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Do You Know Your Customers?
How regularly do you purchase fresh prospect data?
Every 6 months or less
Every 12 months or less
Every 12 months+
Never
Wait, you can buy prospect data?
How many data sources do you have? (examples: Salesforce, AMS, Quickbooks, Payroll, etc.)
0
1
2
3
4
5+
Not Sure
Would your business be improved if you could integrate data from multiple sources?
Yes
No
My business is perfect and can’t be improved
How often do you clean and standardize your client data list?
Every 6 months
Every 12 months
Something between annually and never
Never
Next
Do you use the attributes of your most profitable clients/customers to find new prospects that look like them?
Yes
No
I don’t know the attributes of my best clients/customers
Do you currently know all the key business attributes for ALL your clients/customers?
Yes
Some or most
No
I just told you, I don’t know!
How often do you update your client data list with attributes to help you know your clients better?
Every 6 months
Every 12 months
Never
You’re really going to make me say it again?
Would your marketing efforts be improved if you knew more about your clients?
Yes
No
As long as they’re paying, I don’t care who they are
Next
Do you know the lifetime value of your clients/customers?
Yes
No
They’re still living, so how should I know?
Do you know the total revenue generated by clients/customers over the last 12 months?
Yes
No
Submit
