Advantage Positioning Consult – Paradigm Shift Enterprises

Congratulations! This is the first step to changing the way you think about your business.

Competitive Advantage Positioning Consult Audit

We would love to learn more about you! The more we know about your business prior to your consult, the more we will be able to customize our Competitive Advantage Solutions to fit your specific needs. Please answer the following questions as best you can and we will get in touch with you shortly. *Note: You are not required to answer every question, but it is recommended. If you are in a hurry, please focus on 1-9 and 45-51.

Name*
FirstLast
Email*
Phone*
Address
Street AddressAddress Line 2CityState / Province / RegionZip / Postal CodeCountry
Website
1. Name of company(s)?*
2. Years in business?*
3. Positions and responsibilities of executives being interviewed? Final decision maker(s).*
4. Number of non-sales employees by category? (Top executives, managers, staff, line workers, etc.)
5. Number of sales reps? (Inside, outside, etc.)
6. Financial Statements. (Last couple of years and any year to date info.)
A brief summary will sufice. At a minimum, please provide a general idea of Revenue & Profit/Loss for the last few years and this year to date. This is extremely helpful to us in understanding your situation.
7. Provide any of the following you have or use: (Please Upload any documents you have)
A. Marketing Plans B. Marketing Budgets C. Product Line Information -Front and Back End, Prices, Costs, JV Splits, Advertising, etc. D. Compliance Information E. Current Marketing/Advertising Materials F. Marketing/Advertising Statistics (Cost of marketing/advertising, cost per lead, cost per sale, response rates, campaign tracking results, number of leads, number of presentations,closing/conversion rates, repeat sales, lifetime value of a customer, test results, currentcontrols, refunds/cancellations, up-selling, cross-selling, etc.?) *Plus, any or all other financial/statistical information or data you think we should be reviewing.
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8. What are the major problems facing your organization, whether sales/marketing related or not?
9. What problems are you facing that are shared by the rest of your industry?
10. Are there any unique geographic issues?
11. What governmental or regulatory issues are present?
12. How does this company rank in terms of sales, etc. with competitors or others in the industry?
13. What kind of staff/rep turnover have you experienced?
14. Do you assess employees before hiring? During employment?
15. What sales/marketing tools, systems and practices are employed?
16. What are the greatest areas of potential growth which did not materialize in the last couple of years?
17. How are communications handled within the organization?
18. Are there breakdowns in communication?
19. What is the biggest time bomb ticking in the organization?
20. What is the current and desired growth rate of the company?
21. What new products or services do you see as vital in the next few years for the company to continue to grow at the rate it has or better?
22. What is the marketing/sales problem(s)/issue(s) as defined by you?
23. What solutions would you deem acceptable and desired?
24. How are marketing/advertising/sales results currently quantified and measured?
25. What responsibilities/assistance are you looking for from us?
26. Are there any solutions that would be totally unacceptable?
27. What's been done so far to address the problems?
28. Are there any angles or perspectives that you feel need to be explored?
29. Are there any potential resistance barriers we need to be aware of? (Internal and external.)
30. What are the goals of the people responsible for growth and improvement?
31. What are the time frames you are looking for to see results in? (i.e. 60 days, 6 months, 2 years)
32. Are there other problems that underlay the surface problems?
33. Are there any sensitive issues we need to know about?
34. Have you done any studies or market research?
35. What are your targeting methods?
36. What marketing processes are in place for existing customers/clients?
37. Are there any formal customer/client referral strategies in place?
38. Do you have or collect testimonials?
39. What joint venture, strategic alliances, sponsorships, etc., has the company entered into and/orcontemplated but not yet accomplished?
40. What other consultants are currently employed by firm?
a. Name of consultants: b. Assignments given to consultants: c. Results obtained by consultants:
41. What do you like about past or existing consulting relationships?
42. What do you not like about past or existing consulting relationships?
43. Do you have SOP's (Standard Operating Procedures) in place regarding any functions including but not limited to marketing, sales, order taking, customer service, results analysis, new customer acquisition, communications, dissemination of information, new product/service introduction, etc.?
44. Have you ever used celebrities or paid or unpaid endorsements from third parties?
45. What are your personal goals in relation to the business? What aspects do you not like about thebusiness as it now runs that you would like to change due to the effect they have on your personal life?
46. Describe the highest and best use of your time as you see it, and that fits into what you really like doing.
47. Do you have any specific but out of the ordinary goals for the business, such as a public offering, expansion overseas, selling out, taking in partners, etc.?
48. What Unique Selling Propositions do you use for each product/service you offer and promote that answer the question of why people should do business with you over any other options available to them including doing nothing? What benefits do customers derive from using your products and services?
49. What products/services do you think you should be offering that would enhance and improve theusage of your existing products/services and create a higher lifetime value of a customer?
50. Are there any stories about how your business got started or grown that are unusual or interesting?
51. Any other information about your business activities related to marketing/selling/training that wehaven't discussed that you feel is important to have us understand?
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