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Call Dave
Today!
707.452.2307
ON-THE-GO
First I want to get to know YOU
Tell me about your family
What are your hobbies, interests?
Where are you from?
Where did you go to school?
What did you do before your started working in this
business?
Then I want to get to know your business
How did you get started?
What products/services do you sell?
Price range?
Competition?
What are your best/worst sellers?
Which gives you the best profit margin?
Customer demographics?
Number of employees and their responsibilities
What is your relationship to your
business?
What do you like best about your business?
What do you like least?
How do you do your planning? What does that process
look like?
How do you market your business currently?
Do you have a specific dedicated marketing budget?
What do you do to hone your business skills?
Where do you want your business to go?
What would you like to sell more of?
If you could wave a magic wand, what would you do with
your business?
Where do you see your business in the next 5/10/20
years?
Do you want more locations? A new location?
More employees?
My Next Steps
Pull all the information together
Focus on your specific goals
Choose advertising outlets, modalities
Establish the messaging
Bring you a proposal with timelines, goals, costs and ROI.
Stay in touch, refine the messaging and scheduling as needed
throughout the campaign
Meeting My Clients

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Meeting My Clients

  • 2. First I want to get to know YOU Tell me about your family What are your hobbies, interests? Where are you from? Where did you go to school? What did you do before your started working in this business?
  • 3. Then I want to get to know your business How did you get started? What products/services do you sell? Price range? Competition? What are your best/worst sellers? Which gives you the best profit margin? Customer demographics? Number of employees and their responsibilities
  • 4. What is your relationship to your business? What do you like best about your business? What do you like least? How do you do your planning? What does that process look like? How do you market your business currently? Do you have a specific dedicated marketing budget? What do you do to hone your business skills?
  • 5. Where do you want your business to go? What would you like to sell more of? If you could wave a magic wand, what would you do with your business? Where do you see your business in the next 5/10/20 years? Do you want more locations? A new location? More employees?
  • 6. My Next Steps Pull all the information together Focus on your specific goals Choose advertising outlets, modalities Establish the messaging Bring you a proposal with timelines, goals, costs and ROI. Stay in touch, refine the messaging and scheduling as needed throughout the campaign