Roadmapping Discovery | CKP Creative

Your business name*
Company Contact Details*
First Last
Phone*
Email*
Do you require an NDA?
Does your company require a non-disclosure document? You can supply the document or we can prepare one for you.
Yes

What products do you have available to offer now?*
How are your products cross-sold or up-sold?*
What are your best-selling products? And why?*
What are your worst-selling? And why?*
Do you have anything in place that increases the customer lifetime value besides customers deciding to come back for more?*
How many visitors do you get to your website per month?*
What percentage of your website visitors convert to opt-in or customers/clients?*
How many new opt-ins do you get a month?*
How many new customers/clients do you get a month?*
How many customers/clients do you have in total?*
How many buy just one-off products?*
How many customers/clients have also signed up for blog/news letters?*
How many customers/clients have then joined as a member?*

Are you currently using a CRM?*
A CRM is a customer relationship manager. If you are not using a CRM how are you currently managing your data base of clients/customers/leads?
What digital systems are you using for your business?*
Please list how you are managing your emails, documents and accounting system. Also list any other digital tools that are being used by your business.
Describe your ideal customer/client?*
Break these subscribers down into memberships, blog/news and offers. How do they (or do they?) differ from each other?
What leads your ideal customer/client to your website and to buy?*
What does your ideal customer/client buy first?*
What resistance do people have in buying your products?*
In regards to your members - what do you think separates these customers from the rest of your customer base?*

What increase in monthly sales would make this a home-run?*
This is without introducing any new products or increasing monthly opt-ins.
What is the value of a member?*
Use this formula: Total annual sales + revenue, divided by subscriber count
What is the average value of a customer/client?*
Use this formula: Total sales divided, by number of customers/clients
What percentage of customers/clients buy just once, and what percentage buy again?*
What is the customer lifetime value (CLTV) of those who buy once vs. repeat buyers?*
What is the value of a customer who comes organically / via social media / via paid ads?*
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