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Questionnaire
Existing Business
New Business Launch
Fill in the below information and click submit to confidentially send to our managing partners for their assessment. Your information is private and secure and used only for our free consultation follow up.
Company Information
Company Name
Address
Phone
Email Address
Website
Contact
Company and Product Overview
Business birth date
Product is produced
Select
Domestically
Overseas
Both
The category that best defines your business is
Select
General Gift
Stationery
Bath/Personal Care
Accessories
Home Accessories
Toys
Baby
Textiles
Tabletop
Other
Your closest competitor's name is
Vision
Your greatest challenge is
Your greatest need is
You envision your future growth will evolve primarily from
Select
New product
Targeted Marketing
Selling Strategies
Rebranding
Fresh Talent
Better Business Practices
More Competitive Pricing
Increased Market Exposure
A New Look
Uncertain
Sales
Annual sales last year were
Select
<$100k
$100k to $1 million
$1 million to $5 million
$5 million to $8 million
$8 million to $15 million
> $15 million
You ___ use rep agencies
Select
Do
Do not
Your top 3 agencies and regions they represent are
You have approximately ___ active wholesale customers
The majority of your customers are
Select
Key accounts (large retailers)
Independent accounts
Independent accounts
Independent accounts (small individually owned stores)
Direct to consumers
You ___ sell direct to consumers
Select
Do
Do not
Marketing
You market your product line in the following ways
Advertising
Yes
No
Editorials, PR
Yes
No
Direct Mail (brochure, postcard)
Yes
No
E Blasts
Yes
No
Catalog
Yes
No
Website
Yes
No
Tradeshows
Yes
No
Social Networking
Yes
No
Telemarketing
Yes
No
Other
Yes
No
You exhibit at these trade shows
and the booth spaces are
Permanent
Yes
No
Temporary
Yes
No
Management
The number of positions held within your company for
Office personnel totals
Warehouse personnel totals
You have an in-house design team
Yes
No
You have a dedicated customer service person/team
Yes
No
You have a management team
Yes
No
Individual Positions held include
Operations/Warehouse Mgr
Yes
No
Accountant
Yes
No
President/CEO
Yes
No
Marketing Director
Yes
No
Sales Manager
Yes
No
You have a back office accounting and/or order tracking system
Yes
No