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Business Plan Assessment Questionnaire
If you don't have a plan this will help you formulate one on paper. If you do have one this could act as a good reference to compare it to.
A copy of this form will be emailed to you upon completion.
Step 1 of 7
14%
Business entity structure:
*
Corporation
Partnership
LLC
LLP
PLLC
Sole Proprietorship
Date Business Created:
Date Format: DD slash MM slash YYYY
How many founders?
Please enter a number greater than or equal to
1
.
How many stock holders?
Please enter a number greater than or equal to
1
.
Website status
*
-select-
I need a website
My site needs work
I have a great website
I have a good site but it's not making money
Provide URL if you have a website
Type Of Business
*
- select -
We sell products
We offer services
We offer both products & services
What industry are you in?
*
What type of products?
*
We sell retail products
We sell digital products
We sell informational products
All of the above
How many products?
*
Please enter a number from
1
to
9999999
.
What type of services?
*
Consulting
Training
Advertising
Technical
Accounting
Research
Financial
Insurance
Health
Medical
Employment
How many different services?
*
Please enter a number less than or equal to
9999999
.
Briefly describe what you sell:
*
You have products or services that:
*
Are NEW to the market
Are ESTABLISHED in the market
Improve on NEW products or services
Improve on ESTABLISHED products or services
Check all that apply
What is the size of your target market?
*
Potentially millions per year
Potentially tens of millions per year
Potentially hundreds of millions per year
Potentially billions annually
How established is your business?
*
Just starting out
Established but local only so far
Starting to go regional
Locally dominate
Starting to go national
Nationally dominate
Internationally established
You are protected by:
*
Domain name registration
Common law copyright
Registered copyright
Local trade name
State entity registration
Federal trade/service mark
Patent pending (Provisional)
Utility Patent Issued
Design Patent Issued
Check all that apply
Please describe the problems your target customers face:
*
Please describe how your products/services solve those customer problems:
*
Describe the benefits your target market receives from doing business with you:
*
What advantage does your company have over the competition?
*
What could go wrong that would ruin everything?
*
Online marketing channels you use now or have used:
*
Website
Shopping cart
Blog
Guest blogging
Email newsletter
E-brochure
Paid ad in industry relevant email newsletter
Web contests on your website
Web contests on industry related websites
Web give-a-ways on your site
Web give-a-ways on industry related websites
Non-Paid Social Media - Facebook, Twitter, etc.
Paid Social Media Promotions
Pay Per Click with Google, Yahoo or Microsoft
Pay Per Click with Phone Book Websites
Media buys on industry related websites
Pay per view - Toolbar ads
Search engine optimization
Outsourced click labor - research, contact forms, email solicitations
Not all online forms of advertising/communicating with your target market are effective enough to provide a return on investment. Don't worry if you haven't tried all these strategies yet.
Traditional marketing channels you use now or have used:
*
T.V.
Billboards
Newspapers
Magazines
Direct mail
Radio
Local events
Product sample give-a-ways
Trade shows
Industry conferences
Customer referrals
Sister industry referrals
Joint ventures
Direct phone sales
Professional telemarketing
Auto dialer campaigns
Just because you haven't use one of these strategies successfully doesn't mean you should. Some advertising does not work well for some products/services.
What Has Worked?
*
Briefly describe what marketing techniques have worked best for your specific business.
Acquisition Costs
*
Please Guestimate Your Current Cost Per Acquisition. You can take total monthly marketing budget spend divided by the number of new clients per month.
This is the section on your competition. Knowing who they are and their strategies is one of the most important things you should study. If you don't already know the answers this will be a good exercise anyway.
Top competitors name:
*
First
Last
Top competitors website
*
Summay of top competitor's strategy:
What are they doing online? What are they doing offline?
Second highest competitor's name
*
First
Last
Second highest competitor's website
Summary of second highest competitor's strategy
Third highest competitor's name
*
First
Last
Third highest competitor's website
Summary of third highest competitor's strategy:
We know it sometimes sucks to have to go through all this but we assure you that in the end you will be happy you made it this far. This also shows us you are at least serious about your business and are willing to put forth effort to run it correctly. Great Job!
Where do you want a copy of this questionnaire sent to?
*
Your Contact Info
*
First
Last
Main Number
*
Comments
This field is for validation purposes and should be left unchanged.