New Client Questionnaire New Client Questionnaire Please provide the information below to help us learn about you and your practice. We are looking forward to working with you! NameFirstLast Email Address Street Address Street Address Line 2 City State / Province / Region Postal / Zip Code AfghanistanAlbaniaAlgeriaAndorraAngolaAntigua and BarbudaArgentinaArmeniaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBhutanBoliviaBosnia and HerzegovinaBotswanaBrazilBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCentral African RepublicChadChileChinaColombiaComorosCongo (Brazzaville)CongoCosta RicaCote d'IvoireCroatiaCubaCuracaoCyprusCzech RepublicDenmarkDjiboutiDominicaDominican RepublicEast Timor (Timor Timur)EcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFijiFinlandFranceGabonGambia, TheGeorgiaGermanyGhanaGreeceGrenadaGuatemalaGuineaGuinea-BissauGuyanaHaitiHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJordanKazakhstanKenyaKiribatiKorea, NorthKorea, SouthKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMauritaniaMauritiusMexicoMicronesiaMoldovaMonacoMongoliaMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew ZealandNicaraguaNigerNigeriaNorwayOmanPakistanPalauPanamaPapua New GuineaParaguayPeruPhilippinesPolandPortugalPuerto RicoQatarRomaniaRussiaRwandaSaint Kitts and NevisSaint LuciaSaint VincentSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbia and MontenegroSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSpainSri LankaSudanSurinameSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTogoTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTuvaluUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUzbekistanVanuatuVatican CityVenezuelaVietnamWalesYemenZambiaZimbabwe Country Phone Website: Facebook Business Page: Twitter Page: Instagram Page: LinkedIn Business Page: Please tell us a little about the history of your practice: How is your practice different from your competition? How many people are on your team and what are their roles? Who is your ideal client? What is the most successful marketing activity you have done? What were the results? How do you currently educate clients and prospects?EmailBlogVideosEventsRadio/podcastWebinarsNewsletters What are you currently using for your digital storefront?WebsiteFacebookLinkedInTwitterYoutubeInstagramLanding PagesBlog How are you engaging with prospects and clients?EventsReferralsCOI mktngSeminarsPrint AdsDirect MailRadioTVNetworkingSocial Media Do you have a defined marketing strategy?YesNoKind of How will you judge the success of your future marketing programs? Who on your team is responsible for following up with new prospects? How would you describe your current prospecting and onboarding process? Where do you see the biggest opportunity for growth in your current marketing strategy? Monthly marketing budget"$ 0 to $ 750$ 751 to $ 2,500$ 2,501 to $ 5k$ 5,000 + Are there any marketing activities which you think do not fit your current practice? SubmitReset
