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Ulteig Persona Survey
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Please select your path to begin
Leadership / Other
Business Development / Proposals
Clients
Project Management / Technical
Marketing
Name
(Required)
First
Last
Title
(Required)
Email
(Required)
If your work covers more than one Lifeline Sector or Client Type, please select the one you feel most familiar with. Answer all questions that follow with just this Lifeline Sector and Client Type in mind.
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Applicable Lifeline Sector
(Required)
Power
Renewables
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Power Client Type
(Required)
Investor-Owned Utilities
Electric Co-ops
Electric Municipals
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Renewable Client Type
(Required)
Contractor/EPC
Owner/Operator/Independent Power Producer (IPP)
Developer
1. How likely is a signed client to return for another project?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 1: How likely is a signed client to return for another project?
2. Based on the service(s) a client selects, can you anticipate what additional services they will most likely need next?
(Required)
Yes
No
Most likely
Other
Additional response to question 2: Based on the service(s) a client selects, can you anticipate what additional services they will most likely need next?
3. How often would you propose sending applicable, free marketing content to a signed client?
(Required)
As often as possible
Weekly
Monthly
Quarterly
Yearly
Other
Additional response to question 3: How often would you propose sending applicable, free marketing content to a signed client?
4. Do most clients need a board or group of individuals to approve a partnership Ulteig?
(Required)
Always
Very often
Sometimes
Rarely
Never
Other
Additional response to question 4: Do most clients need a board or group of individuals to approve a partnership with Ulteig?
5. How often do clients negotiate costs?
(Required)
Always
Often
Sometimes
Rarely
Never
Other
Are there any common questions or steps that clients take?
(Required)
Additional response to question 5: How often do clients negotiate costs?
6. How knowledgeable are potential clients?
(Required)
Very knowledgeable
Somewhat knowledgeable
Not knowledgeable
Other
Additional response to question 6: How knowledgeable are potential clients?
7. If they are knowledgeable, do they know exactly what they need when they call?
(Required)
Always
Often
Sometimes
Rarely
Never
Other
Additional response to question 7: If they are knowledgeable, do they know exactly what they need when they call?
(Required)
8. How much growth opportunity do you see in the selected Lifeline Sectors and client type?
(Required)
Exponential growth
Strong growth
Average growth
Limited growth
No growth
Other
Why?
(Required)
Additional response to question 8: How much growth opportunity do you see in the selected Lifeline Sectors and client type?
9. What products and/or services would you like to see featured on the homepage of your website?
(Required)
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9. Who are your top 5-8 competitors within the selected Lifeline Sector and client type?
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10. What is the future for this Lifeline Sector and/or client type?
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11. Where do you think Ulteig can improve?
Hidden
12. Where is Ulteig’s strength in this Lifeline Sector and/or client type?
Hidden
13. What sets Ulteig apart from the competition?
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14. What solutions/services do you see the most opportunity for growth in? Why?
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15. What do you think is on the horizon for this Lifeline Sector and client type? What new advancements do you see in the next 5-10 years?
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16. What do you see as Ulteig’s biggest challenge in the next 3-5 years? 5-10 years?
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17. Where do you think Ulteig’s biggest opportunity lies within this Lifeline Sector and client type?
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18. Where do you think Ulteig can improve in this Lifeline Sector and client type?
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19. How important is internal hiring for this Lifeline Sector and/or client type?
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20. What do you think sets Ulteig apart from the competition in this Lifeline Sector and client type?
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21. What would you change, if anything, about your business development process?
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22. How do you think new clients are finding Ulteig?
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23. What do you think clients value most from Ulteig?
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24. What solutions/services do you see the most opportunity for growth in, and why?
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25. What opportunities do you see in the future for clients working through and with multiple lifelines for their projects and goals?
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Goals for the selected Lifeline Sector and client type
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3-4 Goals for the Next Year
(Revenue, hiring, acquisition, sales, etc.). Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
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2-3 Goals for the Next Two Years
(Revenue, hiring, acquisition, sales, etc.) Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Hidden
1-2 Goals for the Next Five Years
Click the plus sign at the end of the notes box to add more lines.
Goal
Area of Concentration
Notes
Add
Remove
Thank you for your time and insights!
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