Your Contact Information

Name:

Address:

City:

State:
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Understanding Your Needs

At ThingsEternal, we encourage each of our clients to analyze their business through a series of "lenses." These lenses relate to your internal business practices (Your Plan and Your Systems) and to your external interactions in the marketplace and community (Your Image and Your Clients).

Your Plan

Your Plan answers questions about your products, business operations, and marketing strategy.

What type of business do you operate?

What characteristics set you apart from your competitors?

What professional goals do you wish to accomplish in the next 12 months?

What are your long-term goals for your business?

Do you have a current business plan?
Yes: No:

If you have a parent company, in what ways do they support Your Plan (training, goal-setting, etc.)?

Your Systems

Your Systems contain important information about your firm that enables you to make better business decisions and to tailor new services to your customers.

Do you keep records of the following information:
 

Customer contact information?
If yes, how?

Supplies/inventory?
If yes, how?

Vendors and business contacts?
If yes, how?

Sales, purchases, and other financial data?
If yes, how?

Correspondence
If yes, how?

What changes would you like to make to your methods of managing business information?

How do you currently analyze your information to identify trends and potential areas for growth?

If you have a parent company, in what ways do they support Your Systems (use of corporate database, etc.)?

Your Image

When Your Image is consistent and engaging, customers can readily identify your products and services.

What types of collateral do you currently use, or want to using, to communicate with your clients and the public?

How do you want people to view/think about you and your business?

If you have a parent company, in what ways do they support defining and presenting Your Image (cost sharing for printing, newsletter or business card templates, etc.)?

Your Clients

Understanding Your Clients enables you to heighten customer loyalty in order to improve profit margins and market share by embracing your customer base and responding to their specific needs and purchasing habits.

What groups represent your current market?
e.g., General Public, Families, Business Owners, other demographics?

What Client groups would you like to reach in the future?
e.g., General Public, Families, Business Owners, other demographics?

How do you attract new customers?

How do you communicate/follow-up with your customers?

What incentives do you offer to current, regular, or new clients?

What are your plans/desires for growing your client base?

If you have a parent company, in what ways do they support finding or serving Your Clients (internal referrals, etc.)?

Final Comments and Questions

Do you have any questions about our services or comments about your business?

Thank you for taking time to tell us about your business.
Please press "Submit" to send your information to ThingsEternal.