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1. Survey Information

After providing your contact info (we do need to know who you are and where you are),continue with the questionnaire. This is the info we need to begin your Two Year Marketing Plan.

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* 1. Please provide the following information.

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* 2. Your business website:

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* 3. Current assets under management:

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* 4. Number of Households, i.e., buying units:

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* 5. # client referrals received in the last 12 months:

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* 6. # client referrals who become clients:

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* 7. Average assets per new household from a referral that became a client:

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* 8. Number of client events of each type listed below that you did last year:

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* 9. # of clients who brought a guest to an event in the last 12 months:

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* 10. # of guests that became clients:

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* 11. How many strategic partners do you have?
Note: A strategic partner is someone you send referrals to and who sends referrals to you.

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* 12. How many strategic partner referrals did you receive in the last 12 months?

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* 13. How many Strategic Partner referrals became clients in the last 12 months?

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* 14. When a referral from a strategic partner becomes a client, how many assets, on average, do you bring in?

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* 15. How many "connections" do you have? 
Note: A "connection" is someone that you know that you would like to do business with but who might feel awkward because of the nature of the relationship if you solicited their business directly.

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* 16. How many "connections" have become clients in the last 12 months?

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* 17. When a "connection" becomes a client, on average, how many assets do you bring in?

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* 18. Do you currently or have you recently done prospect seminars? 

IF YOUR ANSWER TO #17 IS YES: Please answer the following questions.  VERY IMPORTANT: you may not have kept accurate stats.  Assuming you did not keep such info, guess.

If NO, you are finished. Please click Done at the bottom of this questionnaire.

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* 19. How many seminars did you do during the last 12 months?

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* 20. On average, what was the response rate to your mailings?
Note: If you sent out 2500 invitations and had 25 buying units respond, your response rate was 1%. We want response rate measured in terms of buying units not individuals.

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* 21. What was your show-up rate?
Note: If ten buying units accepted the invitation and seven show up for the seminar, the "show-up rate" is 70%.

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* 22. What was your appointment request rate?
Note:  After the seminar, you should have had your attendees fill out a "post seminar report card."  There should be a place on that report card for the attendee to request an appointment. If you had 12 buying units and 3 requested an appointment, the "appointment request rate" is 25%.

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* 23. What is the appointment set rate?
Note: If you had ten buying units attend and set appointment with five, the appointment set rate is 50%.

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* 24. What is the appointment show-up rate?
Note:  If you set 8 appointments and 8 show up for a first appointment, your appointment show up rate is 100%.  If four show up, it is 50%.

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* 25. What is your close rate?
Note: If four buying units show up for a first appointment and one becomes a client in the next reasonable period of time, say 3 months, you close rate is 25%.

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* 26. On average, how many assets do you bring in per new seminar client?

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* 27. How many assets did you raise from seminars in the last 12 months?

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* 28. How much did you spend on all the seminars last year?

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