Marketing Workbook

This form is best suited for larger screens. When possible, please avoid attempting to submit on mobile devices.

A fillable PDF version of this form is available if requested.

Please complete this questionnaire and return it to us 72 hours prior to our consultation. This will give us the information we need to gather and prepare for our appointment. It will also make our meeting go more smoothly and help us get you back to your busy day.

If you are unable to return this workbook 72 hours prior to our consultation, we will be happy to reschedule for another date and time.

Just call us at 315.685.9500.

Contact Details

Company Name

Company Address

Website

Who is filling out this form?

Phone

Who are the primary decision makerters at your company?

Distributor/TM

Scheduled for

Date

Time

Company Background

Tell us a little bit about your company. (How long have you been in business? How did you get started? Etc.)

Describe your current company culture.

List 4 – 5 general, overall business goals you have for your company. (i.e. I want more service agreements. I want to open a new showroom. I want to hire a sales staff. I want to grow my ductless sales by 20% this year. Etc.)

What does success look like for your organization?

What equipment do you sell?

Which manufacturers do you represent?

In addition to HVAC, what other products/services do you offer (plumbing, duct cleaning, solar, insulation, etc)?

Please list the towns in your service area?

Who are your biggest competitors?

How many vehicles/trucks on the road?

How many customers in your database (res vs. comm)?

How many residential service contracts?

How many commercial service contracts?

What dispatch/Customer Managment Software do you use?

How many customer emails collected?

How many customer mobile phone numbers?

What are your annual sales?

Current Marketing

How much are you spending now on marketing?

What percentage of your gross sales does this represent? (For moderate growth, spend 4-6%. For aggressive growth, spend 8%)

List the marketing venues you currently use: (Direct mail, PPC, SEO, radio, Valpak, etc. and approximately how much you spend with each.)

Total marketing spend for previous year

Do you currently have someone managing your social media pages?

Yes No I'm not sure

Which Social Media Platforms does your company currently have a page on?

Facebook Twitter Linked In Instagram

Branding

Brand Attributes. What do you want your branding to communicate to customers about your company?

Logo: How long have you been using your current logo? What do you like/dislike about it?

Unique Selling Proposition. Why are you different/better than your competitors? Why are you uniquely qualified to earn the customer’s business?

Brand Ambassadors: Does your staff understand what your brand is? Can they explain what it stands for?

**If possible, we would like to access your Google Analytics so we can take a look at them before our consultation. Please ask your web provider to add our email address Jeannie@changehvac.com so that we may read and analyze your reports to help us make solid marketing decisions together.

Define Your Best Potential Customer and Target Area

Zip codes/towns you’d like to target to gain new customers (choose at least 5 towns to start with):

Who are your best prospects in these towns?

Age of homeowner

Value of home

Household income

Age of home

Notes for us:

Thank you for taking the time to fill out this workbook.

Please return this to your Marketing Consultant 72 hours prior to the scheduled consultation so that we have time to gather and prepare information.

If you are unable to complete the form prior to the consultation, we will be happy to reschedule. We understand your time is valuable and we want to make the most of the time we have together and focus on the best solutions to grow your company.

Please don’t hesitate to contact us if you have any questions. We want to make
this process as seamless – and painless – as possible for you!

315-685-9500
Jeannie@ChangeHvac.com
Ej@ChangeHvac.com
Christie@ChangeHvac.com