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Full Name

Company Name

Phone Number

E-mail Address

City

Province

Country

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I agree with the Terms & Conditions

What Is your Business Marketing Goal? (Please check one or all that apply) Acquire New Clients
Retain Existing Client Loyalty
Increase Sales
Reduce Expenses
Build Brand Awareness

Business Industry

How Does Your Client Do Business with You? (Please check one or all that apply) In Person
By Phone
On-line

How Many New Clients Would You Like to Bring to Your Place of Business? 50 or less
100 or less
100 or more

What were your total costs for the year to acquire new clients?
This number includes all marketing costs, sales staff salaries, as well as product/service discounts and specials. $0.00 - $2,500.00
$2,500.00 - $5,000.00
$5,000.00 - $10,000.00
$10,000+

How many new clients did you receive for the year? 0-10
10-20
20-50
50-100
100-150
150+

What is the Value of your Average Client?
Calculations:
Total annual business revenue / Total number of clients for the year

Who is your ideal client?

Age Range

Male

Female

Geographic Location (Be specific)

Habits / Behaviour: E.g. home owners, boat lovers, retirees, etc.

Do you have a loyalty program in place? Yes
No

Would you like to increase sales revenue from your existing clients? Yes
No

Do you offer any exclusive products and services not offered by your competition? Yes
No
Please Specify what you offer:

What events do you participate in? Festivals
Fairs
Spa Show
Wedding Show
Trade Show
Other (please specify)

How often do you attend these above events on annual basis? None
1-2
3-4
4+

Do you employ a sales staff? Yes
No

How do you normally reach out to your new clients? (check all that apply) Events
Cold Calls
Direct Mail Campaign
E-mail Campaign
Others:
Please specify:

What types of promotions and/or discounts do you currently provide your clients? (check all that apply) Sales
Discounts
Holiday Specials
Groupon Specials
Others:
Please specify:

Proven Methods of Use

New Customers

Loyalty Program

VIP Card Program

Custom Tailored Marketing Plan Inquiry

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Who is your ideal client?