Blank Form (#4)
Lead Generation
First Name
Last Name
Phone/Mobile
Email
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Demographics
What is your Business?
What industry do you work in?
Technology
Healthcare
Finance
Education
Manufacturing
Other
What is your role in the company?
Executive
Manager
Team Lead
Individual Contributor
Other
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Are you able to attract right kind of Leads?
Yes
No
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Do you know your ideal clients' functional triggers, which makes them want to buy?
Yes
No
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Do you have a content/social media strategy and post content regularly?
Yes
No
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Are you currently building and nurturing an email list?
Yes
No
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Do you offer promotions and incentives to potential new customers?
Yes
No
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Do you offer free content in exchange for their email address?
Yes
No
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Do you put a call to action at the end of every blog or content post?
Yes
No
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Do you have a clear follow-up process for contacting leads generated from your marketing?
Yes
No
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Do you measure the average cost to generate a lead?
Yes
No
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Do you have a CRM or Lead tracking system in house?
Yes
No
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Do you know your 'allowable cost per lead' budget?
Yes
No
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Sales and marketing is an area of your business that you find frustrating?
Yes
No
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Do you have someone to set appointments for your company?
Yes
No
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When people don’t buy straight away, do you follow up with them at a later date?
Yes
No
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Do you have upsells available for existing clients?
Yes
No
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Would you describe your sales process as being defined and streamlined?
Yes
No
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Do your clients stay with you for the long term and are loyal?
Yes
No
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Do you run any paid advertising campaigns on digital channels – Google, Facebook, Instagram?
Yes
No
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Do you collect data about your customers behaviour (likes, clicks, shares, purchases) so you can use to segment and automate your marketing?
Yes
No
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If you have for a structured Lead Generation plan for the year ahead, are you confident it's the right one for you?
Yes
No
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Do any of your lead generation activities successfully collect more than a name, email address and a phone number?
Yes
No
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Are you producing content? I.e articles, videos, podcasts, presentations or media segments…
Yes
No
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Are you actively pursuing collaborations with other brands who work in your space but are not competitors?
Yes
No
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Could you dedicate at least 5% of your annual revenue to an advertising campaign and afford to lose it?
Yes
No
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