Tomsi Media Client Onboarding Survey

Please complete this survey so that we can better understand your business and goals. Please take the time to complete this survey as thoroughly as possible, the better you answer these questions and the more information you provide the better we will be able to serve you as a client and deliver amazing results. Tomsi Media.

Owner - First Name *

Owner - Last Name *

Email (Used for payment) *

Business Name *

Company Website *

Owner Phone/Mobile Number (For Emergencies) *

Company Phone Number *

All Team Members *

Location/Address - Street, Number, City State, Zip Code *

Which City should we call out in our marketing? *

Which phone number(s) would you like lead, appt, reschedule & cancellation notifications sent to? *

Are you okay with Tomsi Media using a 1-10 Day free trial in your marketing? *

Yes

What is your EIN Business Registration Number? (We need to submit an A2P registration application in order to get US based phone numbers for calls and texts) *

Enter the exact business name, as registered with the Government and mentioned in your tax documents (W2, W9 or CP 575). *

How much are your memberships? *

What are the exact time slots when you can take trial classes? (So we can create the calendar) *

Enter all the frequently asked questions you get and the answers to those questions *

Enter the three best reviews people have left online *

Anything else we should know about? *

Learn More About Our Client Referral System

Market Research - Questions

These market research questions are extremely important to us & our process. Please take your time & fill these in with as much detail as possible.

What Martial Arts do you sell?

What program do you want to concentrate on initially? Examples: Taekwondo Kids or BJJ adults

How many leads per month do you currently get from your online marketing?

How many of those leads do you consistently turn into customers?

How quickly can you respond to customer inquiries?

Describe your target customer, talk in specifics, stereotypes, whatever is best?

What types of marketing have you done in the past?

What marketing are you currently doing? What's working? What isn't?

What has been your best performing marketing and how much are you spending?

What other marketing agencies/programs have you tried and what frustrations did you have with them?

Which programs or services are most profitable for you?

Describe what you normally do for a new customer - classes, trials, tests, challenges, etc?

Whats winning for you? Leads, ROI, Conversions, how many customers would you need to pay a marketing company?

Which type of customer do you like working with?

Who pays the most?

Who is your most consistent client?

What are their interests, hobbies, groups, associations, where do they live and what do?

What’s your biggest challenge when it comes to programs like this?

How would it feel if this problem was gone?

What’s your goal in regards to this program?

What’s your biggest goal and how would you want to improve over this coming year?

How much does your audience trust you? 0-10. Are you advertising to people that have never heard of you?

What’s the price of your product or service? In $$$ and how does it compare with alternatives?

How long does it take to explain to someone the way you can help them? Pitch time?

How active is your target audience on Facebook and Instagram?

Whats your current close rate for cold, warm, and hot traffic?

How long is our validation phase (function of how long sales cycle, how much leads are worth, history of online activity for business and online activity of customer)?

Describe what you normally do for a first time customer (onboarding, inspections, tests, etc)?

Who do you know that would benefit from your product/service?

What do you think the primary advantage of doing business with you or your business is over your competitor?

What proof of results or testimonials do you have?

After all this goes well would you prefer a written or verbal testimony?