Use this questionnaire to diagnose your marketing and business development needs. Then assign a simple formula and rating system to fix it.
Directions: As in Part One, thoughtfully and completely answer all questions. There are no right or wrong answers. If you are not currently doing something on this 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.
Assessing the Success of Your Current Marketing and Business Development Program
1. Do you have satisfied clients, customers or patients?
2. Have you captured this business success with written or filmed testimonials?
3. Can you name two or three problems you solved for your satisfied business clients, customers or patients?
4. Are these services highly marketable to future clients or customers?
Your Competitors
1. Name three of your major competitors. Why have they been successful in your target markets?
2. What have these competitors done that you do differently?
3. Can these differences give you an advantage or define a niche?
You and Your Staff
1. What is the style and working manner of your office? Is this an advantage in your potential market?
2. Do your clients come to your office, or do you go to theirs? Are you able to conduct a tour of your office?
3. Do you have plans, models, work in progress, videos or other material of high interest that you can show a prospective client?
4. Do you have open houses? When?
5. Have your ever done a joint open house with sub-consultants, complementary firms, other disciplines or even vendors?
6. What would get your guest list to attend your open house?
Directions: As in Part One, thoughtfully and completely answer all questions. There are no right or wrong answers. If you are not currently doing something on this 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.
Assessing the Success of Your Current Marketing and Business Development Program
1. Do you have satisfied clients, customers or patients?
2. Have you captured this business success with written or filmed testimonials?
3. Can you name two or three problems you solved for your satisfied business clients, customers or patients?
4. Are these services highly marketable to future clients or customers?
Your Competitors
1. Name three of your major competitors. Why have they been successful in your target markets?
2. What have these competitors done that you do differently?
3. Can these differences give you an advantage or define a niche?
You and Your Staff
1. What is the style and working manner of your office? Is this an advantage in your potential market?
2. Do your clients come to your office, or do you go to theirs? Are you able to conduct a tour of your office?
3. Do you have plans, models, work in progress, videos or other material of high interest that you can show a prospective client?
4. Do you have open houses? When?
5. Have your ever done a joint open house with sub-consultants, complementary firms, other disciplines or even vendors?
6. What would get your guest list to attend your open house?
