BPF Sales Use Only

1. Company Name

Company Website

2. Potential Client First & Last Name *

First

Last

3. Potential Client Email *

4. Google, FB Reviews & Yelp (rank in stars)

Make sure to put the star rating for all platforms if they have reviews on several different platforms. We are looking for companies that are three stars or under. The reason why is we need companies that “need improvement.” 4 and 5 star reviews might be harder to land for branding projects. 4 and 5 we could potentially offer accounting services or email marketing, but this would be a secondary priority.

Competitor Analysis

This section is for all the competitor analysis questions will be.

5. What does the 1st competitor in the local area look like?

Make sure to use Google and browse the local area for the top 5 competitors and make detailed notes of where the competitors are lacking and where they are doing good. PLEASE INCLUDE WHAT WE CAN OFFER THESE POTENTIAL COMPETITORS IN YOUR ANALYSIS.

File Upload Competitor 1

Click or drag a file to this area to upload.

Please upload the competitor logo here

6. What does the 2nd competitor in the local area look like?

Make sure to use Google and browse the local area for the top 5 competitors and make detailed notes of where the competitors are lacking and where they are doing good. PLEASE INCLUDE WHAT WE CAN OFFER THESE POTENTIAL COMPETITORS IN YOUR ANALYSIS.

File Upload Competitor 2

Click or drag a file to this area to upload.

Please upload the competitor logo here

7. What does the 3rd competitor in the local area look like?

Make sure to use Google and browse the local area for the top 5 competitors and make detailed notes of where the competitors are lacking and where they are doing good. PLEASE INCLUDE WHAT WE CAN OFFER THESE POTENTIAL COMPETITORS IN YOUR ANALYSIS.

File Upload Competitor 3

Click or drag a file to this area to upload.

Please upload the competitor logo here

7a. Please put any additional ideas you have here to why you think the area is ripe for us to attack and create value?

Be as detailed as possible. There are no right or wrong answers until the entire executive team has given input. The executive team will vote if it's worth pursing or not. Be as objective and business thinking forward as possible with your analysis in this section.

Potential Client Branding

8. Does their logo need to be improved?

Yes
No

In the section below explain why you think so?

8a. Please explain here why you think their logo needs to be improved

Be as detailed as possible

File Upload For Potential Client's Logo

Click or drag a file to this area to upload.

9. Is their branding cohesive and consistent (i.e. colors, fonts, etc)?

Yes
No

9a. Describe their website. Is it optimized for mobile or desktop only?

Be as detailed as possible.

What is the potential prospect's secret sauce and unique differentiator?

This is where you detail to us their mission, vision (why) and if it's good in your opinion or it's garbage and generic. Also how they sell and position themselves to you as a potential client. Do they tell their story well? Does it make you trust and feel good, like you want to be part of their family?

Is the potential client using case studies or testimonies on their website?

Please detail if they have testimonials or case studies. Are they well written? Are they realistic? Are they current? Quality? Quantity? Etc.

Does the company have online pricing? If so, please provide link below.

10. Do the they have content (i.e. blog, info on services) on their website?

Yes
No

11. Is their content easily accessible for their potential customers?

Yes
No

12. Heavily scrutinize their website. Is it high quality, does it flow, do all the links work etc?

Yes
No

12a. If not, please explain below what's broken why it does not flow, what's not right about it etc.

Social Media & Other Marketing Channels (YT, IG, FB etc..)

15. Please check mark all the SM platforms they have

15a. Please add any other SM platforms below that the potential client has, but is not listed above

16. Is each channel active with current content?

Yes
No

16a. How is there content being received? Are they seeing lots of engagement in terms of comments, likes or shares across the board? How many followers do they have on each platform? Please explain below

17. Is their social media inline with their brand and does it clearly connect and show consistency/coherency? (i.e. fonts, colors, graphics, logos, etc.)

Yes
No

18. Is their brand currently running any paid ads? (Search Facebook, Yelp & Google etc.)

Yes
No

18a. If you find out they do, what kind of messaging and CTAs do they have? What DA (digital assets) do they drive to? (copy and paste examples below and explain)

19. What is the potential client's individual business LinkedIn URL?

20. What is the potential client's company LinkedIn URL?

21. Who else would be considered a DM (decision maker) for this potential client's company or who could become another cheerleader within the potential client's organization?

Please put their full names, positions and LinkedIn URLs in this section.

22. Based off this potential client's LinkedIn profile, where does he/she hangout, what causes do they support? What awards or recognition have they achieved? What are their likes, hobbies, side businesses, passions, dreams, affiliations, membership etc?

Please be as detailed as possible and investigate deep.

Buyer Persona Form

Competitor Analysis

Potential Client Branding

Social Media & Other Marketing Channels (YT, IG, FB etc..)