Value My Business

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Business Assessment Registration Form

Please fill out the form below to register for your Business Assessment. This will allow us to understand key areas of your business, including marketing, client acquisition, and sales, so we can provide tailored strategies to help you grow and optimize your business operations.

Business Information

First Name *

Last Name *

Phone *

Email *

Name of Business

Industry

How many years have you been in business?

How many hours do you work per-week?

What is your primary business goal this year?

What is the biggest challenge your business is currently facing?

Daily Calling

We’d like to gain a better understanding of your preferred method for making sales calls. By knowing how you approach outreach, whether through cold calls, warm follow-ups, or referrals, we can better tailor our support to align with your style and help enhance your sales strategy.

Are you open to cold calling leads and prospecting contacts, or are you only interested in growing your business through marketing by referral, or do you want to pursue both strategies?

Do you have enough contacts in your CRM to make new calls and follow-up calls for at least one hour per day?

On a scale of 1 to 10, how confident are you in making cold and warm prospecting calls?

Are you open to making sales calls as a strategy to grow your business?

If applicable, where do you feel you need support in making cold prospecting calls and warm marketing-by-referral calls?

Sales Script

We’ve found that the most common reason sales professionals hesitate to make calls is that they don’t know what to say in a way that effectively converts prospects into clients. Without a clear, compelling message, it’s difficult to feel confident when picking up the phone. However, once a sales professional learns how to communicate the value of their product or service and master the art of closing deals, they gain the confidence to make calls regularly. Knowing exactly how to engage and convert prospects makes all the difference, turning cold calls into valuable opportunities for business growth.

How do you provide value to potential clients before they are ready to commit to your services?

On a scale of 1 to 10, how confident are you in your ability to engage prospects and convert them into closed clients with your communication?

On a scale of 1 to 10, how effective is your monthly follow-up message in engaging with contacts in your CRM?

Client Acquisition Strategy

We’d like to gain a better understanding of your lead generation strategies and the results you’ve been achieving. By learning about the methods you currently use to attract and engage potential clients, we can assess their effectiveness and identify areas for improvement. This insight will allow us to tailor our approach to better align with your goals, helping you generate more high-quality leads and ultimately boost your conversion rates. Our focus is on optimizing your lead generation efforts so that you can achieve more consistent and profitable results.

What is your average monthly marketing budget?

What outreach strategies do you use to prospect and attract new clients?

Do you prefer to focus exclusively on referrals to generate new clients, or are you open to investing in marketing strategies to attract additional leads?

How many referrals/leads are you generating per month?

What is your average sales revenue per client?

What is your average cost to acquire a new client?

What is 25% of your average sales revenue per client?

Is your annual gross income $100,000?

If your business were struggling to turn a profit, what marketing strategy would you prioritize investing $10,000 in to get it back on track?

Qualified Prospective Clients

A great way to understand the potential of a business is by examining the number of qualified prospective clients within their pipeline. This insight provides a clear picture of the business’s value and sales potential, helping us gauge the current opportunities for growth. By understanding how many qualified prospects are actively engaged, we can better assess the likelihood of conversion and identify strategies to increase revenue. This information allows us to evaluate the overall health of the business and tailor our approach to maximize the conversion of these prospects into loyal clients.

How do you define a qualified prospective client in your business?

Do you use a CRM to track qualified prospective clients who have opted in to receive monthly messages from your business?

How do you follow up with qualified prospective clients (opted-In) by sending monthly messages about your business? (click all that apply)

Do you use a CRM to assign all qualified prospective clients to a "Qualified" stage within a follow-up pipeline?

Do you encourage your qualified prospective clients to opt in for automated ongoing updates, such as monthly emails, texts, or newsletters, from your business?

On a scale of 1 to 10, how would you rate your ability to get qualified clients to opt in for automated monthly follow-ups through your CRM?

How many prospective clients in your CRM have you identified as financially capable of becoming paying clients?

What is the total sales volume represented by the qualified prospective clients in your CRM who have opted in to receive monthly follow-up messages?

If you were to close every qualified client who has opted in to receive monthly follow-up messages from your business, what would your total gross revenue be?

Client Retention & Satisfaction

Our focus is to help businesses improve their conversion rates by enhancing how they engage with their contacts. This includes refining their calling and messaging strategies, as well as implementing effective permission-based follow-ups to stay connected with opted-in contacts in their CRM. By maintaining consistent, value-driven communication and staying top of mind with prospects every month, businesses can nurture relationships, build trust, and ultimately convert more leads into paying clients.

Do you use a CRM to follow up with your opted-in list of qualified clients?

Do you segment your list of qualified clients based on their interests or needs for tailored communication?

How do you obtain permission from your prospects to follow up with them regularly?

What challenges do you face in converting qualified leads into customers through follow-up?

What aspects of your follow-up strategy do you think could be improved to increase conversions?

Questions for Assessing Sales Productivity and Strategy

The questions asked are designed to assess various aspects of a sales professional’s daily routines and strategies, with a focus on maximizing productivity and improving lead conversion. These questions aim to gather insights into how effectively a sales professional builds and manages their call lists, creates engaging content, and dedicates time to outreach and follow-up activities. By evaluating their daily call habits, online engagement, content creation practices, and ad management strategies, we can better understand how well they are staying top-of-mind with prospects, converting leads, and maintaining relationships.

Building Lists of People to Call

Do you create daily calling lists?

Do you use a CRM create daily call lists?

How often do you review and update your call lists to ensure they remain relevant?

How do you measure the success of your daily call outreach efforts?

Content Creation

How often do you create content to engage your audience?

Do you find your content creation efforts generate leads or build trust with your audience?

What challenges do you face in consistently creating content?

Minimum 1 Hour a Day Calling

Do you have sufficient contacts, leads, and lists to support reaching your sales goals?

Are you willing to make calls a minimum of 1 hour per-day?

How do you track and follow up on the outcomes of your calls?

Engaging with Contacts

Running Paid & Retargeting Ads

How do you decide on your budget and target audience for paid advertisements?

New Calls and Follow-Up Calls

On a scale of 1 to 10, how effectively do you engage with your audience?

How do you track the outcomes of your calls to improve your approach?

Business Income

How much revenue did your business generate in the last 12 months?

What is your yearly revenue goal?

What one thing would you like to improve in your business right now?

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Contact:

Jeffrey Carlston

Marketing Success Manager

Contact (801) 548-2627