How familiar are you with the inner-workings of your firm's finances?*
- I have no idea, I’m not very good, nor do I like numbers.
- My CPA provides me with that information
- I’m familiar, but not an expert.
- I know my firms financials!
Firms Total Revenue Last Year ?
How does that figure compare with prior years?*
- About The Same
- Higher
- Lower

Tell us about your marketing and sales process
What is the average number of new leads per month?*
What is the average number of initial new consultations per month ?*
What is the average number of initial new clients per month ?*
What is the average dollar value of a new client ?*
What methods do you use to communicate with your new potential clients?*
What is your realization rate for invoices to clients? (Total money received divided by total invoices billed)*

Marketing and sales process Continued
What percentage of your clients comes from referrals?*
Describe how are you currently attracting potential new clients to the firm.*
How well do you track your marketing?*
- No tracking
- Some Tracking
- I Know My Numbers In Detail
Do you know your average cost per LEAD generated?*
A lead would be a call or inquiry that may or may not generate an appointment.
- Yes
- No
Cost per lead in dollars (best estimate):
Do you know your average cost per CLIENT?*
In terms of marketing dollars spent, what does it cost to produce a new client:
- Yes
- No
Cost per client in dollars (best estimate):

PPGP TOOL