Baseline Questionnaire (Lead Generation)

Information is a valuable asset.

When considering lead generation strategies for a client we need to gather information that is vital for the job we have been hired to do. Whether it is a strategic digital marketing blueprint, a new website or a full digital marketing campaign implementation, this information is crucial.

Please take some time and fill out this questionnaire. All information is confidential and we guarantee that nobody except for your project team has access to this information. We will probably have more questions as we analyze the answers provided.

This questionnaire is hosted on a secure and encrypted website. Your information is safe.

Baseline Questionnaire for Lead Generation Strategies

Company Name

Address (Billing Address)

City

Province

Postal Code

Email:

Company Website URL

Phone:

Free Text

BASIC COMPANY INFORMATION

Contact Names with all contact data

Years in Business

Approximate Size of Business ( Revenue & Employees)

VISION

What is driving this vision?

Goals for the business

What is your revenue goal?

Provide a brief overview of the company's history, including who founded it and their motivation, as well as any significant events or changes that have occurred since its establishment?

What is the greatest source of frustration for you a) in business 2) in tech 3) in marketing?

What is the greatest concern business has today?

What is the greatest goal the business is looking to achieve in the next 12 months?

What do you hope to get out of this planning exercise?

Tell us about the CEO

About the CEO(s)/Founder(s)

Who is responsible for defining the company vision today?

ORGANIZATION

ORGANIZATIONAL STRUCTURE

Please share the entire organization’s structure in detail, including roles, responsibilities and total number of employees.

KEY BUSINESS INFORMATION

KEY BUSINESS INFORMATION

Publicly Listed Corporate Address(es)

Geographical Service Location(s)

Public listed company Email and Phone Number?

KEY CUSTOMER AND INDUSTRY INFORMATION

KEY CUSTOMER AND INDUSTRY INFORMATION

Please provide a thorough description of the product or service that the company offers.

What are the key industries you have serviced in the past.

Please provide a clear and detailed description of the target audience.

What is the Lifetime Value (LTV) of a client?

What is your Customer Acquisition Cost (CAC) ?

KEY MARKETING INFORMATION

KEY MARKETING INFORMATION

Who makes up the marketing team or agency of your company and what is their expertise?

What is the availability of the marketing staff/agency?

Are you satisfied with your team’s work?

What is your current marketing budget and ROAS (Return on Ad Spend)?

Please provide any metrics such as the Cost Per Lead, or Cost per sale?

KEY MARKETING ASSETS

KEY MARKETING ASSETS

List all marketing materials you have already created for campaigns.

KEY CLIENT ACQUISITION METHODS

KEY CLIENT ACQUISITION METHODS

Please describe your most successful client acquisition methods?

Have you tried or had success with:

Telemarketing/LinkedIn Outreach?

Networking/referrals/events?

Social Media ( Paid or Organic)?

Trade Shows?

Email Marketing?

Partnerships?

Any other?

CLIENT SATISFACTION METRICS

CLIENT SATISFACTION METRICS

Generally what do clients say about you? Please share client survey details, via NPS or others if any?

What do typical good reviews say?

What do typical negative reviews say?

Why do you believe your clients buy from you/choose you?

KEY SALES INFORMATION

KEY SALES INFORMATION

Who makes up the sales team or agency of your company and what is their expertise?

What is the compensation structure for the sales team?

Briefly describe and share (if you have) sales playbook, or process?

Is there a practice of logging sales activities, such as outbound calls made by the sales team in a CRM

What has been the best source of leads in the past for your sales team?

Does your sales team have targets?

Which CRM or ERP does your sales teamwork with?

CURRENT MODE OF OPERATIONS

CURRENT MODE OF OPERATIONS

What was the revenue for the last fiscal year?

What has revenue growth looked like in the past 3 to 5 years?

PRODUCT/SERVICE VALUE PROPOSITION

PRODUCT/SERVICE VALUE PROPOSITION

What is the primary value that your product or service provides to customers?

How does your product or service stand out from that of your competitors?

SWOT ANALYSIS

SWOT ANALYSIS

What do you feel are the strengths of the company?

What do you feel are the weaknesses of the company?

What do you feel are the opportunities for your company to explore?

What do you feel are the Threats facing your organization?

EXTERNAL ISSUES

EXTERNAL ISSUES

External issues faced in any business can vary, what are some external factors that could help or hurt the business?

COMPETIVE REVIEW

COMPETIVE REVIEW

Who are the most significant competitors (or companies you idealize) for your company?

Additional Remarks (if any)

Opt-In:

By checking, I confirm that I am providing the information to WSI Digital and this information shall become part of the project assets. WSI will prevent unauthorized access as per published terms and conditions.

Person who filled out this questionnaire.

email address:

Phone Number

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