[fname], thanks for sending in your order form and congrats for getting started on building a Marketing System for your business.

One of the first things I need to do is 'take inventory' of the different marketing Systems and Tools you already have so I know what I need to create or build. To that end I need you to fill out what I call a Marketing System Foundation Assessment Inventory Worksheet.

Here are the links so you can download it as a DOC or PDF:
http://www.mynewcpa.com/System-Setup-Worksheet-CPA.doc
http://www.mynewcpa.com/System-Setup-Worksheet-CPA.pdf

If your handwriting or printing is bad, use the DOC file & type in the information as I need to be able to read all your login & password info.

I suggest you:
1) Save it to your PC & print it off
2) Fill it out the best that you can as quick as you can
3) Scan in to a PDF on your PC
4) Email it back to me as an attachment

Also on the LAST PAGE there is a CHECKLIST of items I need from you. Don't forget to start working on that asap. Instructions are included on the checklist.

If you have any questions or comments on the Worksheet or the items on the Checklist, please email or call me.

([fname] - this is an 'automated' email sequence (aka AutoResponder) that will go on for days & weeks as we get started on your Marketing System. The information that is in each email will help to get you up to speed on several of the items I'll be working on AND if you're sort of new to MARKETING in general, will help educate you on how all this stuff works and is for your benefit. So if we've already talked about some of these things in other emails or calls, this is why you're seeing it here. Hope that makes sense!)

 

Thanks, Jeff

Jeff Bell
317-674-3335
www.linkedin.com/in/jeffbellmarketingdoctor/
www.mynewcpa.com
www.salesandmarketingresults.com
 

 

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