Strategic Questionnaire

Marketing (Social Media, Advertising, SEO, Analytics, etc.)

1. Are there other markets you'd like to be in?

2. Do you have a YouTube Channel?

3. Do you currently have a marketing plan?

4. What marketing activities do you participate in?

5. How do you currently track success of your marketing initiatives?

6. What are your marketing pain points? For example: Leveraging social media.

7. In your practice, whose role is it to develop new business?

8. What are the sources of new business in the last 12 months?

9. When growing your firm's business, how important is each of the following?

a. New client acquisition
b. Growing wallet share of existing clients
c. Acquiring books of business

10. What is your client acquisition strategy?

11. When attempting to acquire new clients, how important is each of the following?

a. Referrals
b. Where do most of your referrals originate?
c. Community Involvement/events
d. Digital Marketing Strategy
e. New client seminars

12. What practice goals have you set for the end of the year?

13. How did you grow your practice previously?

14. Do you have a target goal for leads per year?

15. Top 3 priorities for the remainder of year?

16. What long term goals do you have planned for your firm?