a decision-maker? If not, then who usually is the "decision-making" person?
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How do you fit into their overall plan of success in their business/personal life?
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Describe the ‘bleeding neck’ of your customer. (Bleeding neck is the big, bad, ugly problem they are solving right now with your product or service.)
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What are the benefits of your product(s) or services? Why is someone buying from you vs. the competition? This has to be more than just price.
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How do you identify your IDEAL customer? Why are they buying from you? Give as much detail as possible. (Gender, race, age, position, what they do for fun, things they hate, what they think about you, your product and your competition).
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How long is a customer staying and spending with you? (12 months, 18 months, 3 years, etc. )
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What is the average amount a customer usually spend with you?
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If you are doing advertising, how much money does it cost you to get a prospect and convert them into a customer?
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Do you utilize upsells in your sales funnel? If so, what is a typical upsell scenario?
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Following the 80/20 rule, of all your marketing efforts, which ones generate 80% of your customers? Please be as specific as possible.
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