Trusted since 1999Lender Interview Questionnaire
We have 510,000 small business members, and we add over 2000 new members each month. These members expect us to qualify funding sources, insurance agents, lawyers, accountants, and other professional services providers to the network. To this end, we will perform a background check on your business through a business credit report through one or all of the credit reporting service.
We would like to understand your business so that we can mutually benefit you and our members. Our goal is to be your lowest cost of new customer acquisition for the advertising channels you currently use. The following are questions the Senior Business Development Manager will be asking you. Thank you for your consideration.
1) How long have you been in business?
2) How many branches do you have?
a. Now
b. Next quarter
c. Next year
3) How many sales people are in your organization?
a. Today
b. Next quarter
c. Balance of the year
4) How many contacts per Salesperson, per day are needed?
5) Who is responsible for your advertising/marketing?
a. Yourself
b. Officer of the company
c. Employee/Department
d. Third Party
e. Other
6) How much do you spend monthly on advertising and marketing in each one of the following categories?
a. Direct Mail
b. Pay Per Click
c. SEO
d. Memberships in associations
e. Trade shows
f. Email
g. Fax
h. Tele-marketing
i. Newspaper
j. Yellow pages
k. Radio
l. TV
m. Other
7) What is your return on ad spending (ROAS) for all channels? For example, $100 earned on $33 ad spend = 3 to 1 ROAS
8) In all the marketing channels above, what is your pipeline conversion rate?
a. Advertising -> Prospect = what %?
b. Prospect -> Application = what %?
c. Application -> Funding = what %?
9) Is your ad budget cyclical and/or seasonal?
a. Summer
b. Winter
c. Events
d. School starting
e. Other
10) Which of the following prospecting tools or CRM software do you use?
a. Salesforce.com
b. Act
c. Goldmine
d. In-house
e. Other
|
|
|
|
We would like to understand your business so that we can mutually benefit you and our members. Our goal is to be your lowest cost of new customer acquisition for the advertising channels you currently use. The following are questions the Senior Business Development Manager will be asking you. Thank you for your consideration.
1) How long have you been in business?
2) How many branches do you have?
a. Now
b. Next quarter
c. Next year
3) How many sales people are in your organization?
a. Today
b. Next quarter
c. Balance of the year
4) How many contacts per Salesperson, per day are needed?
5) Who is responsible for your advertising/marketing?
a. Yourself
b. Officer of the company
c. Employee/Department
d. Third Party
e. Other
6) How much do you spend monthly on advertising and marketing in each one of the following categories?
a. Direct Mail
b. Pay Per Click
c. SEO
d. Memberships in associations
e. Trade shows
f. Email
g. Fax
h. Tele-marketing
i. Newspaper
j. Yellow pages
k. Radio
l. TV
m. Other
7) What is your return on ad spending (ROAS) for all channels? For example, $100 earned on $33 ad spend = 3 to 1 ROAS
8) In all the marketing channels above, what is your pipeline conversion rate?
a. Advertising -> Prospect = what %?
b. Prospect -> Application = what %?
c. Application -> Funding = what %?
9) Is your ad budget cyclical and/or seasonal?
a. Summer
b. Winter
c. Events
d. School starting
e. Other
10) Which of the following prospecting tools or CRM software do you use?
a. Salesforce.com
b. Act
c. Goldmine
d. In-house
e. Other
|
|
|
|
