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

[Tess Gadwa]

We use an online questionnaire that is available through Wufoo. Marcia, I'd
be happy to send you a link.

Tess Gadwa

Yesexactly.com
 On Feb 13, 2015 5:01 PM, "Shel Horowitz" <shel at principledprofit.com> wrote:

>
>
>
>
> 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
>>
>> _______________________________________________
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>>
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>>
>
>
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