Directions: Squint your eyes tight and reach frantically for sand (to bury your head). OrÂ…you could thoughtfully and completely answer all questions. There are no right or wrong answers. If you are not currently doing something on this marketing and business development list, it does not mean that you must start. It does mean that you can use this questionnaire to diagnose your marketing and business development needs.
Your Current Marketing & Business Development Program
Describe (in one or two paragraphs) your current Marketing & Business Development Program (who, what, when, where.)
How many of the following elements apply to your marketing and business development program?
1. Our company has and follows a written Marketing Plan & Calendar of Action.
2. Our company has collateral material (brochure, job sheets, catalog sheets, flyers) pre-printed and assembled by category of potential interest.
3. Our company has elements of collateral formatted and able to be tailor-made each time we need to reach a new audience.
4. Our company has an effective and active website. The website is updated with new content on a regular basis. The website hits are monitored, leads tracked and contact information gathered.
5. Our company has and maintains an active database of contacts. The database is current and updated often.
6. Our company database is regularly analyzed for effectiveness. How are potential contacts reached? How often? With what results?
7. Our company participates in the communities where our office and business is located. How?
8. Our company leaders attend conferences and provide outreach such as speaking engagements and seminars. Where and how? What methods are used for follow up?
The Nature of Your Firm
Are you able to describe the nature of your firm in three minutes or less?
1. What are the main features that make you outstanding and differentiate your firm from your competitors?
2. Can you easily explain why your services are of interest?
3. What are you most known for?
4. Why have clients hired you in the past? Do you know?
Your Current Marketing & Business Development Program
Describe (in one or two paragraphs) your current Marketing & Business Development Program (who, what, when, where.)
How many of the following elements apply to your marketing and business development program?
1. Our company has and follows a written Marketing Plan & Calendar of Action.
2. Our company has collateral material (brochure, job sheets, catalog sheets, flyers) pre-printed and assembled by category of potential interest.
3. Our company has elements of collateral formatted and able to be tailor-made each time we need to reach a new audience.
4. Our company has an effective and active website. The website is updated with new content on a regular basis. The website hits are monitored, leads tracked and contact information gathered.
5. Our company has and maintains an active database of contacts. The database is current and updated often.
6. Our company database is regularly analyzed for effectiveness. How are potential contacts reached? How often? With what results?
7. Our company participates in the communities where our office and business is located. How?
8. Our company leaders attend conferences and provide outreach such as speaking engagements and seminars. Where and how? What methods are used for follow up?
The Nature of Your Firm
Are you able to describe the nature of your firm in three minutes or less?
1. What are the main features that make you outstanding and differentiate your firm from your competitors?
2. Can you easily explain why your services are of interest?
3. What are you most known for?
4. Why have clients hired you in the past? Do you know?
