Basic Information
Please enter basic information about your company.
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label : Company Name
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label : Project Start Date
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label : Service Purchased Date
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Business Model
Please explain your business model.
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label : Description
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Unique Selling Proposition
What features or services differentiate you from your competitors?
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label : Description
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Swot Analysis
Please briefly describe the following company attributes.
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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?
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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
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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
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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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New Product Introductions
Any new product introductions planned for the next twelve months? If so, what is the timeline for launch?
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label : Description
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CRO & Go To Market
What is your GTM strategy? What has worked and what has not?
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label : Description
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Competitors & Differentiators
Please list your top 3-5 competitors and your differentiators, and list them in rank order.
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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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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
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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
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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
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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
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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
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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
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Product Flows
What are the landing pages and product flows for each product?
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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?
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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?
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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?
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label : Description
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Key Performance Indicators
Which of the following metrics do you actively measure?
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label : New Customer Accounts
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label : Website Visitors
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label : Users
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label : Web Conversions
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label : Number of Phone Callss
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label : Customer Lifetime Value
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label : Cost Per
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label : MQL
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label : SQL
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label : Conversion
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label : Revenue
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label : Revenue Per Account
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label : Profit Margin
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label : Other
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label : Description
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SEM Goals (per month)
Please define the SEM goals (per month) by conversion type, product, service, etc.
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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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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.
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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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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?
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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?
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label : Description
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Access Account
What web analytics platform(s) are you using?
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label : Description
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Marketing & Design Collateral
Link to creative assets on shared drive. (Box, Google Drive etc.) Logos, images, illustrations, etc.
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label : URL
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label : file
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label : URL
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label : file
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label : URL
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label : file
Additional Collateral
Please provide the following (if possible):
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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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