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Migrations
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Book Intro Call
Client Needs Analysis
Step
1
of
9
11%
Organization
Name
Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bonaire, Sint Eustatius and Saba
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cabo Verde
Cambodia
Cameroon
Canada
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos Islands
Colombia
Comoros
Congo
Congo, Democratic Republic of the
Cook Islands
Costa Rica
Croatia
Cuba
Curaçao
Cyprus
Czechia
Côte d'Ivoire
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Eswatini
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Heard Island and McDonald Islands
Holy See
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Isle of Man
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
Korea, Democratic People's Republic of
Korea, Republic of
Kuwait
Kyrgyzstan
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macao
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
North Macedonia
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestine, State of
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Romania
Russian Federation
Rwanda
Réunion
Saint Barthélemy
Saint Helena, Ascension and Tristan da Cunha
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Sint Maarten
Slovakia
Slovenia
Solomon Islands
Somalia
South Africa
South Georgia and the South Sandwich Islands
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard and Jan Mayen
Sweden
Switzerland
Syria Arab Republic
Taiwan
Tajikistan
Tanzania, the United Republic of
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Trinidad and Tobago
Tunisia
Turkmenistan
Turks and Caicos Islands
Tuvalu
Türkiye
US Minor Outlying Islands
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Venezuela
Viet Nam
Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Åland Islands
Country
Current website domain (eg new.plexamediaint.wpengine.com)
About Your Business
What types of products or services do you sell or provide?
What is your most profitable product or service and why?
How is your business changing?
Changes in technology, services, online?
Seasons
What are your best months, quarters, or periods of the year?
What makes these months or periods so impactful?
Geography
Where do 80% of your customers/clients/patients come from? (zip codes, cities, counties, mile radius)?
Competitors
Who are your competitors?
What percentage of the market do they have?
Do they advertise?
What do they say?
Differentiator
What is your true competitive advantage?
What do you do to different or better than they do?
What is the most important thing that you want your client to know about you?
What can you say that others can’t say?
Do you have a recognizable slogan, phrase, or branding statement? If so, for how long?
About Your Target
Who is your target?
What percent out of the last (100, 50, 10) were men and what percent were women?
What customers would you like to get?
Age of your most ideal client?
18-24
25-34
35-44
45-54
55-64
over 65
Household Income?
$50k or less
$50 to $100
$100k or more
Do they have kids? If so, what age?
When someone new calls or comes in what are the 3 things they want to know first?
What percent of your business is repeat and what percent is new?
Triggers
What triggers this person to want or need your product or service?
How do they find you? (Paid SEM, GMB, website, Facebook, Youtube)
How are you communicating to them know? (Be sure to include Media, Length, Frequency, Avg Monthly $, Results)
ROI-measure
What’s working? What’s not? How do you measure? (Google Analytics, engagements, Volume)
How long have you been advertising?
What media has had the greatest impact on your business and what was the response you received from the community?
Goals
Where do you want the business/practice to be in 2 years?
What are you currently doing to get there?
Budgeting
How much do you budget per year in media?
How did you arrive at this amount?
If there was something you could change or a need that is not satisfied, what would that be? (Why is that important?)
Do you have any favorite affiliations or charities?
What is the purpose of your website (what do you want people to experience or get from your site)?
On a scale of 1-10, how satisfied are you with your current marketing plan?
Moving forward (CPS or Marketing Plan)
Did we forget to ask anything?
Magic wand: If your marketing could solve one thing for you, what would that be?
Follow-Up Meeting
Date
MM slash DD slash YYYY
Time
:
Hours
Minutes
AM
PM
AM/PM
Notes:
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