Last Name
First Name
Email
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Company Name
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What is holding your firm back from investing more in marketing?
We don't see the return on investment
We don't have the time or resource
We don't know where to start
Partners aren't convinced it's necessary
We're already investing as much as we can
Nothing. We're ready to do more
We're at capacity and not actively looking for new clients
How does your firm use social media for marketing?
We don't use social media
We post occasionally with no real strategy
We post consistently but don't generate leads from it
It's a genuine source of enquiries and referrals
We run paid social alongside a consistent organic strategy
How is your firm currently using AI in its marketing?
We're not using AI in our marketing at all
We've experimented but have no consistent approach
We use AI tools regularly for content and copywriting
AI is embedded in our marketing workflow
We use AI for both content creation and marketing analytics
How does your firm plan to win new clients over the next 3 years?
Referrals and word of mouth only
Referrals plus strategic partnerships and introducers
A mix of referrals and proactive marketing
Mainly through proactive marketing and lead generation
We don't have a clear plan
Do you have a documented marketing strategy, and when was it last reviewed?
No, we have no marketing strategy
We have informal ideas but nothing documented
Yes, but it hasn't been reviewed in over 2 years
Yes, reviewed in the last 12 months
Yes, we review and update it quarterly
Who owns marketing in your firm?
No one - it happens ad hoc
A partner, alongside their client work
An external agency we use occasionally
A dedicated internal marketing person
A marketing team or retained agency with clear accountability
Does your firm have a defined ideal client profile or niche?
No - we work with anyone
We have a rough idea but nothing defined
Yes, loosely defined
Yes, clearly defined and it guides all our marketing
What is your firm's primary marketing channel?
We don't have one
Events and networking
Strategic partnerships and referral networks
Organic social media
Email and newsletter
Content and thought leadership
Paid advertising
A combination of multiple channels
How well does your website convert visitors into enquiries?
Our website rarely generates any enquiries
Occasionally we get an enquiry
It generates some enquiries but could do more
It generates consistent enquiries
It's one of our best sources of new business
Approximately what percentage of your new clients came from proactive marketing in the last 12 months?
0% - all new clients came via referrals or word of mouth
1–10%
11–30%
31–60%
Over 60%
Does your firm have a structured process for asking clients for referrals or reviews?
No - we rely on it happening naturally
We ask informally but there's no process
Yes, we have a loose process
Yes, a structured and consistent process
What marketing metrics does your firm track regularly? (Select all that apply)
We don't track any marketing metrics
Number of new enquiries
Source of new clients (where they came from)
Website traffic or analytics
Social media reach or engagement
Cost per lead or cost of acquisition
Revenue attributed to marketing activity
How confident are you that your marketing generates a measurable return?
Not at all confident
Slightly confident
Somewhat confident
Very confident
We can demonstrate clear ROI
Roughly how much does your firm invest in marketing annually?
Nothing formal - only ad hoc costs
Under £2,000 per year
£2,000–£10,000 per year
£10,000–£25,000 per year
Over £25,000 per year
How involved is firm leadership in marketing activity?
Not involved at all - marketing is seen as a cost
They approve spend but don't actively participate
Occasionally involved when needed
Actively championing marketing across the firm
What is stopping your marketing from delivering better results?
We're not doing enough marketing activity
We don't know what's working and what isn't
Our messaging doesn't resonate with the right clients
We lack consistency
We don't convert enquiries into clients effectively
We don't have the right strategy in place
What is your firm's primary marketing goal over the next 3 years?
Attracting talent to the firm
Raising our profile and reputation
Retaining more existing clients
More enquiries from new prospects
Entering a new market or sector
Better quality leads (not just more)
Do you have a dedicated budget for paid advertising?
No
Yes, occasionally / ad hoc
Yes, a fixed monthly budget
How long has your firm been trading?
Under 3 years
3–10 years
10–25 years
25+ years
What is your firm's primary specialism?
Audit and assurance
Tax
Advisory and consulting
Outsourced accounting / bookkeeping
Mixed / full service
How many staff members do you have?
1–5 people
6–20 people
21–50 people
51–100 people
100+ people
Where is your firm based?
United Kingdom
Ireland
Australia
Canada
United States
Other
Is your firm considering an acquisition or merger as part of its growth strategy?
Not at all — organic growth only
We're open to it but not actively pursuing it
Yes, we're actively exploring acquisition opportunities
We have already made acquisitions and may do more
What is your firm's approximate annual revenue? (in your local currency)
Under 250,000
250,000–500,000
500,000–1 million
1 million–3 million
3 million–10 million
Over 10 million
How has your firm's revenue grown over the last 12 months?
We've declined
Stayed roughly the same
Grown up to 10%
Grown 10–25%
Grown over 25%
How has your firm's revenue grown over the last 3 years overall?
We've declined or stayed flat
Grown steadily up to 30%
Grown significantly over 30%
Are you hitting your growth targets?
We don't have defined growth targets
No — we're falling short
Broadly yes — roughly on track
Type an Option
Yes — we're exceeding them