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Client Questions
Aaron Ber
2021-07-18T19:18:00+00:00
Client Questions
General
Name
First
Last
Company Name
Number of Employees
Industry
How many vendors/outside resources? (e.g. webmaster, accountant) do you used on a regular basis:
Do you have an intranet site?
Yes
No
Finances/Admin
How are people paid?
Are you publicly traded?
Yes
No
Do you or are you obligated to have your returns audited?
Which financial reports do you run and how often?
Which departments use these reports?
HR
What/where is the current HR manual?
What is the hiring process?
Do you have an onboarding process?
Yes
No
What is your onboarding process?
What is the firing process?
IT
What programs are used (by department)? (MATRIX)
Admin
Finance
HR
Marketing
Operations
Sales
Other
What processes are associated with each program?
Admin
Finance
HR
Marketing
Operations
Sales
Other
What changes are being implemented within the next months?
Do you have any software that you have either customized or developed in-house?
Yes
No
Operations
What do you produce/offer?
How do you produce/offer it?
What roles are involved?
What are the responsibilities of each role?
Is there a certification program?
Yes
No
What is required for success in each role?
What percentage of your processes that are non-software-based are documented?
Please enter a number from
1
to
100
.
What changes are being implemented within the next months?
Which reports do you generate? How often and to whom?
Marketing
How do you currently acquire clients?
Where is your marketing content produced?
In-house
Third-party
Both (in-house & third-party)
What metrics are used to measure success of each campaign?
Which reports do you generate? How often and to whom?
How closely do you work with Sales?
Sales
How do you currently acquire clients?
What is the current sales playbook (if it exists)?
What quotas are in place?
What is the current sales renumeration/commission structure?
What is the average time required to close a sale (in months)?
What is the average price of a sale?
How long does the average order take to be fulfilled / client launched?
How closely do you work with marketing?
Do you have a non-sales expert (e.g. engineer) that accompanies the rep on sales calls?
Yes
No
Leadership
What is the corporate vision?
How does leadership communicate this vision?
How does leadership communicate?
What projects is leadership involved in?
Whom is involved in each project to help insure its success?
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