1. 22503 Katy Freeway Suite 28, Katy TX, 77450
Phone: (281)994-4240 Fax: (281)840-6881 C/O: Richard Smith
Marketing Strategy Questions and Information Sheet
Where did your last 20 clients come from?
Do you have a corporate marketing plan with timelines?
What technologies are you currently using?
What marketing materials do you currently use?
What are the last 5 promotions, promotional campaigns or public relations you
have done?
How large is your client database?
Who is your ideal client?
What is your target audience?
List everything you are currently doing to reach them.
What do you do to market and stay connected to them?
Define your product or service in detail. In what ways is it superior to the competition?
What are its major feature and benefits? What problems does it solve?
Who is your strongest competition?
What is most commonly said by your customers about your product or service?
What is your tagline?
What is your elevator speech?
22503 Katy Freeway #28 ♦ Katy, TX 77450
Ph: 281-994-4240 ♦ Fax: 281-840-6881

2. 22503 Katy Freeway Suite 28, Katy TX, 77450
Phone: (281)994-4240 Fax: (281)840-6881 C/O: Richard Smith
What is your current Sales process from initial lead through closing and follow up?
What Letters Do You Use?
What Scripts Do You Use?
How often do you ask for referrals?
What are Your Last 5 advertising and or marketing expenses?
What is your current budget for marketing and promotion? (Average for growing business 1525% of Gross Income)
What areas do you think you are lacking in?
What are your client’s preferences when it comes to communication?
What is your client’s preferred method of distribution or product delivery?
Do you have a marketing and sales department hierarchy chart?
Are roles and responsibilities clear and documented?
What are your marketing Objectives?
22503 Katy Freeway #28 ♦ Katy, TX 77450
Ph: 281-994-4240 ♦ Fax: 281-840-6881

3. 22503 Katy Freeway Suite 28, Katy TX, 77450
Phone: (281)994-4240 Fax: (281)840-6881 C/O: Richard Smith
Increase sales
To be more visible in the marketplace
To gain dominance in Specific states
To Recruit and Train Sales Force
To create online presence and community
SWOT
What are your company’s:
• Strengths
•
Weaknesses
•
Opportunities
•
Threats
Have you done any customer surveys or questionnaires?
Do you have custom newsletters, articles or videos?
Do you gather and keep customer and vendor testimonials?
What is your geographical target?
22503 Katy Freeway #28 ♦ Katy, TX 77450
Ph: 281-994-4240 ♦ Fax: 281-840-6881