First Name
Last Name
Email
*
Phone
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Title / Role
Company Name
Employee Size
Please select from the drop down list which applies best
01 - Solo, Direct Sales
02 - 10 - Micro Biz
11 - 99 - Small Biz
100 - 499 - Medium Biz
500 - 999 - Large Biz
1000+ - Enterprise
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Industry Category
*
Please select from the drop down list which applies best
Advertising & Media
Agriculture, Farming & Gardening
Aquatics
Arts, Culture & Entertainment
Automotive, Aviation & Vehicles
Business Communities & Resources
Coworking/ Shared Offices/ Comaker & Coop Spaces
Direct Sales / Social e-Commerce
Education & Training
Event Products & Services
Family, Youth & Community Services
Financial Services & Insurance
Fitness & Sports
Food, Beverages & Catering
Franchises
Health & Wellness
Hobbies, Recreation & Leisure
Imports / Exports
Industrial Products, Supplies & Services
Legal Products & Services
Manufacturing, Production & Wholesale
Marine
Medical
Not-For-Profit, Charities & Associations
Personal Care Products & Services
Pets & Veterinary Products & Services
Professional Services
Public Utilities, Energy & Environment
Publishing
Real Estate, Moving & Storage
Research & Development
Restaurants, Cafes & Other Establishments
Retail Shopping & Specialty Stores
Science
Skilled Trades
Start-up & Entrepreneurs
Technologies & Telecommunications
Transportation, Logistics & Distribution
Travel & Accommodations
z-Other
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Founded
Website
Country
Country
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
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Bahrain
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Belize
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Bhutan
Bolivia
Bosnia and Herzegovina
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Bouvet Island
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British Indian Ocean Territory
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Burkina Faso
Burundi
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Cameroon
Canada
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Chad
Chile
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Christmas Island
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Comoros
Congo
Congo, The Democratic Republic of the
Cook Islands
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Cote D"Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
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Dominican Republic
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Ethiopia
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Finland
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Gabon
Gambia
Georgia
Germany
Ghana
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Greenland
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Guinea-Bissau
Guyana
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Heard Island and Mcdonald Islands
Holy See (Vatican City State)
Honduras
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Hungary
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India
Indonesia
Iran, Islamic Republic Of
Iraq
Ireland
Isle of Man
Israel
Italy
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Korea, Republic of
Kuwait
Kyrgyzstan
Land Islands
Lao People"S Democratic Republic
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Libyan Arab Jamahiriya
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Malaysia
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Mali
Malta
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Mauritius
Mayotte
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Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
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Nauru
Nepal
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Netherlands Antilles
New Caledonia
New Zealand
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Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
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Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
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Reunion
Romania
Russian Federation
Rwanda
Saint Helena
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Sierra Leone
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Slovenia
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Somalia
South Africa
South Georgia and the South Sandwich Islands
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Sudan
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Switzerland
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Tajikistan
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Thailand
Timor-Leste
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Uganda
UK
Ukraine
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United States Minor Outlying Islands
Uruguay
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Venezuela
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Virgin Islands, British
Virgin Islands, U.S.
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
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Industry Information
How do you stay in the loop with industry news & trends? Please select all that apply.
Industry Publications (Articles, Newsletters, Magazines, etc.)
Conference & Tradeshows
Podcasts
Industry Associations
Other
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Performance Metrics Tracked
How do you measure performance? Please select all that apply.
Conversion Rates
Customer Acquisition Cost
Customer Lifetime Value
Profit
Revenue
Sales
Social
Website Traffic
Other
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Client Satisfaction Evaluation
How do you measure Client satisfaction? Please select all that apply.
Client Surveys
Client Calls
Online Reviews
Would like to learn how
Other
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Acquire New Clients
How do you acquire new clients? Please select all that apply.
Referral Marketing
Search Engine Optimization (SEO)
Pay-Per-Click (PPC) Advertising
Podcast
Social Media
In-Person
You Tube Channel
Other
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Client Retention
What do you do to retain clients? Please select all that apply.
Loyalty Program
Personalized Marketing Campaigns
Nurturing & Educating Emails & Texts
Phone Communication
Promotions, Discounts & Coupons
Would like to implement a loyalty program
Other
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Marketing Plan
Do you currently have a marketing plan?
Yes
No
Kind of
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Marketing Channels Used
What type of marketing do you do? Please select all that apply.
Advertising - Digital (Google, Social, etc)
Advertising, Promotions & Media
Affiliate Marketing
Content Marketing
Direct Mail
Email Marketing
Event Marketing
Guerilla Marketing
Networking
Phone Marketing
Podcasts
Public Relations
Reputation Building
Search Engine Optimization (SEO)
Social Media Platforms
Trade / Vendor Shows
Text Marketing
You Tube - Videos
Other
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Are you currently generating a steady flow of new leads each month?
Yes
No
Do you currently offer a way for new leads to book a call/appointment with you online?
Yes
No
Financial Task Management
What Financial Tasks are you currently completing? Please select all that apply.
Invoices
Bill Payments
Monthly Reconciliations
Regular Tax Payments
Review Reports (Profit & Loss, Revenue, etc.)
Collections of Outstanding Invoices
Set a budget for varying sections of your business
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Annual Gross Revenue
Annual Revenue Changes
Di revenue last year increase, decrease or stay the same?
Increased
Decreased
Stayed The Same
Not Sure
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Human Resources Tasks
Which of these items have been used within your company in the last 3 years? Please select all that apply.
Hiring
Termination
Annual Reviews
Promotions
Bonus Payments
Performance Reviews and discussion
Health & Safety Training
Onboarding New Employee
Employee Training
Recruitment
Employee Relations (Complaints, concerns, etc.)
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Technology Tools & Systems
Accounting Software
Appointment Booking Software
Customer Relationship Management (CRM)
Email (MS Office, Google Workspace, Zoho)
Design - Graphics and Video Editing
Email Broadcasting Software
Inventory Management
Podcast Broadcasting
Project Management
Reputation Management
Social Media Scheduler & Management
Team Management Software
Video Calling (Zoom, Google Meets, etc)
Website Hosting / Domains
Website Plugins & Themes
Other
Legal Tasks
Which items on this list have been used or needed in the past 3 years? Please select all that apply.
Employee Contracts
Vendor / Supplier Contracts
Copywrite Content
Patents for products or intellectual property
Registerd Business
Landlord / Tenant Agreements
Filing for all contracts (bank, merchant services, rental agreement, etc.)
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Challenges
Vision Goals