Company Details

  • Basic Information
    Company Name

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    Project Start Date

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    Service Purchased Date

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  • Business Model

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  • Unique Selling Proposition

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  • Swot Analysis
    • Strengths

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    • Weakness

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    • Opportunities

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    • Threats

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  • Top Products Or Services
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    Product or Service:

    Name

    Average Lob Annual Value

    Name

    Length of Sales Value

    Name

    % of Current Revenue

    Name

    Desired % of Revenue

    Name

    % Focus

    Name

  • New Product Introductions

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  • CRO & Go To Market

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  • Competitors & Differentiators
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  • Points Of Contact
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Sales & Target Market

  • Product Flows

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  • Sales Process

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  • Seasonality
    • Description

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  • Target Audience, Channels, KPIs

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Goals & Objectives

  • Key Performance Indicators
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  • SEM Goals (per month)

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  • SEO Goals (per month)

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  • Digital Advertising Goals

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Website Configuration

  • Editing Content & Source Code

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Analytics, Tagging & Platforms

  • Access Account

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Marketing & Design

  • Marketing & Design Collateral
    • URL

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    • URL

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    • URL

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  • Additional Collateral
    • Product sample, demo account, or login for free account for online service (if applicable):

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    • Please attach any previously completed reporting and analysis about your company.

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    • Any testimonials or endorsement letters from customers:

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    • Any buyer personas for target customers:

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    • Recommended background reading:

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