Marketing Audit Survey

Business Name *

First Name *

Last Name *

ONLINE PRESENCE

Website *

Facebook URL *

Instagram URL *

Linkedin Personal Profile *

LinkedIn Business Profile *

YouTube Channel URL *

Other Social Media URLs *

BUSINESS INFORMATION

How many full-time employees are employed at your company, including yourself? *

Products and Services *

Unique Value Proposition *

Business Model *

Target Audience *

Competitors *

Keywords *

SALES FOLLOWUP PROCESS

Do you have a defined sales process that is successful at closing new deals/selling products? *

Sales Tracking *

Marketing Leadership *

Do you currently follow up with customers and past customers via email marketing? *

Email Marketing *

MARKETING HISTORY

Are you currently adding blogs to your website every month? *

Are you currently posting to social media every week? *

Are you currently doing any backlinking to your website? *

Current Online Ad Spend *

Last Website Redesign *

Does your website currently accurately reflect your business’s current products, services, and authority in the marketplace? *

Do you feel that your logo, colors, fonts, and other visual elements are reflective of your business’s services, products, and values? *

Do you do any traditional advertising like radio, billboards, TV, or newspaper ads? *

Other Marketing Channels *

Current Marketing Team *

Past Marketing Agency Experience *

GROWTH GOALS

Monthly Website Visitors *

Growth Goal *

Growth from Digital Marketing *

Are you primarily an ecomm/product/SAAS business or service based business? *

eCommerce Business

Service Based Business

ECOMM/SAAS GROWTH GOALS

The following information can be found on your Shopify dashboard, Google Analytics, CRM, merchant processor reports, or accounting software. If you don't know some of this information, that's OK! Use your best guess estimate. This information is important because it helps us craft a strategy to achieve your growth goals.

Sales Quantity (online sales only) *

Average Order Value *

Return Customer Rate *

Lifetime Value *

SERVICE BUSINESS GROWTH GOALS

The following information can be found in Google Analytics, or your accounting or CRM software. If you don't know some of this information, that's OK! Use your best guess estimate, or put N/A in the field. This information is important because it helps us craft a strategy to achieve your growth goals.

New Leads (Monthly) *

New Customers (Monthly) *

Lifetime Customer Value *