Roadmap Intake Questionnaire

Fill in this intake questionnaire to the best of your ability. Everything is covered under our non-disclosure agreement. The more detail you give here, the more we’ll be able to help your business.

Your Name (required)

Your Email (required)

Subject

Business

What products or services do you have available to offer now?
Please fill this out, the best you can

How are your products and services cross-sold or up-sold? Do you have anything in place that increases the customer lifetime value besides customers deciding to come back for more?
Please fill this out, the best you can

What are your best-selling products or services? Worst-selling? And why?
Please fill this out, the best you can

Of the people who visit your website each month, what % of them convert to customers?
Please fill this out, the best you can

How many customers do you have total?
How many buy just the one-off products?
Please fill this out, the best you can

What email marketing, if any, are you doing now?
(Broadcast newsletters, subscriber onboarding, post-purchase up-selling or cross- selling, etc.)
Please fill this out, the best you can

Demographic

For your ideal customer, what do they buy first? What leads them to your website or other online channels?
Define your ideal consumer, client or customer?
Please fill this out, the best you can

What resistance do people have in buying your products?
Please fill this out, the best you can

What is your Unique Selling Proposition? or Why do people buy from you and not your competitors?
Please fill this out, the best you can

Financial

Without introducing any new products, what realistic monthly sales figures would make this project a success?
What increase in monthly sales would make this a home-run?
Please fill this out, the best you can

What is the average value of a customer?
(Easy formula: Total annual sales / number of invoices per year. This is your average sale per year)
Please fill this out, the best you can

What percentage of customers buy just once, and what percentage buy again?
Please fill this out, the best you can

What are you currently spending your advertising dollars on?
(please be specific as to the marketing initiative and how much per month)
Please fill this out, the best you can