needs assessment pre-call questionnaire
Company Name Contact Name
Contact Title Address: Address: City: ST Zipcode
Phone (xxx-xxx-xxxx): Fax (xxx-xxx-xxxx) Email
Web url Briefly describe your organization (products/services, retail or wholesale) Briefly describe your target market Briefly describe your Unique Value (Selling) Proposition Length of time in business (years) Number of employees
Do you have a dedicated marketing dept? Yes No Do you have a marketing budget? Yes No
Do you have a Mission Statement? Yes No If so, what is your mission statement? What are your immediate goals and objectives? What are your long-term goals/objectives? What are your strengths? Your weaknesses? Do you have a strategic marketing plan? Yes No
Do you participate in social media network sites? Yes No If yes, briefly describe your participation (ie, twitter, facebook, blogs, etc) Do you have a strategic Social Media Marketing Plan? Yes No
Do you have a prospect database? Yes No Do you send marketing emails? Yes No
Do you currently have a newsletter? (electronic and/or print) Yes No What are you looking to learn from this Needs Assessment Review? Any other thoughts, questions, comments.
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