Step 1 - Growth Report Customer Data | Tilbrook Consulting, DreamSpeed

1. Company Name*

2. Website (if available)*

3. Business Location*

4. Contact*

5. Email address for Report Delivery*

6. Phone Number

7. Business Category*

8. Briefly describe what your business sells or provides.*

9. How long has your business been operating?*

Less than 1 year

1 - 3 years

4 - 7 years

8 - 15 years

More than 15 years

10. Company (approximate) Annual Revenue*

Under $250K

$250K to $500K

$500 to $1M

$1M to $2M

Over $5M

Prefer not to say

11. Number of Employees

Owner Only

2 to 5

6 to 10

11 to 25

26 to 50

Over 50

12. What is your most important business growth goal over the next 12 months*

13. What is your most important business growth goal over the next 90 days?*

Get more leads

Improve customer appointments or bookings

Increase store or website traffic

Improve follow up with prospects

Improve repeat business

Improve online visibility

Improve social media effectiveness

Improve customer reviews or reputation

Better understand local competitors

Use AI or automation more effectively

other

14. If "other", please explain.

15. What do you believe is currently holding back your growth*

Not enough new leads

Customers do not know we exist

Website does not convert visitors

Weak Google search visibility

Too much competition

Pricing pressure

Inconsistent follow up

Not enough repeat customers

Weak social media presence

Limited time or staff

Unsure how to use AI

Operations are too manual

Weak email/customer communication

Other

16. If you could fix one growth problem first, what would it be*

17. If "other", please explain

18. Are there specific products or services you most want to grow

19. Who is your ideal customer*

20. What makes your business different from competitors*

21. What do your customers most often compliment you on*

22. What objections or concerns do prospects commonly have before buying from you*

23. Who are your top three local competitors*

24. What geographic area do you want to attract customers from

25. How do most customers currently find your business*

Google search

Google Business Profile or maps

Referrals

Repeat customers

Facebook

Instagram

Youtube

Email campaigns

Paid ads

Walk in traffic

Local events

Networking groups

Direct mail

Website

Other

26. How would you rate your current website*

Excellent — it brings in leads or customers

Good — it explains the business but could improve

Fair — it exists but does not generate much activity

Poor — outdated or not useful

We do not have a website

27. How would you rate your current online visibility*

Strong — customers can easily find us online

Moderate — we show up sometimes

Weak — customers probably do not find us easily

Not sure

28. How often do you post on social media*

Several times per week

About once per week

A few times a month

Rarely

Never

We do not use social media

29. Do you currently collect customer emails or phone numbers for follow up*

Yes, consistently

Sometimes

Rarely

No

Not sure

30. Do you follow up with prospects who inquire but do not buy right away*

Yes, consistently

Sometimes

Rarely

No

Not sure

31. Do you have a customer review strategy?*

Yes, we regularly ask for reviews

Sometimes

Rarely

No

Not sure

32. Where do you believe potential customers are most likely dropping off*

They do not find us online

They visit the website but do not contact us

They contact us but do not schedule or buy

They receive a quote but do not approve it

They buy once but do not return

They choose a competitor

We do not know

33. What tools do you currently use to manage customers or leads*

Spreadsheet

Paper notes

CRM system

Scheduling software

Email platform

Point of sale system

Website forms

Text messaging

None

Not sure

Other

34. Are you currently using AI tools in your business*

Yes, regularly

Occasionally

Tried it, but not much

No

Not sure how AI would help

35. What would make this growth report especially useful to you*

36. Are there any specific questions you want the report to answer*

37. May we contact you if clarification is needed to complete your report*

Yes, you may contact me if needed

No, please complete the report using only the information provided

38. How quickly are you hoping to act on the recommendations*

Immediately

Within 30 days

Within 60 to 90 days

Sometime this year

I am mainly exploring options

I understand that Tilbrook Consulting will use this information to prepare my Growth Report and communicate with me about my report. I understand that Tilbrook Consulting does not sell my personal or business information.*

Yes, I understand that Tilbrook Consulting will not sell or share any information and will destroy/remove my information once they have delivered my report!

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