Knowledge Transfer
Client Intake
Step
1
of
8
12%
Industry
Please select your business category
Real Estate
Financial Services
Medical
B2C E-Commerce
B2B Products / Services
Company Name
Number of Years in Business
Less than 1 Year
1 - 3 Years
3 - 5 Years
Over 5 Years
Description of Products / Services
Briefly describe your core business model.
Average Order Value
What are the average order values (AOV) and margins on these services?
Other revenue producing services/products?
Are there any ancillary products and/or services that you offer as upsells, add-ons or cross-promotions?
Offers & Promotions?
Do you offer any specials? (X% Off, 0% Financing, No Tax, etc.)
Promotional Calendar
Do you have a promotional calendar created?
Yes
No
Competitive Analysis
Who are your top 5 online competitors?
What Competitor Do you Feel is Doing the Best and Why?
Please list the competitor from the list above that you feel is the most successful online.
Seasonality: Busiest
What time of year is typically the slowest?
Seasonality: Slowest
Sales Trends
Do you experience weekly or daily sales trends? If so please explain:
Sales Cycle
Please provide some insight into your current sales cycle.
Please explain the flow from initial contact to a paying customer (i.e. contact > consultation > paid service > recurring, etc)
Success Metrics
Do you have a call center?
Yes
No
Do you have more than 1 physical location?
Yes
No
What is your average profit margin? (looking over a month or year)
Do you have a CPA, ROI or profitability metric that you target?
Yes
No
What percentage of total sales does marketing represent currently?
How do you generate most of your business today?
What is your site’s average conversion rate?
Answer N/A if you're not sure.
Additional Information
More Info
Please provide any additional information you feel would be helpful for us to know at this point.
