Stage 1: Attract & Educate

How clearly does your brand messaging stand out from competitors? *

A. I haven’t defined it yet

B. I have a general message, but it’s still evolving

C. My message is bold, clear, and consistently used

Are you publishing thought leadership content consistently? *

A. Not yet

B. Occasionally

C. Yes, I show up regularly on one or more platforms

Is your online content optimized for search and AI visibility (SEO/AEO)? *

A. I don’t really know what that means

B. I’ve done some keyword work, but it’s not consistent

C. Yes, I’m intentional with optimization and discoverability

Are you running any paid visibility campaigns (ads, retargeting)? *

A. No

B. I've tried a few basic campaigns

C. Yes, I have a paid strategy targeting my ideal clients

Does your website immediately position you as an expert? *

A. Not really

B. It’s a work in progress

C. Yes, it reflects my authority and speaks to my audience

Stage 2: Nurture & Engage

Do you have a nurture sequence set up to engage new leads? *

A. Not yet

B. I have a welcome email or two

C. Yes, I have a full email journey tailored to buyer stages

Do you use segmentation to personalize your marketing content? *

A. No, I send everything to everyone

B. I’ve grouped my audience loosely by interest or lead source

C. Yes, I segment based on behavior, journey stage, or need

Is your funnel experience smooth, strategic, and optimized? *

A. I don’t have a funnel

B. I have one, but it’s not converting consistently

C. Yes, my funnel is tested, intuitive, and aligned with my brand

Are you retargeting leads or re-engaging inactive subscribers? *

A. No, I don’t have that set up

B. I’ve tried, but it’s manual or inconsistent

C. Yes, I have retargeting ads or automated re-engagement flows

Does your content build connection and tell a consistent story? *

A. I post, but it feels scattered or off-brand

B. I’m finding my voice and improving

C. Yes, my content builds trust and reflects my core message

Stage 3: Convert & Close

Do you have a high-value offer that attracts and qualifies leads? *

A. No, I go straight to selling my services

B. I offer free sessions, but they aren’t very strategic

C. Yes, I have a high-value lead-in that positions me as the expert

Are your CTAs (calls-to-action) clear, confident, and visible? *

A. I don’t really have strong CTAs

B. I include CTAs sometimes, but they’re not consistent

C. Yes, every piece of content or page has a clear next step

Do you have a way to identify and prioritize hot leads? *

A. No, I treat all leads the same

B. I use some informal signals, like email replies

C. Yes, I have a lead scoring or filtering system

Is your sales or booking process optimized for conversion? *

A. It’s clunky or confusing

B. It works, but needs improvement

C. It’s seamless and designed for a great user experience

Do you track and review your conversion data regularly? *

A. Not at all

B. Occasionally, when something isn’t working

C. Yes, I track performance and optimize based on data