Client Meeting Guide V6

(Take with you during new appointments)

Date:
Business Name:
Meeting Contact Names ____________________________________
____________________________________ ____________________________________
____________________________________ ____________________________________

Opening (Ask questions about their business & goals):

“Before we begin, I would like to learn more about your business, customers,
and goals, so I can make the best recommendations for a growth strategy.”

Number of employees: _________

(GEO’s)How far are people willing to drive? What areas are you looking to pull new business from?:
____________________________________________________________________

Core Areas of Revenue (%):

***this is how they earn, example: 100% - Product Sales

o   _____% ____________________________ Desired %:_______ Ave Cust Value: $______

o   _____% _____________________________Desired %:_______ Ave Cust Value: $______
o   _____% _____________________________Desired %:_______ Ave Cust Value: $______

How many more customers can you take on without adding any more employees?
_______X Ave Cust Value =$________________(what they are missing)

What does your ideal customer look like: Budget Questions:

Annual Rev $_____________

Rev x .04 = $____________

o   _____________________________________
o   _____________________________________
o   _____________________________________
o   _____________________________________
How are you marketing your business today? What do you spend on it? 

o   ____________________________________$_________________Exp Date:_________

o   ____________________________________$_________________Exp Date:_________
o   ____________________________________$_________________Exp Date:_________
Total $ (Monthly):_________________

Goals for the Business (“If I was to come back here in 3 years, how would things be
different?”)

o   _____________________________________
o   _____________________________________
o   _____________________________________

“What makes you different and why do people do business with you?”

o   ____________________________________________________________________

KEY QUESTION: HOW IS YOUR CURRENT WEBSITE / MARKETING

SUPPORTING YOUR GOALS?

Proposed Products Needed ( Your Initial Estimate for 2 mtg):

nd

o   __________________________________
_____________________________________
_____________________________________

Next Steps / Action Items In Process: