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Work with Us
Onboarding – Service Questionnaires
Step
1
of
7
14%
Company Name
Business Blueprint
Briefly Explain your Sales and Business Development Process:
Some good questions to consider: How do you qualify leads? How / when do sales meetings occur? How many clients do you pitch in a month? What's the average project bid? What's your close rate? What's the average project volume?
What are some positive highlights of your current Sales efforts?
Some good questions to consider: What works in your Business Development strategies? Who / what are the biggest accelerators for your company towards your Sales and Business Development goals?
What are your main concerns / pain points regarding Sales and Business Development?
Some good questions to consider: Have sales slowed down? Are sales efforts flat? Is it becoming harder to secure clients? Why do you think that is?
Who is in charge of your Sales and Business Development?
Do you have a sales team? How big is your sales team? Are the firm partners / leaders the only ones taking the lead when it comes to business development?
Which of the following are the 3 MOST IMPORTANT sales and business development goals?
Increasing our Year over Year (YoY) Sales
Creating new revenue streams for our business
Creating predictable / reliable lead sources
Exploring new lead and project sources
Increasing our Bonding Capacity
Reducing our proposal preparation time
Building a strong sales team
Creating more sustainable revenue streams
Building a consistent client acquisition system
Prioritizing our most profitable markets
Prioritizing our most profitable services
Recession-proofing the business
Other
Other sales and business development goal:
Briefly Explain your Accounting and Finance Processes:
Some good questions to consider: How do you document your expenses? How do you document your revenue? How do you measure financial performance? How do you set benchmarks in your market? How often do you review performance?
What are some positive highlights of your current Financial Management efforts?
Some good questions to consider: What works in your Financial Management process? Who / what are the biggest accelerators for your company towards your financial management synchrony and success?
What are your main concerns / pain points regarding your Financial Management?
Some good questions to consider: Are date sources unreliable? Is data split between departments? Is the process slow and inefficient? Are purchases suffering with the process? Are there any bottlenecks?
Who is in charge of your Accounting, Bookkeeping and Financial metrics?
Do you have an in-house accountant? Do you outsource that service? Who keeps track of your expenses and revenue?
Which of the following are the 3 MOST IMPORTANT financial management goals?
Gaining overall clarity about our financial situation
Creating accountability among team members
Identify the most profitable areas of our business
Identifying and cutting financial losses
Developing and exit strategy
Creating a business continuity plan
Simplifying our accounting process
Better integration of outside consultants
Creating more detailed financial data
Hire in-house and eliminate outside consultants
Other
Other financial management goal:
Please list ALL your accounting, bookkeeping and tax preparation tools and software:
Upload your most recent financial statements:
Please include: Profit and Loss (P&L) (or Income) Statement, Cash Flow Statement, Annual Report, Balance Sheet or other documents that can provide insight into your financial situation. All documents are kept in strict confidentiality, as per our Agency's legally-binding Non-Disclosure Agreement.
Max. file size: 64 MB.
Briefly Explain your Project Management process:
Some good questions to consider: How do you manage project timelines? How do you keep projects on budget? How do you manage purchases? How do you document and share project data? Describe your onboarding process...
What are some positive highlights of your current Project Management processes?
Some good questions to consider: What works in your Project Management? Who / what are the biggest accelerators for your company towards your project delivery and efficiency goals?
What are your main concerns / pain points regarding Project Management?
Some good questions to consider: Are projects encountering more problems than usual? Are there any factors impeding successful delivery? Are there any unnecessary slow downs or bottlenecks? What are some problems you simply have not been able to overcome? Why do you think that is?
Who is in charge of your overseeing Project Management?
How big is your team of project managers? Do you use any outside consultants?
Which of the following are the 3 MOST IMPORTANT project management and delivery goals?
Keeping projects under budget
Delivering projects on time
Keeping the team informed
Create a safer work environment
Eliminate legali liability
Improving the Estimating and Construction process
Better integration of outside consultants
Hire in-house professionals and eliminate outside consultants
Improve transportation and logistics
Streamline communication
Better documentation
Improve client communication
Other
Other project management goal:
Please list ALL your project management, operations and day-to-day tools and software:
Briefly Explain your employee recruiting and retention process:
Some good questions to consider: How do you find qualified talent? How do you retain personnel? What do you do to incentivize and motivate them? How much of your work is in-house vs. outside contractors? What does your onboarding process consist of? Describe your team culture...
What are some positive highlights of your current Personnel Strategy?
Some good questions to consider: What works in your personnel strategy? Who / what are the biggest accelerators for your company towards your recruiting and retention goals?
What are your main concerns / pain points regarding Personnel Strategy?
Some good questions to consider: Are employees noticeably discouraged or apathetic toward projects? Is churn rate high? Have outside factors affected your work force? Has recruiting and retention become harder? Why do you think that is?
Who is in charge of your overseeing Personnel Strategy?
Do you rely exclusively on an internal HR department or have outside consultants helping?
Which of the following are the 3 MOST IMPORTANT personnel goals?
Attracting top talent
Retention (Avoiding turnover)
Letting employees be heard
Giving employees financial participation (profit sharing, etc.)
Turning my team members into advocates
Keeping my team informed
Boosting employee moral
Building a great culture
Providing Healthy Work/Life Balance
Incentivizing Employees
Reducing employee liabilities
Other
Other personnel goal:
Please list ALL your HR tools and software:
What are your long-term business goals?
Some good questions to consider: What do you hope to achieve in the next 5 - 10 years?
Do you feel that your current operation are aligned withyour core values, mission and long-term vision?
If yes, what gives you that impression? If not, why do think that is and how do you feel things could improve?
Is there anything else you’d like to add regarding your Business Operations?
Branding and Graphic Design
What are the biggest challenges the brand is facing right now?
What are 3 to 5 values that best describe, embody or connect to your desired brand?
Which one is the MOST important value?
Which of the following are your 3 MOST IMPORTANT branding goals?
Looking like a high-end firm
Showcasing my company's history
Looking better / more professional than my competitors
Looking like a bigger / more experienced company
I want my logo to be easily recognized in uniforms, billboards, trucks and more
Something else
Other
Are we creating a new logo for your company?
Yes
No
Why do you want to redesign your logo? How do you want us to improve it?
Will you be changing the name of your existing company?
Yes
No
Have you chosen your new name?
Yes
No
What is the name you have chosen?
Do you need us to provide assistance with naming (consulting)?
Yes
No
How do you want your new logo to look and feel?
Classic / Antique
Minimalist / Simple
Intricate
Modern
Strong / Powerful
Calm / Relaxed
Geometric
Urban
Playful
Professional
Hi-Tech
Organic
Luxurious
Other
Do you have a preference for logo style?
Letter Mark Logo (initials or monograms)
Word Mark logo (text only)
Brand Mark logo (real life object or abstract shape)
Combination Logo (object/shape + text)
Emblem Logo (text inside of a shape)
Mascot Logo (illustrated character)
Do you have any preference regarding color, icon or font?
Are there any colors, images, icons or fonts that you DO NOT want to see in your branding?
Can you mention some great brand concepts you've already seen and like (in or out of your industry)? What do you like / dislike about each of them?
You can include some images as reference or examples of what you like:
Drop files here or
Select files
Accepted file types: jpg, png, pdf, Max. file size: 64 MB.
Included in your branding package:
Official Letterhead
Branded Envelopes
Branded Folders
Business Cards
Social Media Kit
Firm Profile (8 page Booklet)
Statement of Qualifications (Capabilities Statement)
Standard Proposal Template
General Presentation Template
Marketing Materials - Will you need us to provide any of the following?
Resume Template for Employees
One-Page Flyer or Information Sheets
Additional Business Cards
Infographic
Zoom Background
Postcards, Greeting Card, Invite or Thank You Note
Interior Wall Signs (Plastic, Acrylic or Metal)
Interior Floor Decals
Interior Custom Window Decals
Banner - Small
Banner - Medium
Banner - Large
Outdoor Signage - Billboards and Mesh Banners
Vehicle Decals
Branded Canopy
Retractable Banners
Pop-Up Event Backdrop
Custom Tablecloth
Other
Printing and Production - Do you want us to print and ship any of these for you? (check all that apply)
Official Letterhead
Branded Envelopes
Branded Folders
Business Cards
Firm Profile - 8 page Booklet
One-Page Flyer or Information Sheets
Postcards
Interior Plastic Wall Signs
Interior Metal Wall Signs
Interior Acrylic Wall Signs
Interior Floor Decals
Interior Custom Window Decals
Vinyl Banner - Small
Vinyl Banner - Medium
Vinyl Banner - Large
Billboards and Mesh Banners
Vehicle Decals
Branded Canopy
Retractable Banners
Pop-Up Event Backdrop
Custom Tablecloth
Promo Items - Mugs
Promo Items - Stainless Steel Tumblers
Promo Items - Flashlights
Promo Items - Lanyards
Promo Items - Notebooks
Promo Items - Golf Tees
Promo Items - Golf Balls in Tube
Promo Items - Poker Set
Promo Items - Cooler Chair
Promo Items - Pens
Promo Items - Hand Sanitizers
Other
Other requests:
Is there anything else you’d like to add regarding your Branding?
Website Development
Company Name
Which best describes your website project?
I DON'T currently have a website
I need a website REDESIGN
Why do you want to redesign your site? How do you want us to improve it?
Which of the following are your 3 MOST IMPORTANT website goals?
Take our startup to the next level
Demonstrate Industry Leadership
Communicate our Values
Showcase our projects
Create a Subscriber Database
Careers / Recruiting Page
Promote Team Culture
Recruit New Talent
Integration with Other Tools
Encourage Online Inquiries
Other(s)
Other Objective:
Please list at least 3 Inspiration websites:
Add
Remove
What do you like / dislike about each Inspiration website listed?
Please list at least 3 Competitor websites:
Add
Remove
What do you like / dislike about each Competitor website listed?
Have you registered your domain name?
Yes
No
Desired domain name:
Please provide the link, username and password to log into your domain admin panel:
Do you want to feature client proof on your website? If so, how?
Testimonials (Written)
Testimonials (Video)
Client Logos
Other
No / This does not apply to my website
Provide a list of representative clients for our reference:
Add
Remove
List all Services (Capabilities) to be featured on the website:
Add
Remove
List all Client Markets (Industries) to be featured on the website:
Add
Remove
Is there anything else you’d like to add regarding your Website?
SEO
What are your current needs or challenges with SEO?
Choose your 3 MOST IMPORTANT SEO goals?
Maintain optimum technical performance
Increase brand awareness
Increase organic web searches
Appear in top search results
Grow our professional network online
Lead Generation
List our company in multiple online listings
Manage our online reputation
Other
Does your company currently have (or has it ever had) any SEO Campaigns?
Yes
No
Who is (or was) in charge of your SEO efforts?
Myself / Company Employees (Internal)
Contractors / Agency (External)
Someone no longer with our company (former employee)
Please describe the level of involvement of the individuals responsible for your digital marketing:
List the PHONE NUMBER to use for a verification phone call from Google:
Public phone number to use for GBP and citations
Address for Google Business Profile (GBP)
Business hours for Google Business Profile (GBP)
Main City to target
Additional Cities to Target (in order of priority)
Add
Remove
Top 5 Keywords (in order of priority)
Add
Remove
Please list all additional relevant or desired keywords for your SEO
List the main Services you want us our team to focus on:
List the main Industries / Markets you want us our team to focus on:
List any Services or Markets you DO NOT want to target:
Is there anything else you’d like to add regarding your SEO?
Social Media
What are your current needs or challenges with social media?
Which of the following are your 3 MOST IMPORTANT social media goals?
Looking like a high-end firm
Showcasing my company's history
Looking better / more professional than my competitors
Looking like a bigger / more experienced company
Recruiting personnel
Showing my company culture by highlighting my team
Staying top of mind with my leads
Celebrating Consumer and Industry Holidays
Showing progress of my projects
Highlighting my key industries (markets)
Celebrating company milestones
Showing our most iconic projects
Educating our audience
Driving the most traffic to our site
None of these are important to me
Can you mention some great social media profiles or campaigns you've already seen and like (in or out of your industry)? What do you like / dislike about each of them?
Does your company have (or has it ever had) social media profiles?
Yes
No
Is your company CURRENTLY running social media campaigns (maintaining / managing its social media profiles)?
Yes
No
Who manages your Social Media?
Myself / Company Employees (Internal)
Contractors / Agency (External)
Someone no longer with our company (former employee)
Do you have full admin access to your Social Media profiles?
Yes
No
Please describe the level of involvement of the party responsible for your social media:
Add the Facebook PROFILE OF THE ADMIN of your company page
if you don't have a business page, let us know. DON'T CREATE ONE.
Add your X (fka Twitter) USERNAME and PASSWORD
if you don't have a profile, let us know. DON'T CREATE ONE.
Add your Instagram USERNAME and PASSWORD
if you don't have a profile, let us know. DON'T CREATE ONE.
Add the LinkedIn PROFILE OF THE ADMIN of your company page
if you don't have a business page, let us know. DON'T CREATE ONE.
Add the EMAIL OF THE ADMIN of your YouTube channell
if you don't have a business channel, let us know. DON'T CREATE ONE.
Have you claimed your Google My Business profile?
Yes
No (if you have not, DON'T CLAIM IT)
Add the ADMIN EMAIL for the OWNER of your Google My Business Profile
List the PHONE NUMBER to use for a verification phone call from Google:
Do your employees know how to share content to your social media channels?
Yes
No
Is there anything else you’d like to add regarding your Social Media?
Email Marketing
What are your current needs or challenges with Email Marketing?
List any Services or Markets you DO NOT want to target:
Which of the following are your 3 MOST IMPORTANT email marketing goals?
Increase brand awareness
Create or improve our client newsletter
Grow my email list
Lead Generation
Increase website traffic
Owning and organizing my client data
Staying top of mind with my existing clients
Staying top of mind with referring partners
Create or improve our employee newsletter
Other
Has your company ever had email marketing campaigns?
Yes
No
Is your company CURRENTLY running email marketing campaigns?
Yes
No
Which of the following channels are you CURRENTLY using?
Email Newsletter
Dynamic Email Signature
Employee Email Communications
Email Automations
Cold Email Outreach
Other
Who manages your Email Marketing campaigns?
Myself / Company Employees (Internal)
Contractors / Agency (External)
Someone no longer with our company (former employee)
Please list your login links, usernames and passwords to all your software and tools:
Do you currently have an email list for your newsletter?
Yes
No
How big is your list?
500 or less
500 - 1500
1,500 - 2,500
2,500 - 5,000
5,000 - 10,000
10,000 - 15,000
15,000 - 20,000
20,000 - 25,000
25,000 +
Is there anything else you’d like to add regarding your Email Marketing?
Are you running a digital ads campaign for you?
Yes
No
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