Basic Information

Please enter basic information about your company.

  • label : Company Name

    value : d

  • label : Project Start Date

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  • label : Service Purchased Date

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Business Model

Please explain your business model.

  • label : Description

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Unique Selling Proposition

What features or services differentiate you from your competitors?

  • label : Description

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Swot Analysis

Please briefly describe the following company attributes.

  • label : Strengths

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  • label : Weakness

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  • label : Opportunities

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  • label : Threats

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Top Products Or Services

What features or services differentiate you from your competitors?

  • label : Product OR Service

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  • label : Average lob annual value

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  • label : Length of sales value

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  • label : % of current revenue

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  • label : Desired % of revenue

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  • label : % focus

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  • label : Product OR Service

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  • label : Average lob annual value

    value :

  • label : Length of sales value

    value :

  • label : % of current revenue

    value :

  • label : Desired % of revenue

    value :

  • label : % focus

    value :

  • label : Product OR Service

    value :

  • label : Average lob annual value

    value : ,

  • label : Length of sales value

    value :

  • label : % of current revenue

    value :

  • label : Desired % of revenue

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  • label : % focus

    value :

New Product Introductions

Any new product introductions planned for the next twelve months? If so, what is the timeline for launch?

  • label : Description

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CRO & Go To Market

What is your GTM strategy? What has worked and what has not?

  • label : Description

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Competitors & Differentiators

Please list your top 3-5 competitors and your differentiators, and list them in rank order.

  • label : COMPETITOR

    value :

  • label : PRODUCT LINE

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  • label : Differentiator

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  • label : COMPETITOR

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  • label : PRODUCT LINE

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  • label : Differentiator

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  • label : COMPETITOR

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  • label : PRODUCT LINE

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  • label : Differentiator

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Points Of Contact

Contact information of key contributors

  • label : Name

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  • label : Title

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  • label : Email Address

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  • label : Phone Number

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  • label : Name

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  • label : Title

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  • label : Email Address

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  • label : Phone Number

    value :

  • label : Name

    value :

  • label : Title

    value :

  • label : Email Address

    value :

  • label : Phone Number

    value :

  • label : Name

    value :

  • label : Title

    value :

  • label : Email Address

    value :

  • label : Phone Number

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  • label : Name

    value :

  • label : Title

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  • label : Email Address

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  • label : Phone Number

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Product Flows

What are the landing pages and product flows for each product?

  • label : Description

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Sales Process

Please walk us through the steps of your sales process, from after you receive an application from the website until the lead becomes a customer. What is the typical length of your sales cycle and what are the touch points as they go through that cycle?

  • label : Description

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Seasonality

Does your product have any major sales cycle seasonality? For instance, for longer purchase cycles does your product have a yearly budget consideration?

  • label : Description

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  • label : file

Target Audience, Channels, KPIs

What are the top 3-5 job roles that you need to target?

  • label : Description

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Key Performance Indicators

Which of the following metrics do you actively measure?

  • label : New Customer Accounts

    value : checked

  • label : Website Visitors

    value : unchecked

  • label : Users

    value : unchecked

  • label : Web Conversions

    value : unchecked

  • label : Number of Phone Callss

    value : unchecked

  • label : Customer Lifetime Value

    value : unchecked

  • label : Cost Per

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  • label : MQL

    value : unchecked

  • label : SQL

    value : unchecked

  • label : Conversion

    value : unchecked

  • label : Revenue

    value : unchecked

  • label : Revenue Per Account

    value : unchecked

  • label : Profit Margin

    value : unchecked

  • label : Other

    value : unchecked

  • label : Description

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SEM Goals (per month)

Please define the SEM goals (per month) by conversion type, product, service, etc.

  • label : KPIs

    value :

  • label : Current Metric (AVerage Based on Last 2 Months)

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  • label : GOAL METRIC

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  • label : KPIs

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  • label : Current Metric (AVerage Based on Last 2 Months)

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  • label : GOAL METRIC

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SEO Goals (per month)

Please define the SEO goals (per month) by conversion type, product, service, etc.

  • label : KPIs

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  • label : Current Metric (AVerage Based on Last 2 Months)

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  • label : GOAL METRIC

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  • label : KPIs

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  • label : Current Metric (AVerage Based on Last 2 Months)

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  • label : GOAL METRIC

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Digital Advertising Goals

For any Digital Advertising Campaign, what are your top 3-5 strategic goals for the next twelve months?

  • label : Description

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Editing Content & Source Code

Are you using a Content Management System to publish pages of your website, like WordPress or Drupal?

  • label : Description

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Access Account

What web analytics platform(s) are you using?

  • label : Description

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Marketing & Design Collateral

Link to creative assets on shared drive. (Box, Google Drive etc.) Logos, images, illustrations, etc.

  • label : URL

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  • label : file

  • label : URL

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  • label : file

  • label : URL

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  • label : file

Additional Collateral

Please provide the following (if possible):

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

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

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  • label : Any testimonials or endorsement letters from customers:

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  • label : Any buyer personas for target customers:

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  • label : Recommended background reading:

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