What Bill Good Marketing Can Do For You - Prospects

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* 1. Please provide some demographic and contact information so that we can better help you

Name

Phone #

Company Name/Broker Dealer

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* 2. What are you looking to accomplish in the next 2 years? (Check all that apply)

I want to grow my business - maybe even double it!

I want to make my business simpler and more efficient.

I want to focus on taking my client relationships to the next level.

I want to decrease my workload and free up more personal time.

I want to start transitioning out of the industry.

Other (please specify)

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* 3. What's stopping you from achieving your business goals? (Check all that apply)

I don't have the time.

I need more staff.

I don't have a plan.

Other (please specify)

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* 4. If you had more time available each day, how would you spend it? (Check all that apply)

On prospecting

On meeting with clients

On market/investment research

On creating financial plans

On personal hobbies

Other (please specify)

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* 5. Take a look at the list of "40 Things Bill Good Marketing Can Do For You". Which category do you need help in the most, or would like to learn more about?

Bill Good Marketing can save you time

Bill Good Marketing can help you keep what you've got

Bill Good Marketing can help you grow

Bill Good Marketing can help you improve your practice

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* 6. Which area of the Bill Good Marketing System would you be interested in learning more about? (Check all that apply)

Gorilla CRM

Marketing strategies

Letters Library/Document Library

Coaching

Sales Pipeline processes

Marketing campaigns

Time management tools

Other (please specify)

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* 7. What CRM are you currently using?

Redtail

ACT

Goldmine

Grendel

Junxure

Microsoft Dynamics

Sales Force

Wealthbox

In-house CRM

Other (please specify)

Question Title

* 1. Please provide some demographic and contact information so that we can better help you

Question Title

* 2. What are you looking to accomplish in the next 2 years? (Check all that apply)

Question Title

* 3. What's stopping you from achieving your business goals? (Check all that apply)

Question Title

* 4. If you had more time available each day, how would you spend it? (Check all that apply)

Question Title

* 5. Take a look at the list of "40 Things Bill Good Marketing Can Do For You". Which category do you need help in the most, or would like to learn more about?

Question Title

* 6. Which area of the Bill Good Marketing System would you be interested in learning more about? (Check all that apply)

Question Title

* 7. What CRM are you currently using?

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* 8. If you could snap your fingers and improve one area of your business in an instant, what would it be?