Mini Assessment – Dovetail Group

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Our Mini-assessment

Of Your Business

Mini discovery

of your Business

Our mini-assessment aims to help us learn more about your business to determine where we can possibly help,
while providing you with some little ’nuggets-of-gold’ to better understand what is possible.

Please complete all fields

1. About Your Business

a. Is your business type... *

b. How many contacts/records do you have in your database? *

c. Tell us a bit about your business. (25 words or less) *0 / 25

2. Business Goals

a. What are the business plans/goals over the next 12-18 mths? *

Client retentionNew business growthNo set business plans or goals

b. What are your Top 3 current business problems? *

Customer Engagement - new and existingDay to Day marketing operationsCash FlowBusiness Development / Increasing customer base and spendUtilising our current data for business or commercial purposes

c. Do you have any marketing plans in the foreseeable future? *

2c. 'Other'

3. Business Technology & Systems

a. What systems do you use to manage your business? E.g. Customer Relationship Management (CRM), Financial, ERP, Business Management/Intelligence *

CRM - we use a paid CRMCRM - we use a free CRMCRM - we use spreadsheets or another non-fancy bit of kit - tell us more in 'Other'ERP - Industry driven Enterprise Resource Planning SystemAccounting - Xero or other financial systemOther - Tell us more below

4a. 'Other'

b. Do you have an ESP? (e.g. MailChimp) *

3b. 'Other'

4. Business Operations

a. Do you have any frustrations you experience when it comes to using your business systems? E.g. accessing data, having information at your fingertips, repeating input *

4a. 'Other'

5. Your Website

a. How effective is your website to your business? *

5a. 'Other'

b. Do you know how many visitors you get to your website each month? *

5b. 'Yes' - how many?

c. Do you know how many visitors convert to an enquiry or better, a sale? *

6. Engagement

a. How do you stay in touch with your Customers/Members? *

Newsletters - Monthly, Quarterly etc (email)Email OnlySMS OnlyEmail & SMSSocial OnlyWe do it all! - Email / SMS / Social / NewslettersWe don't keep our customers informed in any way

b. How are you currently building your database/sales pipeline? *

Social - Facebook, Instagram, LinkedinCold callingWord of MouthOther - tell us more below

6b. 'Other'

7. People

a. Do you have a dedicated Sales and Marketing team? *

Sales - 1-5 team membersSales - 6 or more team membersMarketing - 1 or moreNo - we have neither, I pretty much do it all

8. Budget

a. Do you have an annual budget to achieve business & marketing goals? *

I’d like to receive relevant updates from you

Your Contact Details

Email *

First Name *

Last Name *

Role *

Business Name *

Phone/Mobile Number

I would describe myself as..... *

Please do not fill in this field.

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