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Client Assessment
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Client Assessment
Client Assessment
AU Author
2018-05-18T16:46:31-05:00
On-Boarding Goals & Key Initiatives
Name
First
Last
Company
What are the top items we can help you with?
Search Engine Optimization
Blogging
Social Media
Website Development
Lead Generation
Website Enhancements
Graphic Design
PPC
Local Optimization
Review Management
Overall Marketing Strategy
Why did you sign up with Art Unlimited?
Best of Success
Referral from a friend
Have seen our work
Reputation in the industry
Other
What are your business goals?
What are your monthly lead goals?
What are your monthly website traffic goals?
What is the average cost of a completed job?
What is your annual advertising budget?
Summarize Your Current Marketing Activities
Online
Billboards
Phone books
Postcards/Mass mailings
PPC
Other
Other current marketing:
What kind of marketing currently produces your highest lead volume?
What are your biggest marketing challenges?
My leads aren't steady
I'm not reaching the people I want to reach
I can't figure out the ROI on my marketing
I have low ROI on my current marketing
Other
Other marketing challenges?
Top 10 Service Locations, in priority order
Top 10 Services, in priority order
What are the primary problems your customers encounter?
Snowload
Hurricanes or Strong Storms
Debris and moss growth
Old home deterioration
DIY Issues
Increasing Home Value
Warranty Issues
Other
What are the other problems?
What are your company's current online marketing efforts?
Social Media:
Facebook
Twitter
LinkedIn
Google+
Pinterest
Instagram
YouTube
Review Sites:
Houzz
Yelp
Angie's List
Porch
SEO & Newsletter Marketing:
Google Analytics
PPC Account
Newsletter Marketing
Other online marketing:
Dex, YP.com, etc.
List your top 3 competitors and their URLs:
Who are your current vendors/manufacturers/partners?
GAF
Owens Corning
Certainteed
Duro-Last
Velux
More vendors/manufacturers/partners:
What community or service activities is your company involved in?
What certifications does your company hold?
Examples: GAF Master Elite, Owens Corning Platinum Preferred, BBB, etc.
Contact Information
Primary Contact
First
Last
Phone
Email
Marketing Contact
First
Last
Phone
Email
Billing Contact
First
Last
Phone
Email