Master Client Questionnaire

Marketing Strategy Consultation Questionnaire

Submission information

Submission Number: 26

Created: Fri, 19 Jun 2026 - 10:31

What is the official address of your business? (List addresses of multiple locations.)

Who are the owner(s) of the business? (Name, phone, email.)

List all members of your management team. (Name, title, phone, email for each.)

Current CRM software

Do you use CRM (Customer Relationship Management) software?

Yes

I don't know

If yes, which one?

What do you like or dislike about it?

Do you use an email marketing platform (e.g. MailChimp, Constant Contact)? If yes, which one?

Do you have a personal conviction, preference, or church standard limiting the use of websites, social media, or other digital marketing? Please describe.

What methods of communication do you use?

Phone

Fax

Video call

How many employees do you currently have?

When was your company founded and why was this business started?

Describe your 1 year, 3 years, and 10 year goals for your company.

What is your company's mission statement?

What are your company's core values?

What credentials, awards, recognitions, or associations does your company have?

Do you have a warranty program or guarantees? Describe.

Are you involved in trade shows or similar events during the year? Describe.

Rank these 3 items in order of importance to your business.	Weight
Quality	Weight for Quality
Service	Weight for Service
Price	Weight for Price

What are the primary reasons you are engaging in the Rosewood Marketing Strategy Consultation?

Please describe your company's current financial state.

Do you currently have, or anticipate having, difficulty paying payroll, vendors, or other major business expenses?

In the prior 12-month period:

Gross sales amount $

COGS (cost of goods sold) $

Gross profit $

Fixed expenses $

Net income $

What is your current number of sales/yr (transactions)?

What is your target number of sales/yr (how many do you need to be profitable)?

How much did you invest in marketing over the past 12 months? $

Customer Lifetime Value

Average sale amount $

Purchases per year

Years of loyalty

Customer Lifetime Value = average sale × purchases per year × years of loyalty.

Describe a typical sale, from the first interaction with a customer to the post-sale follow-up.

Where in the process you described is the point where you become confident a potential customer will buy?

Is there a common point during sales where customers tend to "fall off"? What gaps or problems exist in the process? Why?

How did your company develop your current sales process?

How strong is your current sales "pipeline"?

Do you typically have a backlog for your services / products?

What makes your company different from similar businesses, and why do customers choose you over competitors?

What most defines your company reputation, and how do prospects compare you to competitors?

How do potential customers typically find out about your business?

What percentage of your customers are repeat customers? %

Do you normally get referrals from past customers? If yes, please estimate the percentage.

What are customers' most frequently asked questions?

What marketing have you done? Rate how you feel it has worked.

Questions	Good	Fair	Poor	Not used

Questions	Good	Fair	Poor	Not used
Ads in magazines	Good	Fair	Poor	Not used
Local free papers	Good	Fair	Poor	Not used
Newspapers	Good	Fair	Poor	Not used
Billboards	Good	Fair	Poor	Not used
Direct mail	Good	Fair	Poor	Not used
Newsletters	Good	Fair	Poor	Not used
Trade shows	Good	Fair	Poor	Not used
Signage	Good	Fair	Poor	Not used
Vehicles	Good	Fair	Poor	Not used
Videos	Good	Fair	Poor	Not used
Website	Good	Fair	Poor	Not used
Website SEO	Good	Fair	Poor	Not used
Showroom / store displays	Good	Fair	Poor	Not used
Email campaigns	Good	Fair	Poor	Not used
Company newsletters	Good	Fair	Poor	Not used
Referral program	Good	Fair	Poor	Not used
Prospecting	Good	Fair	Poor	Not used
Strategic alliances	Good	Fair	Poor	Not used
Logo	Good	Fair	Poor	Not used
Branding	Good	Fair	Poor	Not used
Stationery / forms	Good	Fair	Poor	Not used
Events (e.g. BBQs, educational classes, tent sales)	Good	Fair	Poor	Not used

Please describe all digital marketing initiatives you have tried over the past 5 years.

What is the biggest obstacle you see to effectively marketing your business (what stops you from reaching your growth goals and vision)?

Do you have other marketing ideas you would like to explore that are not covered above?

When you see your logo and graphics, how do you feel?

Embarrassed

Neutral

Very inspired

Do you feel you have consistent visuals and branding across your various business processes and marketing points today? Describe.

What characteristics would you use to describe your business? (List 5–10 adjectives.)

What do you think your customers say or hear about your business? Place your brand on each scale.

Questions	1	2	3	4	5

Questions	1	2	3	4	5
Formal ←→ Casual	1	2	3	4	5
Heavy & Impactful ←→ Light & Bright	1	2	3	4	5
Contemporary ←→ Traditional	1	2	3	4	5
Friendly ←→ Authoritative	1	2	3	4	5
Approachable ←→ Elite	1	2	3	4	5
Innovative ←→ Conservative	1	2	3	4	5
Unique ←→ Familiar	1	2	3	4	5
Warm ←→ Cool	1	2	3	4	5
Simple ←→ Complex	1	2	3	4	5
Youthful ←→ Established	1	2	3	4	5
Playful ←→ Serious	1	2	3	4	5
Feminine ←→ Masculine	1	2	3	4	5
Industrial ←→ Natural	1	2	3	4	5
Casual ←→ Elegant	1	2	3	4	5
Refined ←→ Strong	1	2	3	4	5

What are your most profitable products, services, or offerings?

How do you determine the prices of what you offer?

Are your average prices higher or lower than your competitors? Why?

Describe or list the primary products and/or services your business offers. Include the approximate percentage of sales, the average price, and the number sold per year for each.

Are there additional products or services that you would consider adding?

Do you sell directly to your customers or use dealers/distributors?

Directly to customers

Dealers / distributors

Both

Do you offer a form of delivery or shipping service?

What is the geographical region your business serves? Why?

Is there more or less demand in this area for what you offer over the past 5 years?

What changes in buyer behavior or preference have you noticed over the past year?

Describe some of the current trends you see in your specific industry.

List 3 key external factors that affect your business (e.g. seasonal, geographic, economy).

What key relationship advantages does your business have (e.g. vendors, associations, church groups)?

Describe your typical (target) customers.

Describe your customers' needs.

B2B (Business to Business) sales

Does your business do B2B (Business to Business) sales?

Yes

If yes, describe your B2B customers.

Are you actively losing business you should have to competitors? What are some reasons for this?

List your top 3 competitors (online and physical) and evaluate each.

Evaluate each competitor	Competitor 1	Competitor 2	Competitor 3
Competitor name	Competitor name (Competitor 1)	Competitor name (Competitor 2)	Competitor name (Competitor 3)
Positive reputation / strengths	Positive reputation / strengths (Competitor 1)	Positive reputation / strengths (Competitor 2)	Positive reputation / strengths (Competitor 3)
Negative reputation / weaknesses	Negative reputation / weaknesses (Competitor 1)	Negative reputation / weaknesses (Competitor 2)	Negative reputation / weaknesses (Competitor 3)
How are they growing or poised to grow?	How are they growing or poised to grow? (Competitor 1)	How are they growing or poised to grow? (Competitor 2)	How are they growing or poised to grow? (Competitor 3)
Risks or threats to their growth	Risks or threats to their growth (Competitor 1)	Risks or threats to their growth (Competitor 2)	Risks or threats to their growth (Competitor 3)
Core capabilities	Core capabilities (Competitor 1)	Core capabilities (Competitor 2)	Core capabilities (Competitor 3)
How they best compete (online, physical, service, other)	How they best compete (online, physical, service, other) (Competitor 1)	How they best compete (online, physical, service, other) (Competitor 2)	How they best compete (online, physical, service, other) (Competitor 3)
Pricing strategy	Pricing strategy (Competitor 1)	Pricing strategy (Competitor 2)	Pricing strategy (Competitor 3)
How are they uniquely different from the others?	How are they uniquely different from the others? (Competitor 1)	How are they uniquely different from the others? (Competitor 2)	How are they uniquely different from the others? (Competitor 3)
Unique products/services they offer that you do not	Unique products/services they offer that you do not (Competitor 1)	Unique products/services they offer that you do not (Competitor 2)	Unique products/services they offer that you do not (Competitor 3)
How they advertise and get customers	How they advertise and get customers (Competitor 1)	How they advertise and get customers (Competitor 2)	How they advertise and get customers (Competitor 3)
Geographic service area difference vs. you	Geographic service area difference vs. you (Competitor 1)	Geographic service area difference vs. you (Competitor 2)	Geographic service area difference vs. you (Competitor 3)
Customer group they focus on (vs. you)	Customer group they focus on (vs. you) (Competitor 1)	Customer group they focus on (vs. you) (Competitor 2)	Customer group they focus on (vs. you) (Competitor 3)
Share of your potential market they fill	Share of your potential market they fill (Competitor 1)	Share of your potential market they fill (Competitor 2)	Share of your potential market they fill (Competitor 3)
Opportunities you could claim that you are not	Opportunities you could claim that you are not (Competitor 1)	Opportunities you could claim that you are not (Competitor 2)	Opportunities you could claim that you are not (Competitor 3)
Other pertinent information	Other pertinent information (Competitor 1)	Other pertinent information (Competitor 2)	Other pertinent information (Competitor 3)