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Answer questions as they relate to you. For most answers, check the boxes most applicable to you or fill in the blanks.
Please select the category that best describes your company's gross sales in YEAR.
$25,000 to $99,999
$100,000 to $199,999
$200,000 to $499,999
$500,000 to $999,999
$1 million to $2.49 million
$2.5 million to $4.9 million
$5 million to $9.9 million
$10 million to $19.9 million
$20 million to $49.9 million
$50 million to $99.9 million
$100 million or more
Which of the following strategies do you currently use to increase your sales during less busy days and hours?
(Select all that apply.)
Offer product promotions
Extend days and/or hours of operation
Change product/service offerings and/or mix
Please describe the customers that provide most of your revenue (gender, age, income, occupation).
(Provide up to three responses.)
Why do your customers choose you over your competition?
Does your business sell more than 25% of its products directly to distributors or final users outside the United States?
In which countries or regions of the world do you sell products?
Central America, (not including Mexico)
Asia, other than China or Japan
Do you provide financing for your customers’ purchases?
Which of the following do you use to finance the customer credit?
Revolving loan from a commercial bank (Acceptance Credit from a commercial bank)
Revolving loan from your supplier (Acceptance Credit from the supplier/wholesaler)
Your business carries the credit
Who are your key competitors?
What are one or two reasons that customers might choose your competitors over you?
Does your company have a website?
If no, what is your main reason for not marketing over the Internet?
No Internet access
Slow Internet connection
No IT Support
Need more information
If yes, what is your website address?
What are the three (3) types of advertising you use the most?
Weekly shopper paper
Direct mail advertising
What is the main reason for choosing the advertising methods you use?
Do you share advertising expenses with other businesses for the promotion of your business area?
If you do share advertising expenses please check all the following efforts you support.
Promotions and special events
If you don't share advertising expenses, under what circumstances would you consider advertising with other businesses?
External Market Factors
From the list below, please check the top five (5) factors likely to have a major impact on your business during the next 3 years.
Changing consumer tastes
Higher consumer incomes
Raw material shortages
Raw material costs
New technology making older plants obsolete
Are there any major technological innovations on the horizon in your industry that might affect your firm?
Quality control systems
Routinizing production processes
New materials (that is, alloys, etc.)
Please check which of the following best describes your company’s business activity.
We have too much business; capacity is strained
Business activity is just right
We have too little business; excess capacity
Wide seasonal or cyclical variations in demand
Number of customers
Stay the same
Sales - Total revenue
Employees - Full time
Employees - Part time
Employees - Year round
Employees - Seasonal
If any of the business factors increased or decreased, what were the principal reasons for the changes?
If you expect any of these business factors to increase or decrease over the next three years, what are the principal reasons for the changes?
What new products or services do you think your customers will want from you in the next three years?
Over the last three (3) years, have the following business factors increased, stayed the same, or declined?
Stay the same
Business Conditions follow-up question
Over the next three (3) years, do you think the following factors for your business will increase, stay the same, or decrease?
Business conditions follow (future)
Please indicate below your past and projected trends for each category
Dramatic decrease (25%+)
Moderate decrease (up to 25%)
Moderate increase (up to 25%)
Dramatic increase (25%+)
Sales trend for the past 3 years
Projected sales for the next 3 years
Sales per employee trend for the past 3 years
Projected sales per employee for the next 3 years
General trend in total cost(s)
Please indicate the level of importance of the following issues for the advancement of your company
Above average importance
Below average importance
Not at all important
Product development/design (e.g. redesign of current products, evaluating new product opportunities)
Information technology/e-business (e.g. Management Information Systems, electronic data exchange, web site development)
Plant operations/manufacturing (e.g. inventory, automation, upgrading machinery and equipment, preventive maintenance)
Waste management/quality (e.g. ISO 14000 certification, energy efficiency, recycling, reducing hazardous waste)
Management systems (e.g. team building, reducing turnover, workforce development, process improvement training)
Change in sales
Have your total sales increased, stayed the same, or decreased over the last three (3) years?
Stayed the same
By what percentage have your sales increased or decreased over the last three (3) years?
Please explain your answer.
Do you expect your total sales to increase, stay the same, or decrease over the next three (3) years?
By what percentage do you think your sales will increase or decrease over the next three (3) years?
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