Business Assessment

Find Out What's Working And

What’s Missing in Your Marketing

How well is your marketing system performing?

Use this simple Yes/No audit to uncover gaps in your strategy. This checklist helps you assess key areas like customer engagement, branding, automation, and campaign performance.

After completing the audit, you'll know exactly where to improve. Then you can schedule a free consultation to build a marketing system that delivers real results.

Take The Free Assesment

Category 1

Database and Communication Tools

Do you maintain a comprehensive database of customer emails and phone numbers?

Category 1

Database and Communication Tools

Do you use a newsletter builder to send visually engaging updates?

Category 1

Database and Communication Tools

Are new leads and customer information regularly added and updated in your database?

Category 1

Database and Communication Tools

Is your contact list segmented based on behaviors, demographics, or preferences?

Category 1

Database and Communication Tools

Do you have tools in place to send bulk emails or SMS messages?

Category 2

Branding and Campaigns

Is your brand identity cohesive across all platforms (logo, colors, messaging)?

Category 2

Branding and Campaigns

Are your marketing campaigns clearly aligned with your brand mission and business goals?

Category 2

Branding and Campaigns

How Frequently Does Your Business Launch New Marketing Campaigns?

Category 2

Branding and Campaigns

Do you utilize a variety of channels (e.g., social media, email, print, video) for promotion?

Category 2

Branding and Campaigns

Do your campaigns include measurable objectives and performance milestones?

Category 3

Customer Engagement and Support

Do you use a CRM system to manage and personalize customer interactions?

Category 3

Customer Engagement and Support

Do you proactively reach out to clients with updates, offers, or helpful information?

Category 3

Customer Engagement and Support

Do you have a system to track, manage, and resolve customer issues efficiently?

Category 3

Customer Engagement and Support

Do you collect customer feedback regularly through surveys or follow-ups?

CATEGORY 3

Customer Engagement and Support

Do you follow up with customers after purchases or service interactions to build stronger relationships?

CATEGORY 4

Performance and Strategy

Do you regularly analyze and update your marketing strategies?

CATEGORY 4

Performance and Strategy

Do you review past campaign performance to inform future marketing decisions?

CATEGORY 4

Performance and Strategy

Do you have measurable short- and long-term marketing goals?

CATEGORY 4

Performance and Strategy

Are you tracking key performance indicators (KPIs) for your marketing efforts?

CATEGORY 4

Performance and Strategy

Do you adjust your strategy based on campaign performance data and trends?

Well done!

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