1) Defining Us
Describe your products and services.
Describe your sales process.
Who are the “key influencers” in your markets? Explain how you communicate with key influencers.
Explain how you service clients.
Share your current business objectives and strategies.
Describe your special offerings

2) Defining the Market
Define your position in the marketplace (i.e., sales, market share, image).
List competition.
Describe clients.
Describe/prioritize sales opportunities (i.e. quantity, quality, $).
Current number of customers, acquisition cost, attrition rate.

3) Identifying Customer Needs
What do your customers want? How do they make decisions?
How do you provide what they want/meet their selection criteria?
How are you proactive in identifying/meeting customer needs?
What are the biggest challenges for customers?
What are the biggest obstacles to sales?

4) Marketing Efforts
Describe your current marketing efforts.
What have you done to market the brands in the past?