This assessment looks at eight areas of your digital presence to help identify what is working well, where there may be gaps, and where your biggest opportunities may be.
You can complete the assessment yourself, or if you would prefer some guidance, book a Digital Growth Assessment call and we can work through it together.
Answer each question based on how your business operates today. If you are unsure, simply select Not Sure.
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Your digital shopfront
Your website is often one of the first places potential customers go to understand who you are, what you offer and whether your business is right for them.
In this section, we will look at how clearly your website represents your business, how easy it is for customers to use and how effectively it guides visitors towards taking the next step.
5 quick questions
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Would you prefer some help?Not sure how to assess your own digital presence? You do not have to complete it alone.
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Your digital shopfrontConsider whether you use tools such as Google Search Console, analytics or SEO reporting to understand how people find you.
Your digital shopfrontConsider how easily a new visitor can find your services, contact details and other important information without having to search around.
Your digital shopfrontLook for clear calls to action that help visitors understand what they should do when they are ready to take the next step.
Your digital shopfrontThink about the experience on a phone, not just whether the website technically fits on a smaller screen.
Helping the right people find you
Having a great website is only valuable if the right people can find it. Search visibility is about how effectively your business appears when potential customers are actively looking for the products or services you provide.
In this section, we will look at your understanding of what customers search for, the content supporting those searches and how actively you monitor and improve your visibility.
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Would you prefer some help?Not sure how visible your business really is in search? We can look at it together.
Helping the right people find youThink about what a potential customer would actually type into Google when looking for a business like yours.
Helping the right people find youImportant services generally need enough dedicated information for both customers and search engines to understand what you offer.
Helping the right people find youThis could include service information, FAQs, articles, guides or other content that answers genuine customer questions.
Helping the right people find youConsider whether you use tools such as Google Search Console, analytics or SEO reporting to understand how people find you.
Helping the right people find youSearch visibility usually requires ongoing monitoring, content improvement and optimisation rather than a one-off setup.
Being visible when customers search locally
For many businesses, Google Business Profile is one of the first things a potential customer sees — sometimes before they even visit the website.
In this section, we will look at how well your Google presence is managed, whether your business information is accurate and current, and how effectively you are using reviews and local visibility.
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Would you prefer some help?Not sure whether your Google presence is working as effectively as it could? We can review it with you.
Being visible when customers search locallyYour profile should reflect your business today rather than simply existing because it was set up sometime in the past.
Being visible when customers search locallyCheck that customers can rely on the information they see in Google when deciding whether to contact or visit you.
Being visible when customers search locallyConsider whether requesting reviews is part of your normal customer process rather than something you only do occasionally.
Being visible when customers search locallyAn actively managed profile helps customers see that the business information and customer feedback are current.
Being visible when customers search locallyYour business name, phone, location, opening hours and other key details should not conflict across different online sources.
Staying visible and building familiarity
Social media and useful content help customers become familiar with your business before they are ready to make contact. You do not need to be everywhere, but you should be visible in the places that matter to your customers.
In this section, we will look at where you are active, how consistently you communicate and whether your content supports engagement, trust and enquiries.
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Would you prefer some help?Not sure which platforms or content are actually helping your business? We can work through it together.
Staying visible and building familiarityYou do not need to be everywhere. Consider whether you are present where your actual customers are most likely to spend time.
Staying visible and building familiarityConsistency does not mean posting every day. It means your profiles remain active and provide useful signs that your business is current.
Staying visible and building familiarityConsider whether your content gives potential customers reasons to understand, remember and trust your business.
Staying visible and building familiaritySocial activity should make it easy for an interested person to take the next step with your business.
Staying visible and building familiarityConsider whether you measure what works rather than relying mainly on likes, impressions or assumptions.
Turning attention into opportunities
Getting visitors to your website or social channels is only part of the job. Your digital presence also needs to make it easy for interested people to take action and become genuine business opportunities.
In this section, we will look at how you capture enquiries, what happens after someone makes contact and how effectively leads are followed up and tracked.
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Would you prefer some help?Not sure what happens to your leads after they make contact? We can help you map the process.
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Staying visible and building familiarityCustomers should not have to hunt around to work out how to take the next step.
Staying visible and building familiarityThink about what happens when someone enquires but does not book, buy or respond to your first reply.
Staying visible and building familiarityConsider whether you can distinguish leads generated by Google, social media, advertising, referrals, email and other sources.
Staying visible and building familiarityThis means being able to see what happened to a lead rather than losing visibility once the initial enquiry was received.
Giving customers confidence to choose you
Before contacting a business, customers often look for reassurance that they are making the right choice. Reviews, testimonials, credentials, experience and consistent business information all help build that confidence.
In this section, we will look at the trust signals your business provides and how effectively your online presence demonstrates your reputation, experience and credibility.
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Would you prefer some help?
Not sure whether your online presence gives customers enough reasons to trust and choose you? We can review it together.
Giving customers confidence to choose youConsider whether gathering customer feedback is part of your normal business process.
Giving customers confidence to choose youGood customer feedback has more value when prospective customers actually encounter it while evaluating your business.
Giving customers confidence to choose youInclude the evidence that helps customers understand why they can feel confident choosing your business.
Giving customers confidence to choose youCustomers should feel they are dealing with the same professional business wherever they encounter you online.
Giving customers confidence to choose youThink about your reviews, experience, credentials, work examples, business information and other reassurance a new customer may look for.
Making every step easier for your customers
A customer's experience does not begin when they buy from you. It starts when they first discover your business and continues through enquiry, decision-making, onboarding, service and ongoing communication.
In this section, we will look at how easily customers can move through those stages and how consistently your business communicates along the way.
CLICK NEXT TO CONTINUE TO CUSTOMER JOURNEY →
Would you prefer some help?Not sure what your customer journey looks like from the customer's point of view? We can map it together.
Making every step easier for your customersThink about your reviews, experience, credentials, work examples, business information and other reassurance a new customer may look for.
Making every step easier for your customersConsider what happens at each stage rather than just the initial enquiry.
Making every step easier for your customersThis might include confirmations, instructions, appointments, documentation, payment information or other onboarding communication.
Making every step easier for your customersThink about whether customers know what is happening and what is expected of them at each important stage
Making every step easier for your customersThis could include follow-up, useful information, reminders, review requests, repeat services or staying in touch.
Building systems that support future growth
As a business grows, relying on manual processes, separate inboxes and disconnected systems can make it harder to keep track of customers and opportunities.
In this section, we will look at how you manage enquiries and customer information, where your systems connect and how automation could support communication, follow-up and efficiency.
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Would you prefer some help?Not sure what could be automated or how your systems could work together more effectively? This is something we can explore with you.
How effectively are you managing enquiries, customer information and follow-up, and using systems and automation to support future growth?
The goal is to have a reliable customer history rather than relying on individual staff members or separate systems.
Think about whether information flows automatically or someone has to manually copy it from one system to another.
Automation should reduce repetitive work while still providing customers with appropriate and timely communication.
