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Contact Information
Company Name*
Website*
Full Name*
Email*
Phone Number*
Internal Operations
In-House Marketing Directors Name (if applicable)
Who currently does the marketing?
Do you have community books, brochures, or any other tangible or digital marketing materials?
How do potential buyers contact you?
Who responds to these potential buyers?
Do you categorize these potential buyers into customer avatars and segmentations?
How do you respond to potential buyers?
Do you have any other data capture methods besides email, phone? (Hubspot, Salesforce, CoConstruct)
Do you have any retargeting strategies or campaigns? (Google, Facebook, etc)
Content
How do you create content?
Who leads content / marketing strategy?
Reports
Do you receive monthly marketing reports?
(If so, what do those reports intel?)
Do you partner with any external companies?
(Landscaping, Security
Events
What events do you (the business) attend?
What events do you partner with?
What events do you sponsor?
Charities
Are you involved with any charities?
Competition
How have you separated yourself from competition?
Has that choice of separation led to an increase in business?
Business Audit
What are your services?*
What is your process for each service from a client communication perspective?
Rank services from highest revenue & profit to least?
Would you like to increase any of these services?
What is the age of the company?
Last 5-10 years of revenue or % growth increase.
What is the company's revenue goal for the coming year?
What is the overall goal of the company?
How many employees do you currently have?
Are there any subsidiaries?
Are you wanting to add any divisions or services?
(Design studio, etc.)
What is your current advertising budget?
How did you come up with your advertising budget?
What is your advertising budget for social media?
What is your advertising budget for digital ads?
What is your budget for sponsorships?
What is your advertising budget for anything tangible?
What is your advertising budget for traditional advertising?
Did you have proven results from any advertising?
Do you still have any advertising results reports?
Are you part of the Chamber of Commerce or have any other affiliations?
Client Audit
Where do clients get most frustrated?
How do you celebrate groundbreaking?
How do you celebrate official move-ins?
Are recommendations from buyers to potential buyers common?
What percentage of buyers recommended a previous buyer?
0%-25%
25%-50%
50%-75%
75%-100%
How do you communicate with clients during the build process and, if so, where does the client get most confused?
How do you communicate with an already moved buyer in a continuing build community?
Do you have bad weather?
SUBMIT