Marketing Strategy Assessment

- Step 1 of 21

This Marketing Strategy Assessment will take about 15-20 minutes. It's built on data working with more than 1,000 small-to-mid-sized companies in the midwest, and 15 strategy factors that determine success. This assessment will ask questions to help explore your marketing and see hidden value you might be leaving on the table. You'll have clarity about your best opportunities to improve results.

Marketing Execution

How many of these common challenges affect your marketing? (check all that apply)

Limited time
Limited budget
Lack of a skilled team
Lack of follow-through
Limited pool of ideas / creativity
Unclear messaging
Lack of execution on ideas
Limited marketing knowledge / expertise
Making things too complicated

Who all helps with your company marketing? (check all that apply)

Myself
Co-workers or employees
Fellow company leaders
Freelancers
Consultants
Outside agencies

How much of your weekly work time is available to work on marketing?

Work time spent on marketing: 50%

BUILDING BRAND AWARENESS

Market Saturation

How well do your ideal customers recognize your company in the market?

Our brand is recognized as #1 in the market.
Our brand is strong and reconized, but less than another competitor.
We are out there, but not like we need to be.
Few in our market know we exist.
Nobody really knows we exist.

If you are in more than one market, answer this based on the one that is most important to your business.

BUILDING BRAND AWARENESS

Targeting

How well does your marketing speak to specific groups of buyers?

We have clear target audiences and our message to each group is on point.
The target audiences are good, but the message sometimes misses the mark.
We have target audiences, but they don't factor into how we do sales and marketing.
Our targeting is incomplete, wrong, or outdated.
We don't have specific target audiences.

BUILDING BRAND AWARENESS

Branding

How effective is your company branding?

Our branding is exceptional.
There's always room to improve, but overall it is strong.
Our branding has potential, but it is inconsistent in places.
Our branding is outdated an ineffective.
Our branding is non-existent.

Your branding is what people see, hear, feel, and experience when they interact with your brand. It's about your logo, your colors, your customer experience, how you present your products, and how consistent this experience is for them.

BUILDING BRAND AWARENESS

Content

Take a quick look at your website. How well does the content focus on your customer and their needs?

Our content is strong and focuses on our ideal customer and their needs.
It's good, but there's room for improvement.
Our content is okay, but may be too self-centered.
Our content is not very good.
Our content is a trainwreck. It may do more harm than good.

BUILDING BRAND AWARENESS

Strategy

How do you feel about your strategy to build brand awareness?

We are pretty great at building and maintaining brand awareness.
We're doing good things, but there is room for improvement.
Our strategy often misses the mark.
We waste time and/or money on ideas that don't work.
We aren't doing anything to build brand awareness.

REACHING BUYERS

Search Visibility

How well are your ideal customers able to find you on a Google search?

We have a dominant position in search results
We're getting found, but often below 1-2 strong competitors.
We're visible, but not often for the right keywords
We're visible when you search our name, but that's about it.
We're completely invisible on search results.

REACHING BUYERS

Call to Action

When prospects land on your website, do you have an effective call-to-action (CTA)?

Yes. Our call-to-action helps us identify visitors who are ready to buy.
Yes. Our call-to-action isn't bad, but there's room for improvement.
We have a contact page that occassionally gets a lead.
No. We have some things we ask people to do but they don't really work.
No. I don't think you'll find a call to action on our website.

REACHING BUYERS

Identifying Ready Buyers

Do you have a reliable way to identify who in your market is ready to buy?

Yes. We have actionable real-time data about who's likely to buy today.
Yes, buyers can easily contact us when they're ready and they often do.
We have a good list of potential buyers, but it's up to us to stay in contact.
No, it often feels like we're targeting the wrong people.
No, we have no strategy to identify or reach buyers.

REACHING BUYERS

Lead Nurture

How well does your company follow-up with prospective buyers?

We follow up quickly, and nurture leads through the buying process.
Pretty good. But there are some opportunities for improvement.
We do okay with the first 1-2 touches, but our follow-up process is lacking.
Our follow up is slow, unpredictable and/or inconsistent.
We lack any system or plan for follow-up.

REACHING BUYERS

Selling & Closing

How effective is your company and pitching a solution and closing the sale?

We have a bulletproof system that closes better than our competition.
We have good people who can sell, but our processes need improvement.
Some of our salespeople are stronger than others.
We are okay at selling, but could definitely be better.
We are pretty terrible at selling.

NURTURING CUSTOMERS

Customer Data

How do you keep track of customer information and needs?

We have a CRM system that we like. All the info we need is in one place.
We have a CRM system, but it's a struggle to keep it current.
We have information about customers stored in a lot of different places.
We have places to store data, but the info is really outdated.
We don't have any way to keep track of customer information.

NURTURING CUSTOMERS

Customer Satisfaction

Do you have a good way to know which customers are happy and unhappy?

Yes, we have a system and track customer satisfaction for all.
We have a pretty good idea most of the time.
We aren't tracking it, but we know when we have a problem.
I'm often unsure where we stand with customer satisfaction.
We have no idea and no way to track.

NURTURING CUSTOMERS

Customer Communication

How well does your team communicate with your current and past customers?

We are great at staying in front of past customers and hearing their needs.
We regularly communicate with customers, but I think we could do it better.
We make an effort, but we can be inconsistent.
We are not very good at customer communication.
Customer communication is completely lacking.

NURTURING CUSTOMERS

Customer Needs

Do you uncover customer needs and find new ways to serve them?

Yes, we keep uncovering new opportunities and keep them coming back.
We do, but I think we miss some opportunities too.
We're there when they ask for help, but we don't want to bother them.
We miss out on a lot of great opportunities.
Our customers are typically one-and-done.

NURTURING CUSTOMERS

Referrals

Do you get referrals from happy customers?

Absolutely. We have a process to keep the referrals coming.
We get a lot of referrals, even though we don't regularly ask for them.
Sometimes, but I think we could get more.
Very rarely.
Never.

NURTURING CUSTOMERS

Customer Value

How much will a good customer spend with your company in a year?

$100 to $1K
$1K to $10K
$10K to $100K
$100K to $1M
$1M or more

Is the amount closer to $100 or $1,000? Please select an estimated customer value below.

$500 spent per year