Client - Canadian Association of Virtual Assistants



client

questionnaire

Contact Information _______________________________________________________

Name:

Company:

Address:

Phone:

Fax:

Cell:

Email:

Website(s):

What is your preferred method of communication?

Email Phone Instant Messaging Other (Please describe):

Corporate Identity _________________________________________________________

When was your business started?

How has the company evolved since its inception?

What trends are affecting the industry and how are you anticipating them?

How do you sell your services?

What do you and your company do well?

What do you and your company do not so well?

Who are the important groups for your business? (clients, prospects, communities, etc.)?

How do you communicate with them?

Current Situation __________________________________________________________

Who are your key customers and where are they (current and prospective)?

What are their problems, needs and wants?

What benefit can you provide these customers that they can’t obtain elsewhere?

Where are you now? Where do you want to be in 1 year, 3 years, 5 years and beyond?

Why do you want to be there?

What problems must you overcome to get there?

What methods, tools and strategies are now being used to get there?

Who are your key competitors?

Perception _________________________________________________________________

Use three adjectives to describe how your company should be perceived by your audiences. (examples: conservative, progressive, friendly, casual, serious, energetic, focused, humorous, professional)

Is this different than your current image perception?

What do you feel is the biggest challenge in getting this image across to customers?

How are you and Above the Line Coaching currently perceived?

If the audience could come away with just one thought about you, your company, services and products, what would that be?

Advertising/Collateral Specific ___________________________________________

What new and existing services and products are being sold?

What are the most important factors in a customer’s decision to purchase your services and products?

What advertising/sales promotion/collateral systems are now in use?

‘Off the Wall’ _______________________________________________________________

What is your favorite color?

What is your favorite TV program?

If you had to choose between a formal black tie affair, or a casual get together, which would you choose and why?

List three words that best describe your personality and why?

To you, being a coach is a: Job Career

Which do you prefer: Books Movies

Of these two, which do you prefer: Clipart Photos

Are you: An extrovert An introvert

What do you do for fun in your spare time?

Who or what is your favorite cartoon character and why?

What are you known for (in your business or social life)? (i.e., saying, phobia, color, style, etc.)

What type of graphic or scenery catches your eye and why? (i.e., clouds, angels, flowers, architecture, etc.)

What style of music do you enjoy?

Anything else that you’d like to add to help me to get to know you and your business better?

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