What is your average digital marketing ad spend across all channels?
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Are you using hidden fields on all online forms to collect click IDs and UTM data for all online conversion events?
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Do you have a system that keeps click IDs and UTM data saved on your site, even if a visitor leaves and later converts on a different page?
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Do you have a system in place to ensure complete marketing data is being sent to your CRM without being blocked or limited by Apple, Safari or other restrictive browsers?
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Are you collecting all offline conversion events (calls, quotes, sales) and sending this data back to your ad platforms for enhanced optimization?
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Are you using first party, server side tracking to ensure both online and offline events are stored and synchronized across your CRM and ad platforms?
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Which of these best describes your business?
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Do you sell through any distributors or retailers?
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Do you sell via
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What’s your average order size?
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What’s your typical deal velocity? (in days)
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What % of your sales happen online vs. offline? (%)
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What’s your #1 marketing challenge?
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What’s your “dream outcome” for your marketing?
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What’s your revenue growth for the last 12 months? (%)
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What’s your revenue growth goal for the next 12 months?
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What’s the #1 issue you like to see fixed with your marketing and sales immediately?
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How confident are you that you’ll meet these goals?
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First Name
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Last Name
Email
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UTM Loss
Data persist loss
Send to platforms loss
Offline events loss
Server tracking loss
total loss percent
wastedSpend