First Name
*
Last Name
*
Email
*
Phone
*
Website
*
Reputation Activities
Do you have a proactive system for creating positive content about your business and disseminating it on the web?
Yes
No
Do you have a system for monitoring what is being said about your business on the web and social media?
Yes
No
Do you have a reputation-saving approach to responding to clients that have expressed disappointment in your products/services?
Yes
No
Do you have a reliable system of collecting and creating client testimonials and success stories?
Yes
No
Do you effectively and powerfully use your testimonials in all the marketing, advertising and sales efforts you do?
Yes
No
Has your website been effectively optimized for search engine results?
Yes
No
Has your website been kept current with news/awards/changes?
Yes
No
Is your business currently ranking on page 1 of search engine results for competitive keyword phrases?
Yes
No
Do you have an active social media presence?
Yes
No
Do you hold or run special events such as educational seminars, new product introductions, end of the year promotions, private sales, meet the management events, meet the manufacturer events, client appreciation events, etc.?
Yes
No
Reach Activities
Do you have a written marketing strategy and tactical implementation plan that you continuously apply and follow?
Yes
No
Have you identified the sources where all (or at least most) of your business is coming from and how to stimulate more people from those specific sources to purchase from you?
Yes
No
Assuming you know your allowable cost of acquiring a new prospect and/or clients, do you invest up to that amount in your marketing efforts to acquire new buyers?
Yes
No
Do you know the average lifetime value of your clients?
Yes
No
How many different marketing activities do you have in place to attract prospects/clients/revenue flow?
2
3-5
6-8
9+
How much do you invest in marketing activities each month?
$0
<$1000
$1000-2500
$2500-5000
$5000+
Do you have a direct response-formatted website?
Yes
No
Do you have a target prospect list of strategic partners? (i.e., companies that either already have a strong relationship with the same people you want to sell, or new, competitive organizations that have more to gain than you do by seeing you sell your product/service to more people/companies)
Yes
No
Do you have any strategic alliances actively in place right now that are generating you new prospects/clients/revenue flow?
Yes
No
Resell Activities
Have you identified complementary cross-sell offers for all of your products and services?
Yes
No
Are you communicating offers to your existing customers at least once per month?
Yes
No
How many different media are you using to make your offers (SMS, email, direct mail, etc.)?
None
One
2-4
5+
Do you have a comprehensive database of your prospects, buyers that identifies everything from names, contact numbers, type of buying, what the buy, where they originated from, quantities or past purchases, etc.?
No
Partial
Yes on all issues
Do you have a method to build a continually growing prospect/client list?
Yes
No
Do you currently offer bonuses (either tangible or intangible) as an incentive to purchase your product or your service?
Yes
No
Do you have an active, systematic, ongoing follow-up system for every prospect and first-time buyer you acquire?
Yes
No
How often do you follow up with past buyers/clients by phone, mail, email or in-person?
Never
Once every six months
Once a quarter
More often
Do you know what your attrition rate is and why a client may stop buying from you?
No
Partially
Yes in both cases
Referral Activities
How many formal referral-generating systems do you currently have with prospects or potential partners?
None
One
2-5
6+
Does at least 25% of your business currently come from referrals?
Yes
No
General
Do you have someone working on the marketing of your business that has training in marketing?
Yes
No
Do you have someone at your business spending at least 50% of their time dedicated to marketing?
Yes
No
Do you have a powerful, unique value proposition that you communicate consistently to your market?
Yes
No
Does your marketing make irresistible offers to your prospects or potential buyers?
Yes
No
Have you formally surveyed your clients to find out exactly why they buy from you versus the competition?
Yes
No
Do your marketing, sales approaches and advertising activities focus on benefits or features?
Features
Benefits
List 3 to 5 Competitors
How do you feel after completing this questionnaire?
Same or hopeless
Excited and I know I need help, can you please help me?