Application & Practice Profile

New Clients, Inc.
Powering Your Growth
Tel: 1-888-New Clients (639-2543)
Fax: 1-856-478-0345

Application & Practice Profile for
NCI's Marketing Programs

Purpose: The following application and practice profile is a tool so NCI can evaluate candidates for our Client Acquisition Programs.

Instructions: Please complete your answers directly on this form A.S.A.P. When finished, click on the submit button at bottom of survey or print out and fax to 1-856-478-0345.

Personal Information
Name
Home Address
City
State
ZIP
Country
Do you own your home or rent?
Value of home
Current mortgage
Estimated net worth?
Liquid net worth?
What financial institution do you use for your practice banking relationship?
Have you ever filed for bankruptcy?
Do you have any pending lawsuits or actions against your practice?
Have you been denied credit in the past year?
Value of home.
Current mortgage.

Select Program

Plan 2 CAP
Client Acquisition Program
MCAP
Modified Client Acquisition Program
CAPP
Client Acquisition Payroll Program
Plan 3 CPA
Client Processing & Acquisition Program
Firm Information
Firm Name
Firm Address
City
State
ZIP
Firm Phone
Fax Number
Email Address
Year Established
Any other partners, if so, names
Square footage of your entire office?
How many offices within?
Are you securities licensed?
If so, who is your broker/dealer?
 
Operational Information:
 
Gross annual revenues?
Percent of revenues you keep?
Number of business clients?
Number of individual clients?
Average annual fee per business client?
Average annual fee per individual client?
How many clients are write-up's?
Do you seek to prepare payroll or outsource it to a payroll company?
Do you have a payroll marketing plan?
On a scale from 1-10, with 10 being the busiest, how busy is your tax season?
Do you have any specialties?
Or niche markets?
Are there industries you prefer not to service?
Software and Technology:
 
What write-up software do you use?
What tax prep software do you use?
What billing software do you use?
Do you bridge write-up software into your tax preparation software?
On a scale from 1-10, with 10 being the highest, how QuickBooks savvy are you?
What email program do you use?
Do you use dial-up, Cable, DSL or T1?
What percent of your clients do you maintain in an email address book?
On a scale from 1-10, with 10 being the highest, how computer savvy are you?
   
Marketing:
  
What areas and cities would you like to market to?
What types of marketing do you presently engage in, if applicable?
Are you successful with it? Please explain.
What is your monthly marketing budget?
What is your website address?
Do you provide incorporation services?
Does your website include an emailed newsletter?
   
Goals:
 
How much in annualized billings would you like to add?
In what time frame?
Name the top three goals for your business.
What is your biggest strength in your practice?
Where do you need to improve?
   
   
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