Planned Growth Survey

This form collects and stores data to assist Planned Growth in assessing your business marketing, website and/or CRM needs. Your information is private, and will not be shared or sold by Planned Growth. You will be contacted by a Planned Growth sales professional after completing this form.

You may read our Privacy Policy and Terms & Conditions before proceeding.
Privacy Policy and Terms & Conditions Agreement is Required to Proceed*
- I agree with the Planned Growth Privacy Policy and Terms & Conditions

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Organization Information
Today's Date*
Who is your Planned Growth Sales Rep?*
Organization Official Name*
Primary Contact Name*
(Decision Maker / Point of Contact)
First Last
Contact Title
Contact's Email Address*
Enter Email Confirm Email
Contact's Office Phone Number*
Contact's Mobile Phone Number
Contact's Date of Birth
* This is solely for Planned Growth to send the contact a birthday eCard each year. This field is optional.
Organization's Physical Address*
Street Address Address Line 2 City State ZIP Code
Does the Organization have a website?*
- Yes
- No
Please provide the Organization's Website URL*
example: http://myorganization.com

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Tell Us What You Are Looking For
Which Services Are You Interested In?*
- Marketing Services
- Website Development
- CRM

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Basic Company Profile
What Industry is your organization in?*
How many locations do you have?*
Number of Employees*
What is your organization's Annual Revenue?*
Please list the geographical areas your organization serves*
(i.e. Which countries, states, counties or cities)
Describe your organization's Products and/or Services*
Which products or services are purchased the most by consumers?*
What is your top seller?
What is your busy season, and why?*
Fall, Winter, Spring, Summer, certain holidays, start of school season, end of school season, hurricane season, ... please provide as much detail as possible, including which products/services sell the best in which seasons.
Does your organization offer discounts, specials and/or coupons for certain products/services?*
Please be sure to always let Planned Growth know when you run a special, discount or coupon to help boost digital marketing efforts.
- Yes, regularly
- Yes, but not often
- Never
What is the source of the majority of your business?*
Where do you generate the most leads for sales?
- Print Material (flyers, mailers, etc)
- Web Search
- Referrals
- Social Media
- Canvassing
- Networking Events
- Telemarketing
- TV Ads
- Billboards
- Other
- I don't know
Please provide the organization names your main competitors*
#1 #2 #3
What sets your products and/or services apart from your competitors?*
What is unique about what you offer? How are they better than your competitor's products/services?
Please describe your organization's target market or audience*
Please provide your organization's slogan or tagline here if you have one*
If you do not have one please just put N/A
Please supply at least 10 keywords or phrases that you feel someone would use to search the web for your products or services
Do not be too generic like "pet supplies", but instead be more specific such as "pet supplies in fort lauderdale" or "pet supply stores in south florida".

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CRM
Does your organization currently use a CRM?*
- Yes
- No
Are you the person who is in charge of your current CRM and/or going to be in charge of the new CRM?*
- Yes
- No
Please provide the name of the person Planned Growth will be working with to set up the new CRM
First Last
Please provide the phone number of the person Planned Growth will be working with to set up the new CRM*
Please provide the email address of the person Planned Growth will be working with to set up the new CRM*
Which CRM do you use?*
* i.e. Zoho CRM, Salesforce, Oracle, SAP, InfusionSoft, Blackbaud, Microsoft Dynamics, Highrise, Insightly, etc. If you are not sure, please put "Don't Know"
How many CRM users are in your current CRM?*
Please enter a value between 1 and 10000.
Do you have multiple organizations/companies sharing your current CRM?*
- Yes
- No
Please list ALL the organizations/companies sharing your current CRM.*
Click the + button to add additional
Organization #1 Organization #2 Organization #3
Which organization(s)/company(s) out of these will be migrated into the new CRM?*
Click the + button to add additional
Organization #1 Organization #2 Organization #3
How long has your organization been using your current CRM?*
Approximately how many users will be needed for the new CRM?*
Please enter a value between 1 and 10000.
How quickly do you need the new CRM up and running?*
Do you have data ready to be uploaded to the new CRM?*
- Yes, it is all ready to go
- Not yet. We have the data, just not ready for import
- No, we have no data
Which applications do you currently use to manage your data?*
Check all that apply
- Outlook
- Gmail
- Google Drive
- Excel
- Word
- Phone Contacts
- Notebook application
- Other application
Please explain how you manage your organization's data*
Approximately how many files (separate places) of data do you have?*
Please enter a value between 0 and 1000000.
Approximately how many lead/prospect records (individual people) do you have?*
Please enter a value between 0 and 1000000.
Approximately how many Contact/Client records (individual people) do you have?*
Please enter a value between 0 and 1000000.
Approximately how many Company/Account Records of the physical organization do you have?*
Please enter a value between 0 and 1000000.
On a scale of 1-10, 10 being completely organized and 1 being a complete mess, how would you describe your data?*
What daily workflow tasks do you need the CRM to achieve in order to use it on a daily basis?*
What are some goals that you would like the CRM to achieve that you can’t currently do?*

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Website Development
As you make your way through the next pages, this form will tally an estimated cost for your Website Development project. You do not need to pay today, as it is only intended to give you an estimate for the scope of your Website Development needs.
What is the Target Date for your new website to go live?*

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Domain & Hosting
Brand New Website ... or ... Rebuilding an Existing Website?*
Brand New Website: Currently do not have a website on this domain name
Rebuilding an Existing Website: Already have a website on this domain name & Planned Growth will move content and images from the current site to the new site
Current Website URL that Planned Growth will be rebuilding?*
http://yourwebsitedomainname.com for example
What is the domain you would like your new website built on?*
http://yourwebsitedomainname.com for example
Have you already purchased the domain name you want your new website built on?*
Because the domain will be owned by you, Planned Growth does not purchase the domain for you. You can purchase your domain now, if needed, by going to GoDaddy Domains
- No, but I will purchase it before the start the development process
- Yes, I already own the domain
Do you have a hosting account already set up or do you need Planned Growth to set one up for you?*
Actual domain name and web hosting account sold separately. Upon start of website development we will request the necessary information to get it set up for you. *** For more information on Planned Growth Hosting Plans please click here: Planned Growth Wordpress Website Hosting Plans
- Yes, I have a hosting account or will set one up myself - $0.00
- No - I need 1 Year of Planned Growth Hosting - $260.00
- No - I need 2 Years of Planned Growth Hosting - $468.00
- No - I need 3 Years of Planned Growth Hosting - $625.00
Total
$0.00

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Design, Look & Feel
Please provide the URL of 3 websites you like the design and layout of:*
Website 1 Website 2 Website 3
What do you like about these websites?*
Prior to development, Planned Growth will provide you with three-(3) mockups of the homepage at no charge, with your branding and color palette. You will be required to sign-off on the mockup you select.

Each additional mockup beyond the first three complimentary ones will be an additional $200 to be added to your final payment.
I have read, understand and agree to the above disclosure regarding the mockups provided by Planned Growth.*
- Yes, I read, understand and agree to the mock up disclosure
Total
$0.00

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Website Pages
Please be thorough in counting all of the pages and subpages you need for your website.

Examples of what a page and subpage are: Home, About Us, Products, (subpage) Product 1, (subpage) Product 2, (subpage) Product 3, Services, Contact Us, Privacy Policy. This example would be a 9 page website.
Number of Pages*
* Please include every page you want on the website. Examples are Homepage, Contact Us page, Products or Services pages, Testimonial page, Gallery page, About Us page, Pricing pages, Donation pages, Terms & Conditions page, Privacy Policy page, Event pages, etc.
- 1 page landing page - $1000.00
- 2 to 5 pages - $2,000.00
- 6 to 10 pages - $2,750.00
- 11 to 15 pages - $3,250.00
Do you need any additional pages?*
- No, just 11 to 15 pages
- Yes, I need additional pages at $150/page
How many additional pages do you need?*
Price: $150.00 Quantity:
Would you like Planned Growth to migrate all of your current Blog Posts over to the Rebuilt Website?*
This is a flat fee regardless of how many blog posts you have.
- No - Migrate Posts
- Yes - $200 - Migrate Posts
Please Note:*
Planned Growth will review your website to do a page count, and list all of the pages on your current website. If the number of pages you request on this form are lower than our review of your website, you will have the option of paying for the additional pages you did not list at the completion of the website, or you can opt not to include them on the rebuilt website.
- I understand, I will be thorough in counting the pages I need on my new website

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Total estimate for Website Development
Did you Like us on Facebook, Tweet us, or G+ us? Enter your secret discount code here if you did! If you didn't go back to the top of this page and Like, Tweet or G+ us for your $50 discount!
Social Media Discount
Price: -$50.00
Are you a 501c3 Non-Profit or looking for Planned Growth to White Label our work for one of your own clients? 10% Discount by typing the word "YES" below!
Your total estimate is based on your requests above, regarding number of pages and functionality of the new website. If you request any additional pages or functionality, additional charges may be applied and must be paid prior to your new website going live. This is not the final pricing. A Planned Growth Professional will contact you back regarding your Website Development estimate to answer any questions you may have, and set up a formal proposal.
Total
$0.00

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Step 1 of 20 - Privacy Policy

Organization Information

Tell Us What You Are Looking For

Basic Company Profile

Marketing Services

Website Management

SEO/PPC

Social Media

Email Marketing

CLICK HERE TO REVIEW THE EMAIL MARKETING TERMS
CLICK HERE TO REVIEW THE ANTI-SPAM POLICY
CLICK HERE TO REVIEW THE CAN-SPAM ACT ON THE FTC WEBSITE

Content Writing

CRM

Website Development

Domain & Hosting

Design, Look & Feel

Website Pages

Content: Logo, Pictures, Text, Graphics, Video, Audio

Basic Functionality

Premium Options & eCommerce (Online Payments)

Total estimate for Website Development

Other Information

Planned Growth Survey

Step 1 of 20 - Privacy Policy

Organization Information

Tell Us What You Are Looking For

Basic Company Profile

Marketing Services

Website Management

SEO/PPC

Social Media

Email Marketing

CLICK HERE TO REVIEW THE EMAIL MARKETING TERMSCLICK HERE TO REVIEW THE ANTI-SPAM POLICYCLICK HERE TO REVIEW THE CAN-SPAM ACT ON THE FTC WEBSITE

Content Writing

CRM

Website Development

Domain & Hosting

Design, Look & Feel

Website Pages

Content: Logo, Pictures, Text, Graphics, Video, Audio

Basic Functionality

Premium Options & eCommerce (Online Payments)

Total estimate for Website Development

Other Information

CLICK HERE TO REVIEW THE EMAIL MARKETING TERMS
CLICK HERE TO REVIEW THE ANTI-SPAM POLICY
CLICK HERE TO REVIEW THE CAN-SPAM ACT ON THE FTC WEBSITE