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Onboarding Questions

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Shania Puspasari
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358 views

Onboarding Questions

Uploaded by

Shania Puspasari
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Local Marketing Pro: Discovery Call Script 

Thanks for the call today [NAME]! … (engage in some basic chit-chat, then get to it!)

OK, so this call is going to be about 10-15 minutes and if you don’t mind, I’m going to ask you some
qualifying questions to see if we can help get the results you need.

If we find that we can help we’ll go through the framework of the plan that we use and discuss the
details of how we can work together. Is that OK? (getting them to say yes here is huge!)

Marketing
What marketing are you currently doing? What's working? What isn't?

What types of marketing have you done in the past if any?

If not, how do you get customers?

Do you have any way to track your marketing results?

How many customers per month do you currently get from your online marketing?

How many of those leads do you consistently turn into clients/customers?


(For service based companies. Doesn’t really apply to restaurants)

How many customers do you get from all your marketing?

Your Customers
How much does your average customer spend with you?

How many clients do you have every month?

Do happy customers refer more business to you?

How many customers do you need every month to grow your business?

Who’s currently following up with client opportunities?


(Could be used for restaurants, but rephrase to - are you following up with customers, and who’s doing that?)

How long does it generally take to follow up with leads?


(For service based companies. Doesn’t really apply to restaurants)

Your Offer/Product

© Copyright 2019 Pat Friedl pfriedl@gmail.com 


Local Marketing Pro: Discovery Call Script 

What makes your product or service different?


(Or what makes your restaurant stand out?)

What service do you offer the most?


(Or - what are your best specials or offers that people like the most?)

What's your most profitable service/product?


(Or - what’s your most profitable product/item/dish?)

How many repeat customers do you have?

Do you have an estimate of a customer’s monthly/annual value?

Goals
Where do you feel your business is at right now?

What’s your biggest challenge when it comes to programs like this?

Where do you want to be in 3 months, 6 months, next year?

What challenges are keeping you from getting there?

How would it feel if this problem was gone?

Closing
Recap of your answers: OK, [NAME] so you told me…..does that sound about right?

Can you help?


Don’t be afraid to say NO - not everybody can be helped, and don’t be so hungry as to take on a failing client

If you can…
So, [NAME], based on what you’ve told me, I think we can help you out. So my next question is, would you like
our help, and when do you want to start seeing results?

BE QUIET, LET THEM TALK, THEN CLOSE THAT DEAL!

© Copyright 2019 Pat Friedl pfriedl@gmail.com 

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