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For the full working version of this template please contact Connolly and Associates on (08) 9426 0680

MARKETING STRATEGY QUESTIONNAIRE

Prepared by: Purpose

Date:

Use this template to capture the key information that you need to develop a thorough marketing strategy. The questions and dialogue/answer boxes to be completed have been based upon a review of an ACCOUNTING BUSINESS for illustrative purposes. You will need to convert the accounting business (a service business) questions and revenue terms to suit the business you are reviewing. The marketing issues are the same for all businesses in either a service or product selling business. The product being sold in the accounting business is time and the inventory is Work in Progress. This marketing plan works for service industries (whose product being sold is time and their inventory, WIP) and wholesale and retail enterprises.

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For the full working version of this template please contact Connolly and Associates on (08) 9426 0680

For the full working version of this template please contact Connolly and Associates on (08) 9426 0680

Marketing Strategy Questionnaire

INDEX

This template is divided into the following question sections:

1. 2. 3. 4. 5. 6. 7. 8.

Background ............................................................................................................... 3 Market .......................................................................................................................... 4 Target Audience ....................................................................................................... 6 Competition ............................................................................................................... 8 Offering ....................................................................................................................... 9 Messages .................................................................................................................. 10 Sales and Buying Process ................................................................................... 12 Pricing ....................................................................................................................... 13

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For the full working version of this template please contact Connolly and Associates on (08) 9426 0680

For the full working version of this template please contact Connolly and Associates on (08) 9426 0680

Marketing Strategy Questionnaire

Background
A. What business are we in? (What needs does our business meet in the marketplace?)
(2–3 sentences)

Strategic business Advice to deliver sustainable Business solutions Piece of mind for clients • Profit Improvement • Accurate Management Reporting • Taxation management • Liaison with Wealth management Systems • Risk minimisation

B. What services and/or products do we provide?
(1 paragraph)

Management, Financial and taxation planning.

C. What are our business objectives over the next two years? Be as specific as possible, and make sure to address the following goals: • Number of customers • Revenue • Profit • Market share 46 Client groups to become 60 Revenue Increase of $2,000,000 Profit = $400,000 Develop name as specialist firm D. What compelled us to start this business? The desire to be autonomous and provide staff and clients with genuine best practice resources and outcomes

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For the full working version of this template please contact Connolly and Associates on (08) 9426 0680