[Hidden-tech] Example of required pre-client questionnaire from coach, consultant, copywriter, etc.

[Shel Horowitz]

Hi, Marcia,

Instead of an online form, I email my questionnaire to prospects
directly--with different versions for different market niches (e.g., book
marketing). Here's the one for green marketing.

I'm sure the list processor will make a hash of it, so I'll also send you
the original Word doc to your personal email.


 *Green Marketing Checklist*

Prepared by Shel Horowitz

You will get a much greater benefit from my services if you take a few
minutes to fill this out. Replace the blank lines with your answers and
type them right into the file, or print out and fill out the form legibly
by hand. Feel free to attach additional pages, press coverage, blurbs, etc.



Your name______________________  Co./Org. ____________ Position
____________ Overall marketing budget ________

You're the

 *__* inventor/designer

*__* manufacturer

*__* retailer

*__* installer

__ wholesaler

__ distributor

__ funder/investor

__ other ____________________

 Phone and email contact(s) ____________________________________________

Title/subtitle of the product or service (from here on, I'll just refer to
it as "product")

Overall market sector(s) (housing, energy, transportation, food, etc.)
__________________

Specific market niches ______________________________________________

_________________________________________________________________

Primarily selling to __ other businesses (B2B)   __ consumers (B2C)   __
other

*__* Single product   *__* up to 10 products    *__* more than 10    *__*
other *__________*

What exactly are you're looking for from me? (e.g., write a press release
aimed at environmental magazines, write a marketing plan focused on social
media, write copy for a website to support direct sales, identify potential
marketing partners and sales channels, rewrite an existing piece, train
your marketing staff in ____, write an article for ____ magazine…)

_______________________________________________________________________

Month and year released (or expected to be released) to market __________

Sales this year __________________   % change from last year (+ or -) _____

__units ______ revenues (if not in US dollars, please specify what currency)

Web/blog address(es) ___________________________________

Social media pages _____________________________________________

________________________________________________________________________

Do you have a marketing plan *__* yes   *__* no (if yes, please enclose a
copy)

Methods of/partners in distribution
___________________________________________

Key markets or audiences you've identified
________________________________________________________________________

________________________________________________________________________

What makes your product different from others in the same market?
________________________________________________________________________

_______________________________________________________________________

What green claims to you make, and what's the basis for them?

________________________________________________________________________

_______________________________________________________________________

Which of the above two are most important to your customers (and why)

________________________________________________________________________

Does the product or company have any third-party certifications? Which ones?

________________________________________________________________________

Relevant credentials _________________________________________________

________________________________________________________________________

Chief reason you chose the green
market_______________________________________

How long ago did you decide to pursue the green market?
_________________________

Do you also plan to reach nongreen markets? __ Y   __ N   __ not sure

Testimonials in hand from
*__________________________________________________*

Others who could endorse you *____________________________________________*

Your goals for the product
____________________________________________________

Marketing efforts so far
____________________________________________________

What companies and organizations have you thought about co-marketing with?
*________________________________________________________________________*

*__________________________________________________________________*

How much, if any, publicity have you received—and where?

________________________________________________________________________

What other information would be helpful in marketing your offerings?

________________________________________________________________________

*Thank you!*



_________________________________________________
Watch (and please share) my TEDx Talk,
"Impossible is a Dare: Business for a Better World"
*http://www.business-for-a-better-world.com/tedtalks/
<http://www.business-for-a-better-world.com/tedtalks/>*

Shel Horowitz - Green Business Profitability Expert
Helping you find the value in your values since 1981 - because
green isn't just good for the planet--it's *great* for your bottom line

Contact me to reach green, socially conscious consumers with
marketing that has THEM calling YOU"

Twitter: @shelhorowitz

* First business ever to be Green America Gold Certified
* Inducted into the National Environmental Hall of Fame

http://business-for-a-better-world.com * http://greenandprofitable.com/
mailto:shel at greenandprofitable.com * 413-586-2388
Latest award-winning, best-selling (8th) book:
Guerrilla Marketing Goes Green (co-authored with Jay Conrad Levinson)

Blog: http://greenandprofitable.com/shels-blog
_________________________________________________


On Fri, Feb 13, 2015 at 3:20 PM, Marcia Yudkin <yudkinyudkin at yahoo.com>
wrote:

>
>
>
>
> Hi everyone,
>
> I am looking for an example or two of service providers who require
> potential clients to fill out a fairly long online questionnaire or
> application prior to even discussing an engagement.  This is partly a
> qualification technique, to make sure that the client is serious and also
> so the service provider can look at the questionnaire answers to make sure
> there's a good match.
>
> I've seen various people doing this but can't find an example suitable for
> the article I'm writing.  I call it a "jump through hoops" strategy
>
> Thanks for any leads on this!
>
> Marcia Yudkin
> marcia at yudkin.com or yudkinyudkin at yahoo.com
>
> _______________________________________________
> Hidden-discuss mailing list - home page: http://www.hidden-tech.net
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>
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