needs assessment pre-call questionnaire

Company Name 

Contact Name    

Contact Title 

Address: 
Address: 

City:    ST    Zipcode   

Phone (xxx-xxx-xxxx):

Fax (xxx-xxx-xxxx)  

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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