Are You a Good Candidate for Group Marketing Coaching? Survey

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* 1. Please take a moment to tell us who you are:

Name:

Company:

Address:

Address 2:

City/Town:

State:

ZIP:

Email Address:

Phone Number:

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* 2. What industry are you in?

Legal

Financial Advisory

CPA

Banking

Insurance

Consulting

Other (please describe below)

Other Industry:

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* 3. How many years have you been in your profession?

1-3

4-7

8-12

13-17

18-25

Over 25

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* 4. How motivated are you to attract new clients?

Extremely

Very

Somewhat

Not very

Not at all

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* 5. How motivated are you to build relationships with referral sources?

Extremely

Very

Somewhat

Not very

Not at all

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* 6. How many professional referrals have you GIVEN in the past year?

1-3

4-6

7-10

Over 10

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* 7. How many professional referrals have you RECEIVED in the past year?

1-3

4-6

7-10

Over 10

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* 8. Who do you most often refer your clients and contacts to (check all that apply)?

Lawyers

CPAs

Financial Advisors

Bankers

Business Consultants (specify below)

Type of business consultant:

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* 9. Have you ever participated in any type of business or marketing group? If yes, which one(s)?

Yes (please identify below)

Other groups you have participated in:

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* 10. How willing are you to make introductions to your contacts of qualified people you would meet in a PSM marketing coaching group?

Extremely

Very

Somewhat

Not very

Not at all

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* 11. How willing are you to follow up with referrals other group members make to you?

Extremely

Very

Somewhat

Not very

Not at all

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* 12. How confident are you that you are fully serving your existing clients with all -- or most -- of the services you/your firm offer?

Extremely

Very

Somewhat

Not very

Not at all

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* 13. How active are you in building your reputation in the community (volunteering, speaking writing articles)?

Extremely

Very

Somewhat

Not very

Not at all

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* 14. How happy are you with your current income?

Extremely

Very

Somewhat

Not very

Not at all

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* 15. In an average week, how many hours do you spend on marketing?

Over 10 hours

5-10 hours

2-4 hours

1-3 hours

Very little

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* 16. If you work with a PSM marketing coach, how many hours would you be willing to dedicate to your marketing efforts per week?

Over 10 hours

5-10 hours

2-4 hours

1-3 hours

Very little

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* 17. How willing are you to be held accountable to reaching your marketing goals?

Extremely

Very

Somewhat

Not very

Not at all

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* 18. If you were to give yourself a letter grade in marketing, what would it be (be honest)?

Comments on your grade:

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* 19. What are your biggest challenges in marketing your practice?

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* 20. What have you tried in the past that has NOT worked?

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* 21. How many years do you plan to continue working (answer next question if 5 or less)?

1-3

4-7

8-12

13-17

18-25

Over 25

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* 22. Do you have a succession plan for your practice?

Yes

I really should

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* 23. Where would you prefer group marketing coaching meetings be held?

Minneapolis

St. Paul

Eastern Suburbs

Western Suburbs

Southern Suburbs

Northern Suburbs

Ideal meeting location:

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* 24. What time of day works best for you (check all that apply)?

Breakfast - 7:30 a.m. - 9:30 am.

Mid-Morning - 10:00 a.m. - 12:00 p.m.

Over Lunch - Noon - 2:00 p.m.

Mid-Afternoon - 3:00 p.m. - 5:00 p.m.

Other (please specify)

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* 25. Are you committed to attending six group marketing coaching sessions over the next 12 months?

Yes

I need flexibility

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* 1. Please take a moment to tell us who you are:

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* 2. What industry are you in?

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* 3. How many years have you been in your profession?

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* 4. How motivated are you to attract new clients?

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* 5. How motivated are you to build relationships with referral sources?

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* 6. How many professional referrals have you GIVEN in the past year?

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* 7. How many professional referrals have you RECEIVED in the past year?

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* 8. Who do you most often refer your clients and contacts to (check all that apply)?

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* 9. Have you ever participated in any type of business or marketing group? If yes, which one(s)?

Question Title

* 10. How willing are you to make introductions to your contacts of qualified people you would meet in a PSM marketing coaching group?

Question Title

* 11. How willing are you to follow up with referrals other group members make to you?

Question Title

* 12. How confident are you that you are fully serving your existing clients with all -- or most -- of the services you/your firm offer?

Question Title

* 13. How active are you in building your reputation in the community (volunteering, speaking writing articles)?

Question Title

* 14. How happy are you with your current income?

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* 15. In an average week, how many hours do you spend on marketing?

Question Title

* 16. If you work with a PSM marketing coach, how many hours would you be willing to dedicate to your marketing efforts per week?

Question Title

* 17. How willing are you to be held accountable to reaching your marketing goals?

Question Title

* 18. If you were to give yourself a letter grade in marketing, what would it be (be honest)?

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* 19. What are your biggest challenges in marketing your practice?

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* 20. What have you tried in the past that has NOT worked?

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* 21. How many years do you plan to continue working (answer next question if 5 or less)?

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* 22. Do you have a succession plan for your practice?

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* 23. Where would you prefer group marketing coaching meetings be held?

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* 24. What time of day works best for you (check all that apply)?

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* 25. Are you committed to attending six group marketing coaching sessions over the next 12 months?

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* 26. Anything else we should know about you?