Questionnaire Sales Funnel for Commercial Lending First Name Last Name Email Address Mobile Phone Business Name Business Address What is your primary target market? What is your primary target market? Small businesses Mid-Market Specific industries Other markets What types of commercial loans or financing products do you offer? What types of commercial loans or financing products do you offer? NoDoc loans Commercial real estate loans Business lines of credit Commercial construction loans Hard money loans Bridge loans SBA loans Equipment financing Merchant cash advance Other What is your average loan size? Who is your ideal customer? How do your customers typically find you? How do your customers typically find you? Referral Online search Partnerships Other Social Media SEO Paid Ads What marketing strategies are you currently using to generate leads? What marketing strategies are you currently using to generate leads? Digital ads Events Email campaigns Are you using any marketing automation tools or CRM software? Are you using any marketing automation tools or CRM software? Yes No Current marketing monthly budget/spend? Current marketing monthly budget/spend? Below $1000/month Below $5000/month Above $5000/month No monthly spend/budget Click Here to Submit
