Worksheet

What's My WEButation?!

Assessment for strategies to develop a customized business and sales training and skills program.

1.

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2.

What's My Webutation?

This survey is for the main decision makers in an organization. You are encouraged to answer fully and don't be afraid to dream big! All communication is confidential and used for the sole purpose of customizing your results! There are approximately 50 questions! Don't skip any! Feel free to check all that apply or answer n/a.

3.

Email Address

What is the best way to email you results? By the way, at the end, there is a spot where it asks if you want this answered survey emailed to you.

4.

Full Name

5.

Mailing Address

6.

Birthday

7.

Present Company Name

8.

Company Address

9.

CREATING AND EXECUTING YOUR 'BRAND'

These questions will guide us into your messaging for your brand and business. We will uncover WHAT we want to say, TO WHOM, HOW, WHERE and WHEN!

10.

Company Website

11.

Personal Website, If you have one

12.

Other Relevant Websites

13.

Mission Statement

Do you have a defined Mission Statement? A Mission Statement is who you "ARE". The Mission Statement does not change very much with time. If you do not have a defined Mission Statement, why don't you try and define it in your words right now?

14.

What is your Vision for the next 5 years?

A Vision Statement is nimble, adjusting to circumstances, market trends, etc.

15.

What do you envision as your Vision Crossroads?

When you decide to make major changes, what would they look like to you right now?

16.

Do you believe that your Mission and Vision Statement are clearly communicated to your client?

Please check all that apply

17.

Do you feel your Mission and Vision Statements are clearly communciated to and by your sales associates?

Please check all that apply.

18.

What are you currently using as training for your sales associates?

What are the action items and tools that are being trained to your associates for skill building?

19.

What is your recruiting strategy at this time?

How do you recruit? Do you have special incentives offered to existing agents, or those joining?

20.

Do you prefer experienced or new agents?

Please check all that apply.

21.

What is your strategic distinction?

What is it that you, only you, bring to the transaction?

22.

How do you primarily communicate with your clients?

Please check all that apply

23.

What is your 'brand'?

Please give a brief description of what you consider to be your 'brand'.

24.

Are you satisfied with your brand?

Give a brief explanation. If you are considering transitioning or amplifying, what is your idea?

25.

Who do you serve?

26.

Marketing Audit

What do you currently have in place?

27.

Do you have a marketing budget?

28.

How do you invest?

Briefly describe how and why you invest at this time.

29.

What are your marketing goals?

Please check all that apply

30.

What has worked well for you in the past?

Please check all that apply

31.

What has NOT worked so well?

Please check all that apply

32.

What have you wanted to try but have been afraid to?

33.

What do you wish you knew more about?

34.

Who's marketing do you like? Why?

35.

Who's marketing do you not like, and why not?

36.

What makes NO SENSE to you in marketing?

37.

Please identify your facebook presence

What is the name of:

  • Personal profile,
  • Professional Page(s),
  • Groups
38.

What is your Instagram profile?

What is the name of:

  • Personal profile,
  • Professional Page(s),
39.

Please identify your twitter name(s)

40.

Please identify your linkedin presence

41.

Please identify your Yelp presence

42.

Where do you ask for reviews?

43.

What are you doing for additional Reputation Marketing?

44.

Describe how you manage your reputation

45.

Describe how you monitor your reputation

46.

What is your system for Gratitude Marketing?

47.

What do you wish I asked but I didn't?

48.

Final Inspiration for you from the Dalai Lama himself!

"In order to carry a positive action we must develop here a positive vision."