Name of Business

Street Address

City

State

Zip

Phone

Fax

Email

Website

Contact Person

GENERAL INFORMATION

Years in operation and background

Type of Business

Brief description of Major products, product lines, or services

CUSTOMERS / TARGET MARKET

Geographical Distribution

Descriptive Characteristics

DEMOGRAPHICS

Age

Gender

Income

Occupation

Marital Status

Other

CULTURE

Ethnicity

Generation

Years in U.S.

Lifestyle

Language Spoken

Acculturation

Values

Do you have an ethnic segment that their behavior differs significantly? If so, how?
Are there an ethnic groups of customers you think you should be reaching but aren’t? If so, what do you think is the reason they aren’t being reached?

MARKETING POSITION

How do you think the ethnic customers perceive your business?

Friendly or Formal

Trendy or Traditional

Community or Corporate

Helpful or Unhelpful

Other

Cultural Compatibility Scale:
Please describe your business' culture and match with your customer's!

Your Brand/Business

Ethnic Customer

Values

Identity

Personality

COMPETITION

State your major competitors and what is (are) the particular strength(s) of each?

Competitor 1

Competitor 2

Competitor 3

Competitor 4

PRICING / FEES

How important is pricing in maintaining your competitive position?

How are your prices compared to your competitors?

How do you set your prices or make price changes? Skimming or Penetration

ADVERTISING

Please answer each question both for advertising to the mainstream and ethnic segment.

How important is advertising in maintaining your competitive position?

What does your advertising say? (your message strategy)

How much (or how often) do you advertise?

Where do you advertise?

Do your competitors advertise more or less than you do?

Do you think their advertising is effective?

PROMOTION

Does the value that your message offers match the ethnic consumer value? Are sales, special prices, coupons or other promotional items important to the success of your business?

Which kinds do you and your competitors use?

Do you use these methods to attract new customers or to build loyalty among existing customers?

LOCATION

How important is location in maintaining your competitive position?

How is your location compared to your competitors?

OTHER INFORMATION

State the main issues that you are facing to identify, understand and communicate with your ethnic customers.

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