Understanding your Business
Please be specific
Name
First Name
Last Name
What are the long-term goals for your business?
What are the short-term goals for your business?
Do you have a current 90-day plan?
Yes
No
How are you actively seeking new clients?
What forms of lead generation have you worked with in the past? Please describe which ones worked well and which ones did not work.
What is included in your marketing efforts?
Describe your ideal client?
Ideally, how many clients can your firm currently manage?
How have you found your clients in the past?
How much time (hrs per week) do you dedicate to working 'ON' the business (planning, marketing, networking, sales)?
Any additional information you would like me to know?
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