New Client Success Plan

Our Journey Together Starts Here!

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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 or leaders in your space that you would like for us to evaluate?*
The abridged SWOT analysis included in your plan will highlight these organizations public / online strengths, weaknesses, opportunities you have when competing, and threats you need to prepare for and overcome.
Please Note:
1. These entities can be a direct competitor, or ones you aspire to be like
2. Please include their names, website URL's, and social media links you want us to examine
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. Please specify if you answering this question based on the average month or year.
Also, for not-for-profit organizations, please specify how you currently evaluate the growth of your organization (i.e. Website visitors, podcast downloads, physical visitors, etc.).
What is your average sale amount per transaction?*
i.e. $23,500/client, $4,000/sale, $27.50/order, etc.
For non-profits, this number could be your average donation size.
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.
If you measure results in downloads or followers, enter that growth here.
Based on these numbers, your average investment in new client acquisitions is...
Number of annual marketing dollars invested this year divided by the number of new clients acquired
What are your growth 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 in each area of your organization?
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 in when people search for for them in search engines such as Google, YouTube, and Amazon?*
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", "Is God real?", "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", "Northern Ireland", "Asia", etc.