Pre-Discovery Survey

These questions will help us do some advanced prep work for our discovery conversation. Please check ANY and ALL statements that apply to your organization — it’s okay to check multiple boxes under any question.

MY BRANDING & MESSAGING (check all that apply)

My prospects too often buy from a lower-priced competitor before realizing how much better we are.
I don’t think our customers understand all that we have to offer.
We lack (or are losing) the “top of mind awareness” we need with customers.
I’m not sure if my people are consistent when describing what we do and how we help customers.
You get one chance to make a first impression. Our website isn’t helping.

MY MARKETING & ADVERTISING (check all that apply)

Sometimes advertising feels like expensive “hoping.” I can’t always tell if it’s working.
My marketing strategy doesn’t work as effectively as it used to.
I get frustrated at the money we spend on marketing with minimal ROI.
I have great ideas for marketing but rarely enough time to implement them.
We don’t show up effectively in Google searches.

WHEN IT COMES TO SOCIAL MEDIA… (check all that apply)

I don’t have time to do what needs to be done.
I am not sure if all the time I invest is worth it.
It’s hard to keep up with the constant change.
I’m not sure which social media platforms (if any) I should use.

MY SALES (check all that apply)

We need more quality leads.
I have plenty of leads, but they don’t turn into sales as often as I think they should.
I think we sometimes miss sales because of ineffective follow-up.
If only I could get more past customers to buy again, I’d be on easy street.

MANAGING THE WORK

GOOD MARKETING TAKES A LOT OF ONGOING WORK AND… (check all that apply)

I don’t have the time to do it myself.
I don’t have the expertise.
I don’t have the budget to hire enough good help.
I worry the people who help me don’t have enough experience.
I don’t have time to manage the people who help me.

WE WASTE TIME DOING REPETITIVE TASKS FOR… (check all that apply)

MY WEBSITE CONTENT IS OUTDATED AND… (check all that apply)

I don’t know how to update it.
I don’t have time to update it.
It’s a pain to update it.
I wonder if it even matters.

SYSTEMS & STRATEGY (check all that apply)

We have lots of past customers who haven’t purchased / visited in a while.
I have shoeboxes full of business cards or email addresses in a list, but I don’t have a good way to do anything with them.
I’m held back by hiring because I can’t find enough good people.
I find it’s hard to keep good workers.
We have a strong competitor online and I sometimes worry they’re stealing our lunch.

Any other issues to note?

Your info so I can prepare for our meeting…

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Marketing Strategy & Execution

Targeted Digital Advertising

Account-Based Marketing

Recruit & Hire Workers

Website Design

Campaign ROI Tracking

Simplify Your Systems

Blog

Tools

The Savvy Marketer

Pre-Discovery Survey

Your info so I can prepare for our meeting…

North Central Ohio HQ

Northwest Ohio Growth Center

Northeast Ohio

Marketing Strategy & Execution

Targeted Digital Advertising

Account-Based Marketing

Recruit & Hire Workers

Website Design

Campaign ROI Tracking

Simplify Your Systems

Blog

Tools

The Savvy Marketer

Pre-Discovery Survey

Your info so I can prepare for our meeting…

North Central Ohio HQ

Northwest Ohio Growth Center

Northeast Ohio

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