Practice Marketing Survey

Please complete all fields.

Accountants Marketing Survey

Overall stategy

What type of businesses do you normally target?

Systems and Processes

Your overall approach to marketing

1=Poor, 5=Excellent
How is your current marketing resourced?
How do you normally attract new leads and clients?
1=Poor, 5=Excellent

Client Engagement: Working with your existing clients

1=Poor, 5=Excellent
Do you have processes in place for the following:
How do you normally communicate with your customers?
Which communication methods do you find most effective?
How would you like to communicate with your customers more often?

Social Media

1=Poor, 5=Excellent
Which Social Media platforms does your practice currently use?

Reaching a broader audience

Are you interested in speaking online or in public?

Any additional information…

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