Business Questionaire What are the three most important reasons customers deal with you? What is your primary source of new business? Off the street traffic Automatic reordering incoming telephone inquire outgoing telephone leads face to face presentations quotes/proposals other If so, why? Has there been any significant change in your sales in the last 3 years? If so, why? If you could change three things about your business - what would they be? Do you have a financial plan? yes no Do you have a marketing plan? yes no Do you have performance standards? yes no Do you maintain a database of your customers names and addresses? yes no Is your accounting function computerized? yes no Name software On average, how quickly after the end of the month are your receivable statements mailed out? Please enter your email address: Tax Services | Personal Financial Planning | Business Financial Services Contact Us | Privacy Disclosure
What are the three most important reasons customers deal with you?
What is your primary source of new business?
Off the street traffic Automatic reordering incoming telephone inquire outgoing telephone leads face to face presentations quotes/proposals other
If so, why?
Has there been any significant change in your sales in the last 3 years?
If you could change three things about your business - what would they be?
Do you have a financial plan? yes no
Do you have a marketing plan?
yes no
Do you have performance standards?
Do you maintain a database of your customers names and addresses?
Is your accounting function computerized?
Name software
On average, how quickly after the end of the month are your receivable statements mailed out?
Please enter your email address:
