Have questions about your questionnaire?  Here are some basic explanations that may help you clarify.



*Questionnaire for [CONTACT, COMPANY]*


1. What one specific product or service would you like to offer your leads?


Identify the key product or service you would like to offer. This is needed to identify your target market/ product demographics


2. Please answer the following about that offer:

Who: Who (what client/customer or what type of client or customer) is the

offer for? Please be as specific as possible.


By identifying what type of client/customer the offer is for you will be able to effectively design and develop a marketing strategy that appeals directly to your audience. This is why specificity is needed.


What: What are the specific benefits that the client/customer gets for

taking your offer? Please list the top 5 tangible benefits. Tangible

benefits are things like: "client will save $____ versus my competitors",

"client will get XX number of ___ benefits over my competition", "we are

faster than the competition by XX hours, minutes or days", "we provide

$_____ dollars in value to our clients with our offer"


By identifying the benefits and obtaining the demographic information, this will allow Automate and the business owner to tailor the product packaging, advertisements, location, and pricing.


Where: Where does the transaction for the offer take place? Where can the

lead obtain proof that the offer is right for them or of the best value?


It is key for a customer/lead to have assurance before purchasing. There is a need to place trust in the product, which will offer a chance to have returning customers, quality rated reviews and positive exposure.


Why: Why your company and offer and not the competition? This is what is

called the "bottomline".


This bottomline is what makes the company different. It is needed to highlight the compelling features, qualities and/or services that the competition can’t duplicate.


How: How can you deliver proof that your offer is worth it over other means

of obtaining the same service? How long will it take and by what means to

deliver the value of your offer?


It is proving that your bottomline is feasible and quantifiable. The purpose of a bottomline is not for jargon purposes but to quantify and visibly display to their customers that they will get the best offer.


3. Where online can the lead find the terms and conditions of what you

offer (legal contract that they must abide by)? If the terms are not

currently online, how soon can you put the terms and conditions of your

offer online for viewing?


There are laws in place to protect leads/customers from being misled about services and products they buy. Any inclining of false or misleading claims can tarnish the business brand, credibility, and may lead to legal actions. In the end, terms and conditions are needed to protect the business and the consumer.