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Rick Telberg || CPATrendlinesResearch

Marketing and Business Development Trends

1.

THANKS FOR JOINING THE SURVEY!

Where should we send the results?

2.

OVER THE PAST YEAR, how have your (or your firm's) marketing and business development activities changed?

Increased Significantly
Increased Somewhat
No change
Decreased Somewhat
Decreased Significantly
3.OVER THE NEXT YEAR, how do you expect your marketing activities to change?
Increase Significantly
Increase Somewhat
No change
Decrease Somewhat
Decrease Significantly
4.How are your PERSONAL marketing activities changing?
Increasing Significantly
Increasing Somewhat
No change
Decreasing Somewhat
Decreasing Significantly
5.

PLEASE EXPLAIN: What will you (or your fim) be doing differently in the next year?

6.

WHAT ARE YOUR MARKETING OBJECTIVES?

(Please check all that apply.)

7.

YOUR MARKETING PLANS:


Over the NEXT 12 MONTHS, which of these activities will you or your firm be INCREASING?

(Please check all that apply.)

8.PLEASE RATE your organization in marketing and business development.
Never (Not at All True)
Sometimes
Often
Always (Completely True)
Our marketing strategies ACHIEVE their goals.
We follow a written, strategic MARKETING/BIZ-DEV PLAN.
Our revenue growth SURPASSES MOST COMPETITORS'.
Our PROFITS are better than most of our competitors.
We target NICHES and SPECIALTIES.
Everyone is involved and accountable for GENERATING NEW BUSINESS.
We're not afraid to turn away or "fire" CLIENTS WHO DON'T FIT OUR TARGET.
We have a "MARKETING CULTURE."
We REWARD people for winning new business.
We make business development activities part of ROUTINE PERFORMANCE EVALUATIONS.
CLIENTS AGREE to fee increases and recommendations for additional services.
I'm SATISFIED with our marketing strategies and activities.
9.BOTTOM LINE: In marketing and business development... What's working for you these days?
10.PLEASE TELL US SOMETHING ABOUT YOURSELF....

In what type of business do you work?
11.How many people work in your office or location?
12.Which best describes your position?
13.Are you an in-firm marketing professional?
14.OPTIONAL: Can we quote you? Thanks!
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