Marketing Audit Review

This form takes 5 to 10 minutes to fill out. After you complete the marketing audit questions, we will contact you to discuss next steps. We will schedule a free 30-minute session to review your existing marketing, give you a quick snapshot on the effectiveness of your web site and current marketing, and suggest several ways to improve your marketing system right now.
Full Name:

First NameLast Name
Company Name:
Year Established:
Website URL:
Email address:
Phone:
Business Address: (Optional, but may help us analyze local info)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Describe your business:
Strategy Before Tactics:

Strategy and tactics must go hand in hand in order for a business to achieve a measure of true momentum, but an effective strategy must be in place before any set of tactics make sense.

"All men can see these tactics whereby I conquer, but what none can see is the strategy out of which victory is evolved." - Sun Tzu and The Art of War
Describe your ideal customer as thoroughly as possible:
Describe the core point of differentiation for your business vs. others in your same field:
List at least 3 competitors and their strengths (include URLs and we will provide you with a competitive web analysis).
Educational Content Builds Trust:

People today have come to expect to find information about any product, service, company, individual, cause or challenge they face by simply turning to the search engine of their choice.

So, if they’re not finding content that you’ve produced that provides them that information, even if someone referred them directly to you, there’s a pretty good chance you won’t be worthy of their trust.
Check all that apply. We use the following in our educational marketing and promotion:

BlogeBooksWhite PaperWorkshopsSeminarsMarketing KitArticlesTestimonialsCase StudiesPartner ContentMedia KitVideoPodcastNewsletterEmail DripCustomer Content
Check all that apply. We use the following to help build trust:

Free WorkshopsProspect Assessment ToolFree “how to” contentFree Trial OffersLow Cost Trial OffersSpecial Offer to SwitchCustomer Training OfferingsCustomer OrientationMembershipSubscription OfferingsFrequent Buyer OfferingsResults Review SessionsMonthly Follow-upCustomer Only EventsCustomer Feedback ToolsHelp Desk and Support
Lead Generation and Sales:

Generally speaking there is no one magic way to generate a ton of leads. Granted, for some businesses there are more effective ways, but on the whole long-term effective lead generation comes down to a combination of advertising, public relations and a systematic approach to referrals – the lead generation trio as we like to call them.
Check all of the tactics you currently use to generate leads.

Outdoor AdvertisingDirectory AdvertisingDirect MailSocial MediaRadio/TVDirect SalesSEO/SEMPay per Click AdvertisingWord of MouthPrint AdvertisingOnline AdvertisingPR EffortsReferral GenerationEmail PromotionCouponsFlyers
Describe your lead conversion (sales) process:
Keeping Score:

Building business momentum usually comes down to understanding these four variables and going to work on improving them: 1) % of leads converted 2) Average $ amount per customer/transaction 3) Average number of transactions with each customer 4) Cost to generate a customer.
Check all that apply. We Track:

Annual RevenueMarketing Cost/CustomerNumber of Leads% of Leads ConvertedAverage Trans/Customer# of Annual Trans/Customer# of Referrals% of Customer ReferralsPR MentionsSocial Media MentionsCustomer SatisfactionProfit per CustomerTestimonialsCustomer Results
Do you have a marketing plan?

YesNoKind Of
Do you have and use a marketing calendar?

YesNoKind Of
Do you have and use a marketing budget?

YesNoKind Of
Describe your greatest marketing challenge right now:
I foresee making changes to our marketing in the next year because: (check all that apply)

We want to increase salesWe want to take systematic approach to marketingWe want to introduce a new product or service to the marketWe want to enter a new marketNone of the above
Should be Empty: