Business Assessment and Discovery

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BUSINESS SYSTEMS & MARKETING ASSESSMENT

Please complete this form with as much detail as possible. The more information you provide, the more value we can add to you!

Please complete this form with as much detail as possible. The more information you provide, the more value we can add to you!
First Name*
Last Name*
Current Company Name (if applicable)
Email*
Phone Number*
Business Information
Here's where we'll start to get into some of the business/company details...
What business or industry do you serve?
How long have you been in business?
Current Annual Gross Revenues*
What is the average customer worth to you?*
Describe Your Typical/Ideal Client...
What is your main marketing message to prospects?
What makes your business unique or differentiates you from competition? What is your USP?
USP = Unique Selling/Value Proposition
What are the 3 most common questions prospects or customers ask you regarding your product/service?
What are the 3 top objections you receive from prospects in the sales cycle?
Business Marketing Questions
In this section we will get into how you market your business...
Do you have a specific company logo?
- Yes
- No
In what mediums do you deliver your marketing/advertising message?
If none currently please let us know
Do you consistently deliver that message whether your business is busy or slow?
- Yes
- No
Historically, what has been the #1 most effective form of marketing/advertising for your business?
Do you have a company website?
- Yes
- No
If yes, what is the URL?
Is the website mobile-enabled?
- Yes
- No
Business Systems & Technology
In this section we will assess what systems and technologies your company uses...
Do you have a system designed to generate new business?
- Yes
- No
- I don't know
Do you currently use a CRM tool to manage your current/past clients, marketing and lead follow up systems?
- Yes
- No
Do you have a system to track the ROI on your marketing spend each month?
- Yes
- No
Do you have or receive analytic reports of your online presence and website traffic?
- Yes
- No
(ie. Google Analytics, Sales Pipeline, Call Tracking, other reports or reporting systems in place)
Final Questions
Ok, let's wrap this up...
What are your top 3 strengths you have/exhibit in your business?
What are the top 3 weaknesses you see in your business?
What are the top 3 opportunities you see for the next 12 months in your business...
What are the top 3 threats you face as a business that can/could circumvent your success?
What’s your opinion on the role and impact that the internet and mobile devices will have in next 5 years on your business?
- A little
- A fair amount
- A lot
- Enormous
How does the internet and mobile devices fit into your marketing plan over the next 12-months?
- A little
- A fair amount
- A lot
- Enormous
Do you have more capacity or room to grow in your business? Do you want to grow?
- YES
- NO
- I'M HAPPY WHERE WE'RE AT RIGHT NOW
Attach Your Company Logo (optional) but this will help us visualize your brand.

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Brand Equation is a full-service consulting and digital marketing agency with core competencies in brand creative services, website development, custom software solutions, mobile web development, mobile apps, reputation management, social media marketing and omni-channel digital ad campaigns.

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