New Client Success Plan

Our Journey Together Starts Here!

LET’S DO THIS!

Fill out this short form to Ascend.

Step 1 of 3

Vision, Goals, & Outcomes
What is your current plan for your organization?*
Is there a specific business unit within your organization that you would like Ascend to focus on?
For instance, our MMA gloves, our new service department, our new woman's division, etc.
Who are the top 3 competitors in your space that you would like for us to evaluate?*
Four (4) Notes:
1. Either locally for physical businesses or online for digital ones.
2. Please type out their names and copy and paste links to their website(s) here.
3.These entities can be a direct competitor, or someone you aspire to be like.
4.The abridged SWOT analysis included in your plan with highlight their strengths, weaknesses, opportunities you have when competing, and threats you need to prepare fro and overcome.
Who is the leader in your industry?*
Out of all the companies in your industry that provide the same type of products and/or services you do, who is the leader? National or international, who does it best? (besides you of course 😉 )
Also, what makes them earn the title of the "best" to you? What are they doing well?
What are your three most profitable products or services?
Based on margin, what products, services, or divisions generate the most revenue for you?
How many unique clients did you serve on average?*
A unique client is one client. They can buy from you 1 time a year or 10,000 times, but they are 1 unique client.
Also, please specify if you answering this question based on the average month OR year.
What is your average sale amount per transaction?*
i.e. $23,500/client, $4,000/sale, $27.50/order, etc.
How much money did you invest in all areas of sales & marketing last year? (excluding payroll & taxes)*
Website, traditional ads, SEO, phonebook, networking groups, PPC ads, consultants, etc.
How many new clients did your sales & marketing efforts bring in last year?
i.e. 534 new clients, 5 new clients, etc.
So your investment in new client acquisitions is...
Number of annual dollars invested this year divided by the number of new clients acquired
What are your sales goals for this year?*
Be as specific and detailed as you'd like. What benchmarks and Sales metrics have you set and are determined to achieve this year?
What has your "average" historic rate of growth been, AND what is your target rate of growth for this year?
i.e. We've historically grown at 5-8% for the last 30 years. Last years growth was 7.5%. This year we are shooting for 9%+ growth
What Keywords and/or Phrases do you want to dominate for when people look for them using search engines like Google?
Please list 5-10 keywords or phrases you think your ideal clients will be "Googling" to find your type of products or services i.e. "Cash home buyers Pensacola", "Dog walkers near me", "Custom jewelry", "Orthopedic massage Denver", etc.
What physical locations or regions do you want to specifically target?
Please list 1-5 locations that contain your ideal target client i.e. "Pensacola", "Northwest Idaho", "01757", United States, etc.