Marketing Committee
Member
Interview
Business Community Presence
/ Meeting People
1.
What
organizations (professional, civic, trade) are you
currently involved
in?
2.
Are
there any specific organizations you think the
firm should participate more
in?
3.
How
important do you think our involvement is in state
and local levels of the state
society?
4.
What
level of participation would you be interested
in?
Referral
Sources
5.
How
strong is your referral network? Would you
like to see the firm focus more on referral source
relationships? What
should we do to improve those
relationships?
6.
Are
there organizations and/or opportunities within
our referral source networks that we should be
involved in?
Should we organize more social events and
mixers with referral sources? Co-sponsor
seminars?
Cross-Selling
7.
How
well do you think we do as a firm at cross-selling
of services?
Are you comfortable talking to clients
about all of the services we can offer?
8.
Do
you think we are portrayed by our clients as
“advisors” and “consultants”? Do you
think our clients turn to us for advice about
business decisions or are we simply made aware
after the fact? Are we
proactive enough with our clients in identifying
their needs and staying on top of what is
happening in their business?
9.
What
could we do to improve our cross-selling
efforts?
Marketing Materials
10.
Do
you think the firm has adequate marketing
materials?
11.
How
would you rate the importance of and the current
status of our Web site?
12.
Should the
firm send newsletters to clients and referral
sources? (one, several, internally
written)
Public
Awareness
13.
How
effective do you think advertising in trade
journals and targeted publications
is?
14.
Do
you think the firm should publish articles in
specialty areas?
15.
Do
you think the firm should speak and teach on areas
of specialty?
Marketing
Participation
16.
Who
do you think should participate in firm business
development and
marketing?
17.
Do
you think the staff know enough about the firm,
target clients, services, and general expectations
to feel comfortable marketing and/or recognizing
opportunities?
18.
Should
the firm develop a recognition and reward system
for involvement?
General
19.
Do
you have any general expectations for what the
Marketing Plan should include and
accomplish?
