Full Marketing Assessment •

5. How would you rate your organization’s performance over the last 12 months at producing leads and sales through these channels? N/A means that your organization does not generate leads/sales through that channel.

Affiliate & Referral Programs*

T or F #1

(Type) Suggestion #1

Blogging*

T or F #1

(Type) Suggestion #1

Digital Marketing*

website ads, paid search, re-targeting, social ads, etc.

T or F #1

(Type) Suggestion #1

Direct Marketing*

T or F #1

(Type) Suggestion #1

E-Mail Marketing*

T or F #1

(Type) Suggestion #1

Events/Trade Shows*

T or F #1

(Type) Suggestion #1

Inbound Phone Calls*

T or F #1

(Type) Suggestion #1

Local / National Media Coverage*

T or F #1

(Type) Suggestion #1

Organic Search*

Meaning people finding your business on Google, Bing, Yahoo etc. and clicking through to your site.

T or F #1

(Type) Suggestion #1

Outbound Sales*

T or F #1

(Type) Suggestion #1

Downloadable Content*

ebooks, podcasts, white papers, webinars, etc

T or F #1

(Type) Suggestion #1

Customer Referrals*

T or F #1

(Type) Suggestion #1

Social Media*

T or F #1

(Type) Suggestion #1

Live Speaking Engagements*

T or F #1

(Type) Suggestion #1

Third-Party Sponsorships*

T or F #1

(Type) Suggestion #1

Traditional Advertising*

print, radio, TV, billboard, yellowpages, etc.

T or F #1

(Type) Suggestion #1

In-Person Networking*

T or F #1

(Type) Suggestion #1

Website Leads*

T or F #1

(Type) Suggestion #1

Step 1 of 12

Basic Business & Marketing Information

Financial Information

Marketing Goals

Marketing Plan - Next 12 Months

1. The following are all essential to building your business and brand. How would you rate the overall strength of your organization in each?

2. How would you rate the strength of your organization’s relationships with the following audiences? N/A means that audience is not applicable to your organization.

3. How would you rate your organization’s historical performance in these key areas used to measure marketing success? N/A means that you do not track and report that metric.

4. How would you rate the overall strength of your organization’s:

5. How would you rate your organization’s performance over the last 12 months at producing leads and sales through these channels? N/A means that your organization does not generate leads/sales through that channel.

6. How would you rate your internal marketing team’s competencies in these core areas? N/A means that no one on your internal team has that competency.

7. How would you rate your organization’s utilization of these marketing and sales technology solutions? N/A means that your organization does not have or utilize that technology.

Social Media Marketing, Management, Monitoring, & Automation

9. How would you rate your organization's creation and distribution of content in the following digital formats? N/A means that your organization is not creating that type of content.

10. How would you rate your organization’s activation of the following public relations tactics? N/A means that your organization is not using PR in that way.

11. How would you rate your organization’s activation of the following public relations tactics? N/A means that your organization is not using PR in that way.

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