QUESTIONNAIRE

Questionnaire

Questionnaire

Direction: Please fill up in all the necessary information about yourself.  Don't leave any item unanswered.

Age  ________

Sex

Male ( )                   Female ( )

Civil Status

Single ( )     Married ( )      Separated (  )     Widow/Widower  ( )

Position  ____________________ 

Length of Service in the bank:  ____________ 

List the bank's product line(s) and the amount and percentage of total sales represented by each. Indicate the contribution to gross margin of each. Attach a separate schedule if necessary.

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What business is the bank in? (What needs does the bank meet in the marketplace?) (2-3 sentences)

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What services and/or products do you provide?

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What are the bank objectives over the next two years? Be as specific as possible, and make sure to address the following goals:

Number of clients ________________________________

Revenue ________________________________

Profit ________________________________

Market share ________________________________

What market segments is the bank targeting (list segment name and characteristics)? What segments is the bank not targeting?

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What kind of audience is the bank targeting?

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What are its members' demographics and psychographics (for example, what keeps them awake at night, including both fears and opportunities)?

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List multiple audiences in order of priority

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What is the bank client's primary reason for or wanting to use the bank product or service?

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Why would someone prefer the bank offering versus that offered by the competition? (You might want to answer the section on competition and then come back to this question.

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Are there any issues or concerns that the target audience might have regarding this type of product or service?

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What is the process for selling the bank services or products (list the key milestones in the process)? Do you use any of the following processes?

Direct personal sale

Direct online sale

Indirect through channels

Who is involved, both from the bank company and from the bank sales channel partners, in each step of the sales process?

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How does the bank target audience utilize the type of service offered?

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What purchase process steps do the members of the bank target audience follow? Does this process vary based on the vendor that they select? If the process does vary, explain how and/or why?

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What buying criteria does the bank target audience use to select an offering?

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What criteria does the bank target audience use when selecting a vendor or a manufacturer?

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How important is price in the media activities?

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What is the bank current pricing structure, including discounts, product options, rebates, and so on? Do the bank clients understand it?

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Which of the bank competitors is considered the price leader?

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What does the price leader charge for its offering?

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How does the price leader determine its price?

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What are the bank other competitors charging for their offerings?

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What can be done to reduce costs without affecting quality?

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What tradeoffs of price or value, or of both price and value, do clients make?

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What is the perceived value of the bank offering as compared to its price?

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What service(s) do you currently include in the price of the bank product?

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What services can you consider now and in the future?

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Are competitive price changes anticipated in the near future?

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What industry trends in media activities are going to drive prices down?

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What industry ...