Please Fill Out The Form Below Step 1 of 10 10% Name* First Last Phone*Email* Business DiscoveryBefore we can consult with you on your business we need to first understand a bit about your business. Do you have a mission statement?YesNoMission StatementThe mission statement is designed to identify what your company’s message is to you and your staff. Ask yourself: “What is the Company’s Mission?”ELEVATOR OR CART TO TEE STATEMENT This section is the statement you utilize when you introduce yourself. My company does ‐ what? I do ‐ what? Short and brief to get someone to ask questions about this statement; this allows you to go into more detail after they ask the question. (Should be one sentence)DETAILED DESCRIPTION OF YOU BUSINESS STATEMENTThis section is designed to encompass all of the above, as it is called the “19th hole” statement. This is a more detailed conversation of what you do, how you do it and how you have helped many other people doing what you do.What do you or what does your business focus on? Business Finance Consulting Business/Succession Planning Tax Planning Pre-retirement Financial Planning Income Planning Budgeting Debt Consolidation Estate Planning Risk Tolerance Estate Optimization Current Client and Prospect ReviewHow often do you communicate with clients?Very often (3 or more times per week)Often (at least twice a weekSometimes (maybe once a week)Not often (less than once a wee)Methods of communication: Email/Newsletter Direct Mail Client Events Podcasting SMS/Voice Mail Broadcasting Social Media Direct Messaging Face To Face or Virtual Meetings Live Streaming/Video Production/Webinars Topics you engage clients/prospects with? (Check All That Apply) We currently don’t engage or have an engagement strategy Satisfaction surveys Market updates New product offerings Content related to their general interest Holiday cards Other How do you currently receive prospects or generate leads?Do you currently utilize a CRM system to manage clients and prospects?YesNoWhat is the name of the CRM?Why are you not using a CRM?Do you have a data base of client or prospect information?YesNoHow big is your data base?Top 5 Clients - Where did they come from?Have you recieve any referrals from your top 5 clients?YesNoHow many referrals did you get?Current client average net worth? Community Involvement DiscoveryCommunity involvement is a great message and topic to promote on your social media channels. Are you actively involved or have been involved with any groups, clubs, charities, or networking groups?YesNoPlease describe the involvement.Do you document and post this to your social media?YesNoDo you promote or boost the post with ad dollars?YesNo Workshops/Webinar DiscoveryMany advisors and agents perform educational workshops or webinars. That said, and why we ask is because the promotion of these via digital media is very successful.Do you do workshops or webinars?I do workshopsI do webinarsI do bothI would like toHow often do you perform them?Method of promotion / Invite for the workshop? Direct Mail E-Mail Social Media Website Other On a whole what was your level of success with the promotion of the workshops and are you satisfied with it? Website / Video Status ReviewYour website acts as the hub for all your digital media outlets. Therefore it is important to review how your website is complementing your social media. In addition to that video is a proven method to increase consumer engagement. This is a great asset to feature on digital media as well as your website. Do you have a logo?YesNoDo you currently have a website?YesNoWhat is your website URL?Do you have educational content on your website or value-added downloads for clients or prospects?YesNoDo you utilize video for communicating your brand?YesNoURL of where you video is publishedURL of where you video is publishedWhat is the message in your videos?Have you ever done SEO (Search Engine Optimization) on your website?YesNoDo you have any lead capture systems or strategies built into your site to generate leads?This does not include standard contact us forms. Social Media ReviewWhat Social Media profiles do you currently have and on which networks? Facebook Linked In YouTube Twitter Instagram Pinterest Other If you could only choose one, what do you believe your primary purpose on social media should be?Not SureCreate Brand AuthorityTo Engage and NetworkPromote My Product and ServicesHave you had any success stories with social media?Have you done any social media or digital advertising before?YesNoWhat was your experience with that advertising? Are you still doing it? If not, then why?What do you hope to achieve using digital media? How will you know you’ve achieved it?Do you have a tracking pixel installed on your site.Platforms such as Facebook and Linked in offer tracking pixels to install on your website for optimizing advertising efforts. YesNoI have no ideaWhat are the biggest barriers to your success on social media? General lack of understanding Confused about the advertising options Not enough time to manage Inability/Lack of understanding on how to convert prospects Don't know what type of content to publish Not sure of which platform to use Other Do you keep track of analytics on your social media?YesNoNot as good as should beHow does social media fit into your business growth plan?We don’t have a documented business growth planIt’s currently not written in our growth plan, but we know we need itNot sure how it fitsI have an idea of how it fitsPlease explain how you see it fitting and how it could help you achieve you goals. Target AudienceDescribe Your Target AudienceWhat is their age? 25-35 35-45 45-55 55-65+ What best characterizes your target audience? (Check All That Apply) Pre-Retirees Retired Business Owners Professionals Growing Families College Students General Interests of your target demographic? Outdoor Activities Recreational Sports Home Construction Food/Beverage Theater/Arts Real Estate Investing Professional Sports Music Other Not sure Average Household Income? 70k - 100k 100k - 200k 200k - 300k 300k - 400k 400k + What issues matter to your Target Audience?Who else (businesses/people) does your target audience engage with? Local Businesses Local Charities Local Schools/Colleges Local Employers List Top 3 Local BusinessesList Top 3 Local CharitiesList Top 3 Local Schools/CollegesList Top 3 Local Employers Your Brand MessageWhat is the main message your brand is trying to communicate?What makes your brand different from others?Why do people choose you/your business over your competitors?Please describe what makes you different from othersDo you have a vision for your brand?I don’t have a vision for my brandI have a visionElaborate on what you vision your brand looking likeDo you have branding material such as a capabilities brochure?YesNoDo you have other branding materials? Content Publishing Topics and RequirementsDoes your social post and content go through a compliance approval process?YesNoWhat type of content does your audience respond to best (if known)?: Memes Comics Did-you-knows/fact based posts News related posts Blogs Personal opinion based posts Other I’m not sure What type of content do you want to create for your audience?: Informational Post Educational Video Inspirational Quotes Relevant Market Blog Posts Email Newsletter Podcast Other For blog posts, what topics would you like to focus on?: Annuities Retirement Planning Recession Proofing Life Insurance Tax Planning Other List topics that you would want to publish
