Deal Flow Plan Pre-Survey

Here’s the survey for your Deal Flow Plan session. These sessions are extremely effective in identifying untapped profit potential. It’s not unusual to uncover increases anywhere from 30-100%. To get the most from your session:

1) Please fix the consultation time in your diary and adhere to it. When we get a last-minute cancellation, we simply don’t have time to slot in someone else from the waiting list.

2) During your consultation, we cover a host of proven ideas that can significantly improve your profitability. Because of this, it’s important that anyone involved in the future direction of the company be present, including partners or perhaps even your spouse.

Please complete the survey as thoroughly as you can. When finished, please click Submit. We'll take it from there.

First Name

Last Name

Company

Business Background

How long has the business been running & how long have you owned it?

How many people in your team?

What products do you sell? What is your average price per product?

Who are your customers?

What sets you apart from your competitors? What is your competitive advantage?

What percentage of revenue do you believe you should be investing in advertising & marketing?

Where do you feel the best potential is for growth in your business?

Using the 80/20 Rule, what generates the most revenue in your business?

What is the approximate annual revenue in your business?

How has this compared to previous years?

Increasing

Static

Declining

What is the target revenue you want to add in the next twelve months?

Describe your ideal business scenario three years from now?

On a scale of 1-10, how committed are you to achieving this goal?

Do you have a strategy outlining your tactics, KPIs, and milestones to achieve your revenue goal?

YES

NO

Describe your ideal customer / client.

How much does the average customer / client invest in your services in one year?

$

Do you have executable systems & strategies to specifically target your ideal customer?

YES

NO

Do you ever undercharge what your products/services are truly worth?

YES

NO

When was the last time you increased your fees?

What is your percentage of sales from each advertising medium below and how much do you spend on each?

Existing Customers ______% $______

Online Directories ______% $______

Direct Mail ______% $______

Telemarketing ______% $______

Billboards ______% $______

Sponsorship ______% $______

Newspaper/Mag ______% $______

Affiliate ______% $______

Facebook Ads ______% $______

Google AdWords ______% $______

Television ______% $______

Radio ______% $______

Tradeshows ______% $______

Seminar/Workshop/Webinar ______% ______$

Referral(Word-of-Mouth) ______% $______

Adding up all of the categories above, how much are you investing in your advertising per month?

What is your sales cycle from enquiry to sale? How many days, weeks, or months?

What triggers a buying decision from your customers?

Do you believe you?

What would you be willing to spend to acquire a customer?

How many new business enquiries do you get per week?

What percentage of these are you converting to a sale?

How many customers did you sell to per month?

How much does an average customer spend per purchase?

How many purchases would an average customer make per annum?

If you write quotes, proposals, RFPs or estimates, how many do you prepare per month?

What percentage of these are you converting to a sale? %

Are you generating as many inquiries as you would like?

NO

MAYBE

YES

Is your marketing as effective as you would like?

NO

MAYBE

YES

Do you know the exact figure it costs you to acquire a customer?

NO

MAYBE

YES

Do you have an articulated and actionable strategic growth plan?

NO

MAYBE

YES

Do you have a system that automates your sales process?

NO

MAYBE

YES

Have you implemented a mobile marketing strategy for your business?

NO

MAYBE

YES

Do you have regular sales training for your team?

NO

MAYBE

YES

Do you have a Search Engine Optimization strategy to be found online?

NO

MAYBE

YES

Do you run consistent marketing campaigns to your client list?

NO

MAYBE

YES

Do you have a customer on-boarding process that educates customers to all of your products/services?

NO

MAYBE

YES

Do you have an automated lead generation system for your business?

NO

MAYBE

YES

Do you calculate and monitor customer lifetime value?

NO

MAYBE

YES

Are you using a CRM to assess deal flow, managing revenue targets, and growth planning?

NO

MAYBE

YES

Do you have a digital marketing plan for your online presence?

NO

MAYBE

YES

Do you monitor and adjust your online business analytics?

NO

MAYBE

YES

Are you testing and measuring the results?

NO

MAYBE

YES

Do you have a customer / client experience process?

NO

MAYBE

YES

Do you have a social media plan to actively engage your customers online?

NO

MAYBE

YES

Thank you for completing this questionnaire.

So we can give you the best ideas and strategies in your consultation, please submit your completed questionnaire 3 days prior to your confirmed consultation time.

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