Name:

Position:

Business Address:

Business phone:

Owners name(s):

Marketing manager name (If applicable):

Canvass manager name (If applicable):

Previous years gross volume $

Is most of your lead sources inbound or outbound generated?

What are your goals in canvassing in the next 3 months, 6 months and year?

List full product line:


List the top sources in order by which you generate leads.
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Do you have a phone room that calls and resets leads other than just a phone confirmer?
Yes
No

Are you currently canvassing?
Yes
No

If yes

How long?

Current number of canvassers employed?

What do you average in monthly business volume canvassing?

What is your average canvassing budget? (Gross payroll vs. net business)

What is your total marketing’s budget?

What do you want to improve in canvassing?

If no

Why are looking to add canvassing as a lead source?

What to feel you to have in place in order to get started?

Who would be involved in starting the canvassing program?

Any further comments to explain your current situation or clarify what you would want guidance in canvassing.

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