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Business Questionnaire Template

Section 1: General Business Information

What industry does your business operate in?
Retail
Manufacturing
Healthcare
Technology
Hospitality
Other (please specify)
How long has your business been operating?
Less than 1 year
1-3 years
3-5 years
5-10 years
More than 10 years
What is the size of your business?
Fewer than 10 employees
10-50 employees
50-100 employees
5-10 years
100-500 employees
More than 500 employees

Section 2: Market and Customer Analysis

Who is your primary target market? (Select all that apply)
B2B (Business-to-Business)
B2C (Business-to-Consumer)
Government
Non-profit
Other (please specify)
How do you primarily acquire your customers?
Word of mouth
Social media
Online advertising (Google, Facebook, etc.)
Email marketing
Traditional advertising (TV, radio, print)
Other (please specify)

What is your primary customer demographic?

How satisfied are your customers based on feedback you receive?
Very satisfied
Satisfied
Neutral
Dissatisfied
Very dissatisfied
Other (please specify)
How frequently do customers make repeat purchases?
Frequently (more than once a month)
Occasionally (a few times a year)
Rarely (once a year or less)
Never
Other (please specify)

Section 3: Competitor Analysis

Who are your top three competitors?

What sets your business apart from your competitors? (Select all that apply)
Product quality
Customer service
Price
Brand reputation
Other (please specify)
How do you rate your competitors in terms of customer satisfaction?
Better than my business
The same as my business
Worse than my business
Not sure

Section 4: Financial Performance

What was your business’s total revenue last year?
Less than $100,000
$100,000 - $500,000
$500,000 - $1 million
More than $1 million
Other (please specify)
What is your expected growth rate for the next year?
Less than 5%
5-10%
10-20%
More than 20%
Other (please specify)
Which areas of your business contribute the most to profitability? (Rank the top three)
Sales
Customer service
Product development
Marketing
Supply chain
Other (please specify)

Section 5: Business Operations

How would you rate the efficiency of your business operations?
Very efficient
Efficient
Neutral
Inefficient
Very inefficient
Other (please specify)
What is the biggest operational challenge your business faces?
Workforce management
Supply chain issues
High operational costs
Technology/infrastructure limitations
Other (please specify)
Do you have a business continuity plan in place for emergencies or unforeseen events?
Yes
No
In Progress
Technology/infrastructure limitations
Other (please specify)
How satisfied are you with your current suppliers and partners?
Very satisfied
Satisfied
Neutral
Dissatisfied
Very dissatisfied

Section 6: Marketing and Sales Strategy

What marketing strategies have you found most effective? (Select all that apply)
How effective is your sales team at converting leads into customers?
Very efficient
Efficient
Neutral
Inefficient
Very inefficient
Other (please specify)
How do you measure the success of your marketing efforts? (Select all that apply)

Section 7: Technology and Innovation

What role does technology play in your business operations?
Crucial
Important
Neutral
Not important
Other (please specify)
What technology tools or software do you use for business operations? (Select all that apply)
Customer Relationship Management (CRM)
Enterprise Resource Planning (ERP)
Project Management tools (Trello, Asana, etc.)
Accounting software (QuickBooks, FreshBooks, etc.)
Other (please specify)
How often do you invest in new technology or innovation?
Frequently (Every 6 months or less)
Occasionally (Once a year)
Rarely (Every few years)
Never
Other (please specify)

Section 8: Future Outlook and Expansion

Do you have plans for expanding your business?
Yes
No
Unsure
Other (please specify)
What are your primary goals for the next 1-3 years? (Select all that apply)
Increase revenue
Enter new markets
Expand product lines
Improve operational efficiency
Increase customer satisfaction
Other (please specify)
What do you consider the biggest threat to your business in the next 5 years?
Economic downturn
Competition
Technological disruption
Regulatory changes
Other (please specify)

Section 9: Customer Feedback (if applicable)

How would you rate your overall customer satisfaction?
Excellent
Good
Fair
Poor
Other (please specify)
What feedback do you commonly receive from customers? (Select all that apply)
Product quality issues
Long delivery times
Excellent customer service
Poor
Other (please specify)
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