2023 Franchisee Workshop Insight

: Intro and Existing Clients
Name:: First Name:
Last Name:
Email Address:: So you can get a copy of your answers too
: Existing Clients
What in general do clients need from you to stay each year?:
Based on what you did last year, what can you improve on to encourage them stay longer?:
What are you wanting to sell more to existing clients this year?:
Your average week (How many hours do you work on average, and how many hours to you spend on each part of your business - see list below):: Sales, Marketing, Existing Client proactive calls, Accounts, Production, Support
: Sales and Marketing
: Marketing
What Marketing did you do last year?:
What would you like to do in 2023? (existing clients, and new clients):
: Sales
Where do you envisage new business will come from this year?:
Quotes to Conversion 2022 (Look at your webconsole for these figures) write you equation below:: How many quotes did you do last year for new website sales and seperately for existing clients (write that figure down above), then the ones that turned into sales (write that figure down). Hint cut and paste your quotes out of the webconsole and work with them in a spreadsheet to quickly work it out
What is your current new website sales (based on 2022) quote to conversion rate?:: less than 25%25-49%50-74%75-90%
What is your current additional sales for existing clients (based on 2022) quote to conversion rate? (Copy):: less than 25%25-49%50-74%75-90%
What will you do differently this year to get more sales conversions?:
: 2023 Goals and Wishes for BT HQ
What are your business goals for 2023:
Any wishes from Bloomtools HQ?:
Any wishes for improvements on the platform/tools?:
What would you like covered in this 2.5 day workshop:
Anything additional you would like from Tracey this year?:

2023 Franchisee Workshop Insight

Intro and Existing Clients

Existing Clients

Sales and Marketing

Marketing

Sales

2023 Goals and Wishes for BT HQ