Marketing Checkup

Please complete the form below so we can learn a little more about your business in order to give you some solid direction.

This is a serious marketing tool and we ask that your have the genuine interest to make the investment required to take your business to the next level.

Please fill out as much as possible of this questionairre.

Your Name (required)

Your Email (required)

Your Skype ID (required)

Your Phone number

Your Company Name (required)

Your Website

Number of Employees

Describe your business

Are you a Business to Business (B2B) or Business to Consumer (B2C) company? (required)

How much of an investment in marketing do you think it will take over the next 12 months to take your business to the next level? (this total includes advertising, PR, consulting, direct mail, etc). You will be directed to the appropriate resource based on your answer (required)

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.

Ideal customer

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:
BlogsebooksWhite 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 offers to switchCustomer trainingCustomer orientationMembership offeringsSubscription offeringsFrequent buyer offeringsResults review sessionsMonthly follow-upCustomer only eventsCustomer feedback toolsHelp desk and support

Web Presence

The web just keeps gaining significance in the world of small business and it’s no longer enough to think about your web site as your web strategy.

Marketing today means building a great deal of your thinking around a total web presence
Check all that apply - Our web presence includes . . .
Web siteBlogemail newsletteremail autoresponderemail lead capture formLanding pagesFacebook pageTwitter profileLinkedIn profileGoogle Places pageYelp profilePay per click advertisingAnalytics packageReputation managementCustomer serviceCompetitive monitoring

Lead Generation and Sales

Generally speaking there is no one magic way to generate a tons 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 promotionCouponsFlyersCustomer feedback toolsHelp desk and support

Describe your lead conversion (sales) process

(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/cust# of annual trans/cust# or referrals% of cust referralsPR mentionsSocial media mentionsCustomer satisfactionProfit per customerTestimonialsCustomer results

Do you have and use a marketing plan?
YesNoKind of

Do you have and use a marketing calendar?
YesNoKind of

Describe your greatest marketing challenge right now.

I foresee making changes to our marketing in the next year because (check those that apply)
We want to increase salesWe want to take a systematic approach to marketingWe want to introduce a new product or service to the marketWe want to enter a new marketNone of the above

How did you hear about us?

Thanks for your time! We’ll be in touch soon!