Financial Form Preview Email Firm Name * Location(s) * Primary Contact First Name * Primary Contact Last Name * Email Address * Individuals for follow-up interview: Email Address(es) of individuals for follow-up (separate addresses with comma). Please list the number of Personnel & how they break down by category and thumbnail of areas of responsibility (Number of partners, associates, staff etc.) Please list areas of business, if applicable, with ballpark breakdown on percentage of business (does this breakdown roughly mirror profit centers?) How do you measure and analyze how you gain clients overall or in each of these area of your practice? Do you have a meaningful profile of your current clients that can be helpful for targeting potential clients? Is a composite profile of your clients meaningful or are profiles by segment types a better indicator? Are you affiliated with a larger business/organization? Please briefly explain how the marketing relationship works with the national brand, what support and materials you may receive, such as co-op programs, and other resources that support your brand identity? What constraints/protocols for marketing activities are required by the affiliation? Please list the marketing tactics and activities your firm utilizes. Please indicate, if possible, the annual cost of each of these (ballpark). (Bullet points are fine but please provide some explanation for any that need it.) (Collect of file of printed materials as well). Do you have a specific marketing line in your budget? If not how are specific marketing tactics charged? What technology/software are you using for marketing and/or customer servicing? Who maintains it? What is your analysis of its effectiveness in boosting business and building relationships with clients? What is your greatest source of pride about your business? Has the firm or individuals in the firm received any recognition, awards, accolades or had significant recent accomplishments? Have you publicized this and/or incorporated it into your marketing? How do you approach marketing practices? Who decides what marketing activities you pursue and what is the process to make that decision? What is your analysis, if any, of the effectiveness of the marketing tactics and activities you currently use? Does your firm have a strategic plan and is marketing a part of it? Is your strategic planning process regular and structured? Please articulate your firm’s unique selling proposition - what differentiates you from other firms. What values, traits and abilities best represent what your firm is all about? Consider the above question in a different way: Why should a customer choose to work with you vs. anybody else? Would this answer be articulated in the same way by others in the firm? Why or why not? Would this brand message be articulated by your clients? Why or why not? Would this brand message be articulated by other professional colleagues and opinion leaders in your market? Why or why not? Who are your primary competitors? Why? What are their strengths & weaknesses relative to your firm? How would you articulate their unique selling proposition? How do they communicate it? Have you measured and/or analyzed the amount of firm time spent on review of marketing opportunities and activities? Do you have a ballpark figure for the value of this time? Do you think this is a reasonable amount of time and expense or could this time be better used? What are the strengths of your marketing tactics and activities? What would you like to see improved and why? Are there any other aspects of your firm’s practice that you believe are unique and valuable? What are your expectations for the outcomes/benefits of the communication audit and marketing plan? Any other comments, ideas? Is your submission Complete? * No, save my entries and I will return to finish Yes, Please submit my responses
