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Create New Opportunities

Please answer questions below as it applies to your company so that we can better understand your needs. The more comprehensive your descriptions, the better!

If you have more than one service offering that has different demographics, please provide individual responses. E.g. 1) In-house consulting, 2) Peer advisory, 3) Workshops, 4) Webinars etc.

First name*

Last name*

Company name*

Position*

Email*

Address*

Phone*

Website

About Your Company*

Ideal Client Profile*

Goals for the upcoming year*

What has worked in the past?

What are 3 of your biggest competitors?

What hurdles are you currently facing?

Why do you do what you do?*

What is the cost for membership or to engage with your services?*

How are the membership fees shared? (% to larger organization, franchise, equal share, ect.)

Do you have a Marketing Budget?*

Yes

How soon are you looking to get started?*

Month

Day

Year

Out of 10 qualified opportunities, how many of them can you convert to a sale?*

Do you have a Sales Navigator Subscription?*

Yes

How many profiles are connected to your LinkedIn Network? *

How many followers are in your LinkedIn Network?*

Check the following add-on you might be interested in¹:*

The Full MATRIX Chair Growth System

LinkedIn Outreach Campaigns (using MATRIX 7-Step Lead Generation Process)

Email Marketing - Drip Campaigns

Event Marketing

Identifying Additional Facilitators to Work with You

High End Promotional Items

Build a Qualified List Based Off of Ideal Client Profile

Other

What are you looking to accomplish¹ with MATRIX¹?*

Establish your network in the area

Build a robust sales pipeline

Launch your group/Grow your member/client base

Build your network of qualified contacts

Add to your current acquisition process

Launch a new program

Promote your event

Other

¹ This question determines key features of your agreement such as scope of services, add-ons suggested, term length and pricing.

Were you referred by someone else? If so, who and from what organization?

Other Information

Promo Code

New Client Questionnaire

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