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Customer Information

Customer InformationJulie Gorham2020-04-15T15:39:18-08:00

Please fill in the information, below to help us understand more about you and your services. We look forward to learning more about you!

Client Information

Client Information

Required information for client setup

Company Name (If you operate an established business)
Primary Contact*
First Last
Title
Email*
Primary Phone Number*
Alternate Phone Number or General Business Line
Secondary Contact (Business Partner / Decision Maker)
First Last
Website, if you have one. If not, please leave blank
Mailing Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Specific Business Categories, like Construction Contractor Services. Please add your NAISC codes if you know them.*
For details about your specific industry segments, go to https://www.naics.com and perform a product search. Add any and all codes that may apply.
Services you desire or need*
- Select All
- Advertising Services
- Branding and Logo Development
- Chat Services
- Communication & Content Strategy
- Graphic Design - Web, Print, Online, Event Materials
- Inbound Marketing for Lead Generation
- Lead Generation - Online and/or Offline
- Photography & Head Shots
- Printed Materials - Business Cards, Flyers, Brochures
- Website Design and Development
- Web Maintenance & Security
- Signage & Event Materials
- Social Media Marketing
- Branded T-shirts, Hats, Jackets, Pens and/or give-away items
- Other
Please describe any other marketing or advertising needs
What is your annual expected revenue?
When are you looking to begin?

Product & Service Analysis

Product and service sales analysis

Step 1 of 2

50%

This information is most crucial in identifying how your marketing and advertising budget is allocated and why. We will compile this data and provide you with a report that includes insights and recommendations. This becomes paramount to your marketing blueprint which is yours to keep, update and refine.

You owe it to your business and the bottom line to invest the time!

Whether your business is B2B with one service or a few, or a merchant with hundreds of products to consumers, understanding the primary drivers for sales determines what % of your budget is allocated to promote each product and service. Yep, this is how the national leaders do it and this is how Marketing EQ allocates budgets too! Small business with big thinking!

Please fill in up to 10 services or products in the following pages. Or, if you would upload a product and services sales analysis from your accounting program, this will be the biggest help. Feel free to use the attached spreadsheet where you can have unlimited products and services and will allow you to see sales comparisons side-by-side.
Which way works best for you?*
- I have an existing sales analysis spreadsheet to upload
- I'd prefer to follow your process
Sales analysis spreadsheet upload
Accepted file types: csv, pdf, xls.
Okay, let's go! Meet you on the next page.

Product | Service #1

We'll go one by one through your top 10 products or services. Let's start with #1.
Briefly describe this product or service
SIC Code or NAICS Code (OR) Product or service category
This is used by the government to categorize services. This is how we identify market share, competition, and opportunity. We take sales VERY seriously. We hope you do too. If you don't know the code, that's OK.
Annual revenue for this product or service
Please identify the total number of transactions per year
What % of total sales does this service or product represent?
What is your anticipated or desired growth %
Rate this product/service based on quality:
- Best service, best quality, highest cost
- Good quality, good service, average cost
- Lowest quality, lowest service, lowest cost
Do you know the projected growth rate for your industry as it relates to this product or service?
- Yes
- No - I am interested in sourcing trends for my industry
Please describe the predicted growth rate for your industry. What is the source? What year was the report?
Identify the cities, states, providence, regions or countries you serve (OR upload a comprehensive list below if you already have one)
Upload your list of comprehensive service areas, if you have one.
If available and applicable, please upload a sales report by zip code or region
Does your industry identify best practices for targeting in effective service area or specific geographic radius?
- Yes
- No
- I would like to identify best practices, if available
- This doesn't apply to me
Ex: Dentists should only reach five miles around someone's work or home. Understanding this information will prevent over-spending in your market and an effective use of budget.
Is this a seasonal offering? If yes, identify the % of sales by month
- Yes
- No
Please identify the % of your budget that is appropriated by month. Enter only numbers.
January
February
March
April
May
June
July
August
September
October
November
December
Are there differing advertising guidelines per city or state based on your services? If yes, please upload the data here.

We will process this information and be back in touch in several days! Thank you for helping us get to know you better.

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Vancouver, WA 98660

Phone: (360) 737-9888

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