All fields with an * are required. Thank you.



*Your Name:
*Website Address:
*Business Address:
*Business Name:
*Featured sub-brands to name (if applicable):
*Lead product or service:
*Industry/type of business:
*Years in business:
*Geographic service areas:
*Are your primary customers businesses or individual consumers?:
If business, what type:
If individuals, detail profile of your primary target:
*Total Employees:
*Are you currently working with a marketing consultant or fuller service ad agency/pr firm?:
If so, whom?:
*Would you like to arrange a no-cost, no obligation, 90-minute meeting to deeper assess your profile and survey answers?:
*Our biggest marketing challenge is:
*Our biggest marketing asset is:
*Our weakest marketing attribute is:


1.Can you define the specific ways in which the products/services you offer your customers are different from what is provided by your competitors? What makes your brand special and unique?

2. Do you have a marketing plan or minimally, a marketing action outline with detailed budget items & rationale? If so, what is your level of spending on marketing related expenses as a percentage of the gross projected sales for the next calendar year? What was it last year? Have you ever conducted a marketing immersion & planning session? If so, when?

3. Do you have any internal staff (whether they are President or Office Assistant) specifically devoting some time to marketing, advertising, public relations, or general customer communication related tasks? If so, please detail who and what they focus on?

4. How well do you achieve your sales goals? How have sales been trending over the past few years as well as during year seasonal highs/lows?

5. Are you more concerned with keeping current customers or getting new ones? Why?

6. What is your primary business concern at this time? What do you see as your most pressing marketing challenge now? If you currently use an outside marketing resource or full service ad agency, are you satisfied? Why or why not?

7. Do you think past, current, or potentially new customers know who you are, what you do, and why you do it better than your competitors? If so, why? If not, why not?

8. If you met a new target customer in an elevator and had only a few floors to communicate with them-what would you say and why?

9. What pleases and displeases you most about your current marketing efforts (can be one very specific thing)?

10. What ways do you currently market yourself? Do you maintain a useable database of customers? Of a media & non-media contacts? Of key influencers & referral sources? Or possible leads? Please be specific in terms of media choices, if any. What type of direct marketing, if any? What type of ad, web, PR, cause, partner, or referral/outreach marketing, if any, etc?