Business Name
Name
*
First Name
Last Name
Why does your company exist? Please describe the purpose of your company. What is the main problem that you solve for your customers?
Who are you? Please describe your organization. What is your company makeup? What are the key traits and talents you look for when hiring?
What are your current short-term and long-term goals for the business? Be as specific as possible with sales numbers or expansion to new cities.
How do you do it? Name some of the factors that have led to your success up to this point.
Audience: Please describe your ideal customers. Age, gender, location, income level, personality...
Competition: Who do you see as your biggest threats in the market?
Differentiation: What sets you apart? What is the most unique thing about you? Why do customers and employees choose you over the competition?
What current channels to you use for marketing? (social media, Google ads, print ads, referrals,etc.) How successful to you feel each of them are for you?
What is your growth strategy? Are you wanting to offer new services or expand to new communities? Please be specific.
Inbound Leads: Tell me about how you typically receive leads and how the sales process works, including follow ups.
Content: What information do you feel is important that prospects/customers know about you?
Do you have a referral program? If yes, please explain how it works.
How do you prospects reach out to you typically? Phone, email, social media?
Are there any businesses you admire that look similar to what you imagine for your business?
Not industry specific
Anything to add? Do you have any additional thoughts that you feel are important that weren't covered?
