Form

This worksheet is a great way to get you to start thinking about how to grow your business from a holistic perspective, whether you are just starting up or already established.

What is the name of your business?

Why did you go into business?

What problem are you solving? What need are you fulfilling?

What products/services do you offer?

What are the key benefits your product/service brings to your customers?

We're asking about BENEFITS, not FEATURES. A feature is something that your product has or is. Benefits are the outcomes or results that customers will experience by using your product or service

What is the buyer's journey for your customer?

Where, when and how will customers purchase and receive/experience your product/services?

Who is your ideal customer?

Could be based on demographics, state of mind, situation, job by industry, etc.

How will these customers learn about your business?

Website, Google, Social Media, Word of Mouth?

What action do you want them to take upon learning about your business?

Buy online, sign up, fill out a form, schedule a consultation, sign up for a free trial, call, email etc.

Who are your top competitors?

List three, include their websites if possible.

What sets your business apart from these competitors?

Do you know what the lifetime value of a customer is for your business?

What is it? Customer Lifetime Value (LTV) represents the average monetary customer worth over their lifetime. In other words: how much money will one customer bring to your business on average before you lose them. How To Calculate It - Take the average monthly profit per customer and divide it by your customer turnover rate. Why Does It Matter? Knowing the LTV can be very useful when determining how much money you should spend on sales and marketing to acquire new customers.

Now that you have an idea of what value a customer brings to your business, what would you be willing to spend to acquire a new customer?

Do you know how much you're spending on sales and marketing per customer now?

If so, how much?

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