Sales Questionnaire Form Please enable JavaScript in your browser to complete this form. - Step 1 of 3ABOUT SALES PERSONSales Rep Full Name *Sales Rep E-mail *ABOUT CLIENTFull Name *FirstLastContact Profile (Who's attending the call)Full Name 2 *FirstLastPre- Meeting ResearchCompany's Name *Full Clinic or company's nameWebsite / URLEmail *Business or personal e-mailPhone *Best number to be reachedSpecialty *Top 3 Procedures Listed *NextABOUT CLINICList 2 or more Competitors in their area: *Question 1. What city do you practice in primarily? (Says....on your site) *Question 2. How man locations do you have? (I saw....on your site) *Question 3. Describe your practice for me? Payor Mix? Patient Volume? Top 3 procedures (ask if 3 listed above from site match)? What Procedures/Services you want to do more of? *Question 4. Tell me about your Sales Process? How do you receive leads? How are the Leads managed? (**CTE Pitch**) *Question 5. What is your current marketing strategy? Or How do you get leads & new patients currently? (What's worked best in the past? Have you had success with SEO/PPC?) *Question 6. 1 year from now what is your vision for growth? How many patients for ex: procedure per week? Additional office? If so, where? *Question 7. Who is your biggest competitor? (Talk about doing a competitive analysis, and building proposal) *Question 8. What is your comfort level or appetite for monthly budget on lead generation? (Don't need specifics, just a ballpark #, rough numbers, growth expectations is proportional to budget & time) *NextCLIENT'S ASSETS AND NEEDSHow are you currently getting reviews from your patients? *Enter name of review website or directoryWhat functionalities do you want for you website? *None, I will use my current websitePayment integrationSchedulerAutomated Text/email appointment remindersReview linksReview filter systemVideo embeddingCustomized Pop-upsE-commerce storeCurated stock photo selectionInteractive galleriesBlogsEvents/specials calendarChat bot pop upCall Tracking* Choose all that applies. You may choose multiple options.Do you have an active google my business page for your main and satellite locations? *YesNoWhich channels are you currently using for patient generation? SEO, PPC, Instagram, Facebook? *List all channels divided by a comma,Do you know your cost per client for acquisition? *EstimatedHow many patients are you currently generating per month through your existing marketing efforts? *EstimatedHow many patients would you like to be generating in 6 months? *EstimatedWhat is your two-year goal for your practice? *EstimatedFINAL QUESTION. Let me get with my team to do our research & analysis & put together a custom growth plan for you based on todays conversation. What is your availability (in the next 3-5 business days) to set a time review what we have for you? **Important*For those clients who prefer to keep their existing websites (Not recommended), we must acquire backend credentials first and evaluate the quality of the site to set realistic expectations for digital marketing efforts, or determine how much work is required to clean up the back end and factor that into locking a minimum subscription requirement (i.e. 12mths).Submit ** If you have any questions or need help filling out this form, please contact Practice Bytes.
