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Company Overview
Business Goals (not normally marketing/sales goals)
Objective
Company Name
Details
Why is this important?
Priority
Client Notes
Agency Notes
Objective
Company Name
Details
Why is this important?
Priority
Client Notes
Agency Notes
Send 1k emails weekly
Blog 7 days per week
Deploy chat bot and have a live person work chat based on filters
Add 7 pages per week
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4
Count
Client Business Overview
Question
Client Notes
Agency Notes
Question
Client Notes
Agency Notes
Do you have an unfair advantage vs. your competition? Secret Sauce?
How does your company fit into your industry?
If you met someone on vacation and they asked "So where do you work…. What do you do for a living?" how would you reply in about 2 to 5 sentences?
What is the primary goal, belief and / or mission of your business? (not including increasing revenue, margins, etc.?)
How many full-time employees do you have?
How many part-time employees do you have?
How many sales employees do you have?
How large is your marketing team? (If "0", please indicate as such.)
Do you sell through distributors, agents, e-commerce or other indirect channels? If so, what approximate percentage of sales come from here?
What is your current marketing ROI (Return On Investment)?
What is your current ROAS (Return On Ad Spend)? If you’re able to break this down by channel, etc... that would be ideal.
Do you have a ROAS goal?
Which systems/technology do you use to measure your marketing/advertising ROI?
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13
Count
In addition to using this table and the chart below, feel free to use this format on another "section" to clearly define a client's True North Metric / The One Metric That Matters - It's simple to create the table and the chart to ensure we understand the client's benchmarks and their future goals.
Revenue Benchmarks & Goals
Year
Revenue (actual)
Revenue (goal)
Client Notes / Feedback
media junction Notes
Year
Revenue (actual)
Revenue (goal)
Client Notes / Feedback
media junction Notes
2013
$500,000
$400,000
2014
$500,000
$400,000
2015
$700,000
$800,000
2016
$800,000
$850,000
2017
$900,000
$900,000
2018
$1,000,000
$1,000,000
2019
$1,100,000
$1,200,000
2020
$1,500,000
2021
$2,500,000
2022
2023
2024
2025
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13
Count
Chart: Revenue Benchmarks & Goals
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