First name
Last name
Email
Company name
What percentage of revenue is recurring versus new business?
What is the approximate customer retention rate?
What is your competitive advantage?
Describe your customer mix in detail please.
Describe your repeat business. Are they subscriptions, contracts, established relationships, loyal fans, etc.? How do you establish and maintain repeat customers?
Why do customers choose your business over competitors?
Are there barriers to entry in your market? What are they?
What marketing channels does the business currently use? Share you tactics, frequency, budget, etc.
Which marketing channels perform best? And which perform the worst?
Share all social media links
Where do you see opportunities for growth? Why have you not yet pursued these opportunities?
What would you do next if you were keeping the business?
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Customers and Marketing Form