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1. What is your average sale or project value?

For example, the typical amount a client or customer spends per purchase or engagement.

2. What is the estimated lifetime value (LTV) of a client or customer?

To estimate your LTV, multiply your average sale or project value × the average number of total orders or months a client stays with you × your profit margin. Example: $500 × 4 orders/months × 0.5 (50%) profit = $1,000

3. When you get a prospect or lead of any kind, how quickly do you typically respond?

4. What is your closing ratio?

5. If your business were to double next month do you have the systems/team in place to scale?

Yes
No

6. What is your follow up process?

Example: We follow up with all leads within 24 hours by phone and send 3 reminder emails over two weeks.

7. What marketing strategies are you currently using to generate leads?

Tell us what other methods you’re using to generate leads:

Tell us what print methods you’re using to advertise:

8. What marketing strategies do you plan to implement or continue once we start working together

Tell us what other methods you plan to implement or continue:

Tell us what print methods you plan to implement or continue:

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