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Do you have a good process for getting new clients?

Note: Answer these quick questions to find out. There are no right or wrong answers. Just answer based on how your business works today, this helps us identify what improvements we can make.

1. Do you know who your ideal clients are?

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1. Do you know who your ideal clients are?

A

Yes (they are well defined, documented, and we have exclusion filters too)

B

Somewhat

C

Not really

2. Do you use email campaigns to get new clients?

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2. Do you use email campaigns to get new clients?

A

Yes, regularly

B

Occasionally

C

No

3. How do you build the email lists for your campaigns?

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3. How do you build the email lists for your campaigns?

A

I use tools to find contacts and create lists

B

Researching people one by one, spreadsheets, copying emails

C

I don't use email lists yet

4. What do you ask for in the emails you send?

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4. What do you ask for in the emails you send?

A

Book a call with me (e.g. Calendly)

B

Reply to the email to start a conversation

C

I just send information

5. Do your emails usually get responses?

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5. Do your emails usually get responses?

A

Yes, consistently

B

Sometimes, but inconsistently

C

Not really

6. Do your emails reach the clients or go to Spam?

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6. Do your emails reach the clients or go to Spam?

A

Yes they real clients, I warm up my inboxes and control volume

B

Probably, since I get some responses

C

I don't know

7. If you stepped away for 2 weeks, your process for sending emails would:

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7. If you stepped away for 2 weeks, your process for sending emails would:

A

Keep running

B

Run inconsistently

C

Stop completely

8. Who is responsible for sending the emails?

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8. Who is responsible for sending the emails?

A

Assigned team

B

Unclear, several people share responsibility

C

Founder / CEO

9. How many new clients do you email each week?

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9. How many new clients do you email each week?

A

+500

B

50-500

C

<50

10. What’s your biggest frustration with email campaigns?

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10. What’s your biggest frustration with email campaigns?

A

Emails going to Spam

B

Not getting enough replies

C

Not sure what to send or who to target

D

Getting bad leads / wasted calls

E

Takes too much time and effort

F

Not doing email campaigns yet

(Optional) 11. Are there other parts of your business you wish were more automated or easier to run? (Select all that apply)

Writing / improving emails

Booking meetings and scheduling

Keeping track of email follow-ups

Getting clear updates on what’s going on with your projects

Turning notes, ideas, or conversations into usable content

Getting clearer on priorities, goals, or direction

Other