We just need your name on each new intake so we can gather them all together when completed for your file.
Social Media and Advertising
On what social media channels are you actively engaged with your prospects and clients? *
Engaged meaning actively participating in helpful conversations with prospects and clients, adding value and contributing to the discussion. This does not include where you are PROMOTING your products/services.
What PAID advertising are you currently doing? *
Where are you paying to advertise your products and services?
Email Marketing
If you have more than one list, combine all lists together for the total amount of email addresses you have.
This includes newsletters, broadcast emails, promotional emails, autoresponders, etc.
Have you published at least one book related to your business? *
List all of the domains you own (that you can think of) starting with your primary domain.
How do you use your primary website? *
Select all that apply
Lead Generation
Select the ways in which you get referrals from existing customers *
Third Party Services and Tools
Services include MailChimp, Vimeo, Constant Contact, GoDaddy, WordPress, HubSpot, LeadPages, OctaChat, Squarespace, OntraPort, Infusionsoft, Fiverr, Google AdWords, YouTube, Facebook, LinkedIn, Twitter, Google Analytics, etc.
A CRM is an invaluable tool in developing relationship profiles for prospective clients.