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Discover your
business
Leveraging our Revenue Growth Platform,
Dovetail will assess the commercial value within your data
to maximise your organisation's marketing and business success.
Mini
Assessment & Report
Please complete all fields
1. About Your Business
a. Is your business type...
*
Please choose one
Product based
Service based
Product & Service Based
b. How many contacts/records do you have in your database?
*
Please choose one
1-500
501-1000
1001-2500
2501-5000
5001-7500
7501-10000
10001+
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 retention
New business growth
No set business plans or goals
b. What are your Top 3 current business problems?
*
Customer Engagement - new and existing
Day to Day marketing operations
Cash Flow
Business Development / Increasing customer base and spend
Utilising our current data for business or commercial purposes
c. Do you have any marketing plans in the foreseeable future?
*
Please choose one.
Yes - tell us more in 'Other'
No
Maybe - tell us more in 'Other'
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 CRM
CRM - we use a free CRM
CRM - we use spreadsheets or another non-fancy bit of kit - tell us more in 'Other'
ERP - Industry driven Enterprise Resource Planning System
Accounting - Xero or other financial system
Other - Tell us more below
4a. 'Other'
b. Do you have an ESP? (e.g. MailChimp)
*
Please choose one.
Yes - tell us more in 'Other'
No
What's an ESP?
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
*
Please choose one.
Yes - tell us more in 'Other'
No
Other
4a. 'Other'
5. Your Website
a. How effective is your website to your business?
*
Please choose one.
Effective - tell us more in 'Other'
Not effective - tell us more in 'Other'
No idea if it is or isn't effective but I'd like to find out
5a. 'Other'
b. Do you know how many visitors you get to your website each month?
*
Please choose one.
Yes
No
5b. 'Yes' - how many?
Website visitors per month
up to 250 per month
251-750 per month
751 - 1250 per month
more than 1251
c. Do you know how many visitors convert to an enquiry or better, a sale?
*
Please choose one.
Yes
No
6. Engagement
a. How do you stay in touch with your Customers/Members?
*
Newsletters - Monthly, Quarterly etc (email)
Email Only
SMS Only
Email & SMS
Social Only
We do it all! - Email / SMS / Social / Newsletters
We don't keep our customers informed in any way
b. How are you currently building your database/sales pipeline?
*
Social - Facebook, Instagram, Linkedin
Cold calling
Word of Mouth
Other - tell us more below
6b. 'Other'
7. People
a. Do you have a dedicated Sales and Marketing team?
*
Sales - 1-5 team members
Sales - 6 or more team members
Marketing - 1 or more
No - we have neither, I pretty much do it all
8. Budget
a. Do you have an annual budget to achieve business & marketing goals?
*
Please choose one.
$6501- $10,000 p.a
$10,001 -$15,000 p.a
$15,001 - $20,000 p.a
>$20,001 p.a.
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 choose one.
new to sales and marketing technology
having some experience with sales and marketing technology
being familiar with sales and marketing technology and the know how if what is achievable
Send Message
Please do not fill in this field.
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1800 706 109
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