Please answer all the questions below (see red alerts).

1. Do you have a marketing plan?

   Yes No

2. If yes, how easy is it to use? (If you have no marketing plan, choose 1.)

   not 1 2 3 4 5 6 very

3. Can you describe your natural market or target market?

   Yes No

4. Do you receive a continuous flow of referrals to your natural market?

   Yes No

5. What percentage of your referrals are to ideal clients (those in your target market)?

   0-20% 21-40% 41-60% 61-80% 81-100%

6. How satisfied are you with the number and quality of referrals you get?

   not 1 2 3 4 5 6 very

7. Are you getting the number of professional (center of influence) referrals you'd like?

   Yes No

8. Have you developed a network of people who send you referrals on a regular basis?

   Yes No

9. If so, does your network provide you with referrals on a regular basis? (If you have not developed a network, choose No.)

   Yes No

10. Have you met your new client goals this year?

    Yes No

11. Did you meet your new client goals last year?

    Yes No

12. How satisfied are you with the number of new clients you acquire each year?

    not 1 2 3 4 5 6 very

13. How satisfied are you with your current income?

    not 1 2 3 4 5 6 very

Please answer the questions marked in red