Client Pre-Qualification Questionnaire This form is use to help potential clients determine their needs and goals. Your honest, thoughtful responses are necessary for our team to determine if or how Dorsey Group can help you reach your business goals. Please note that all responses are held in complete confidence. Client Information Please provide the following contact information. Name First Last Email Address Phone Number Creative Design In Dorsey Group processes, creative design is the cornerstone of hour our team builds a communications plan. The information in this section gives us an understanding of why you are seeking services. What business promotional need led you to look for public relations/communications services? How long ago did you identify the need? What have you done to address the need? What is your budget for PR/Communication Services? What are your goals for this project? What is the greatest challenge your company/industry is facing? What are the key objectives for the company/brand/ in the next 18 months? How does this project align with those goals? What is your timeline for this project/engagement? When would you be making a decision? What date would you like to begin work? What is the duration of the project/engagement? Are there any obstacles or challenges that would prevent you from moving forward? Besides yourself, who else will be evaluating the proposal? Collective Intelligence A successful communications plan requires a team effort. Collective intelligence is exactly what you think--the combination of Dorsey Group's and your team's intelligence. This information gives us insight on how we can work together to set and achieve viable goals. Cooperation Past agency experience and future agency expectancy. If you have ever used a PR/Communications Agency/Specialist, what were the results? If the results were unsatisfactory, what do you think should have been done differently? If you have never used communications help, what are your expectancies? How often do you expect to communicate with your communications firm? Coordination Your human and technical resources available. What internal resources do you currently have to solve this problem? How do you see those resources being utilized in conjunction with a potential Dorsey Group relationship? Who will be the internal lead/contact for this project? Are you currently seeking strategic recommendations only or are you also looking for someone to execute those recommendations? Cognition What do you know about what you want to achieve as compared to your industry? What does success look like for you? (i.e. media mentions, increased traffic to website, X number of new leads, record deal) Compared to related brands, what makes your brand/product/project different? Measurable Results Everything should be done for a reason. In business that is called Return On Investment or ROI for short. Do you use any of the following software/apps to track social media or website reach? Google Analytics Hootsuite Social Bro Talkwalker Collective Intellect MOZ Meltwater Mention Pinterest Web Analytics Google Alerts Facebook Insights Klout Social Mention Please list any unpaid media coverage you’ve had in the past 30 days? Please list any paid media coverage you’ve had in the past 30 days? How many units have you sold in the past 30 days? Please list any other concerns.