Marketing Forms and Documents
Form/Document Number Form Name: Description
M201 About Your Company: This document is your company biography it provides a succinct description of your companys history, present operations, products or services, mission, goals, etc.
M202 B to B Market Survey: This survey is used to gather basic demographics characteristics of your customer base and competition, determine where and who your market is and how to most efficiently and effectively market to that market.
M203 Brand Loyalty Survey: Use this survey to determine how loyal consumers are to a given brand and, most importantly, why. Is improvement necessary? Is price the primary reason customers engage your services or purchase your products? Is your company vulnerable if a less expensive alternative enters the marketplace? The Better Forms Brand Loyalty Survey acts as your guide.
M204 Business Ideas Analysis Worksheet: Thinking of entering a new business or selling a new product? Use this worksheet to do a side-by-side comparison of your options to determine which is the most likely to succeed.
M205 Company Facts Stats Info: This static document contains pertinent information such as Legal name, organization type, Employer Identification Number, NAICS codes, etc. for anyone who needs legal information, or a quick list of facts about your company.
M206 Competitor Analysis Worksheet: It pays to keep a close eye on your competitors. This worksheet will help you evaluate your competitors' strengths and weaknesses, based on the key elements needed to be competitive in your market.
M207 Demographics Analysis Worksheet: This form will help you narrow down your target audience by defining the demographic characteristics of your customers and your local area. To do a side-by-side comparison of three different locations, use our Demographic Comparison Worksheet.
M208 Demographics Comparison Worksheet: When you are considering locations for your business, demographics are key. This form compares the demographics of three different markets or locations you may be considering. Use this form in conjunction with the Demographic Analysis Worksheet.
M209 Division or Company Name Brainstorm Worksheet: The right business name is crucial. Use this worksheet to help you brainstorm ideas; once you have an idea, the list of questions on the sheet will help you determine if it's the best name for your new business.
M210 Franchise Comparison Worksheet: Use this form to help you determine the attractiveness of each prospective franchise you are considering.
M211 Home Office Worksheet: Your home office should be organized, efficient and comfortable. Use this worksheet to find the best location for your office and inventory.
M212 Industry Analysis Worksheet: Use this checklist to help define your position in your industry and identify possible niche markets for your product.
M213 Invitation Professional: The layout, quality and style of the invitation you send to potential clients or seminar attendees is of paramount importance and will directly affect your ability to secure the correct audience.
M214 Market Planning Checklist: Before you launch a marketing campaign, you need to ask yourself a number of questions about your business and your product(s) or service(s). The Better Forms Market Planning Checklist acts as your guide. Have you analyzed the total market for your product or service? Do you know which features of your product or service will appeal to different market segments? Have you described how your product or service will benefit your clients? Have you prepared a pricing schedule? What kinds of discounts do you offer, and to whom do you offer them? Have you prepared a sales forecast? Which media, if any, will you use in your marketing campaign? Do your marketing materials mention any optional accessories or added services that consumers might want to purchase? What kind of warranty do you provide? What type of customer service or support do you offer after the sale? Do you have product liability insurance? How will you distribute your product?
M215 Menu or Daily Specials: We will design a form using your restaurant (or spa) logo(s), color schemes and message you wish to present. This fill-in-the-blank form will present your specials in the most professional and marketable manner.
M216 Mission Statement Worksheet: A mission statement defines what an organization is and its reason for being it is critical for guiding your operation. The Better Forms Mission Statement Worksheet assists your company in developing an exacting statement that defines your goals and objectives and how they affect your relationship with customers.
M217 Quote (Quotation) Product or Service: The Better Forms Quote form is a professional document that affords you the ability to create highly professional Quote forms and forward them to your clients/customers for their review and approval. This form allows the user to enter the quantity of the product or service being quoted, the number of units and a description of the product or service. The form automatically totals each line of the quote and provides a total at the end.
M218 Sales Follow Up Form: This sheet is used when tracking sales contacts made to a specific prospect.
M219 Sales Order: This form is used to gather information regarding orders from customers.
M220 Sales Report: This form serves as a formal record of an order sent to a customer.
M221 Sample Brand Loyalty Survey: A Brand Loyalty Survey is used to determine how loyal consumers remain to a given brand, and the reasons why they do or do not remain so. The Better Forms Brand Loyalty Survey Worksheet provides you with the tools to determine how loyal your customers are and what they require to continue to be your customer.
M222 Startup Costs Worksheet Division or Company: These forms will help you estimate both one-time and continued costs for the first twelve months of your new business.
M223 Telephone Sales Order Form: This is an order form to be used when customers are placing an order by telephone. This fill-in-the-blanks form ensures that the person at your company taking the order collects all information necessary to complete the order.
M224 Time Management Log: Use this log to prioritize daily tasks or project components and help block out segments of the day in which to perform them.
M225 Trend Analysis Worksheet: Use this thorough checklist to provide a to-do list for tracking trends in both your industry and business. Review the list frequently to make sure you are always aware of the latest trends.
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