Client & Acquisition Deep Dive – Client Focused Media

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Company/Business Name(Required)

First Name(Required)

Last Name(Required)

Email Address(Required)

Phone

Who is your ideal client?(Required)

A sentence or two: who they are, what they need, and why they buy from you.

Who is the ideal decision-maker for your product or service? (B2C – Consumer Roles)

Select all that apply

Homeowner

Renter

Parent or Caregiver

First-time Buyer / New Mover

Individual with Specific Need (e.g., medical, legal, financial)

Hobbyist / Enthusiast

Other (please specify)

Who is the ideal decision-maker for your product or service? (B2B – Professional / Business Roles)

Select all that apply

Other(s):(Required)

How many new clients do you typically acquire per month?(Required)

On average, how long does a client stay with you?(Required)

Over a 12-month period, how many times does a client purchase or come back?(Required)

Over a 3-year period, how many times does a client purchase or come back?(Required)

What is your current acquisition cost per lead?(Required)

Roughly what it costs you to get one lead, e.g. $45.

What is the total value of a new client?(Required)

What one new client is worth to you over the whole relationship, e.g. $2,500.

Check the top 5 industries that refer business to you:

Select up to 5.

Check the top 5 industries that you do business with:

Select up to 5.

What percentage of your sales is retail vs. eCommerce?

Enter your retail share. eCommerce fills in automatically so the two add up to 100%.

Retail (%)(Required)

Please enter a number from 0 to 100.

eCommerce (%)

What is the minimum budget a lead should have to be considered sales qualified?

What do you consider to be a qualified lead?(Required)

Where should 75% of your leads be located to be considered qualified?

Within [X] miles of my main service area (enter number of miles)

Specific ZIP codes (enter ZIP codes)

Specific cities (enter city names)

Specific counties or regions (enter region names)

Statewide (enter state)

Nationwide

Other (please specify)

No. of miles(Required)

ZIP Codes(Required)

Specify which cities here(Required)

Specify the regions here(Required)

Specify which states here(Required)

Other location requirement(Required)

What is the ideal timeline for a lead to take action?

Needs service immediately (within 1–3 days)

Ready within 1 week

Ready within 2–4 weeks

Within the next 30 days

Within the next 60+ days

Timeline is flexible / not urgent

Other (please specify)

What size company is your ideal client? (B2B)

Select all that apply

1–10 employees

11–50 employees

51–200 employees

201–500 employees

500+ employees

Doesn’t matter / N/A

Other:(Required)