Page 1 of 1
Marketing Health Check
Let's check the pulse of your business. Answer honestly – this will help us create a custom growth plan just for you.
Business Basics
Business
Name
*
What industry are you in?
*
How long have you been in business?
*
Do you have a clear brand identity (logo, colors, slogan, mission statement, voice)?
*
What products or services do you offer?
*
What sets your business apart from competitors?
*
Goals & Vision
What are your top 3 business goals for the next 6-12 months?
*
What are your biggest challenges right now?
*
If marketing worked exactly how you wanted, what would success look like?
*
Marketing
Do you currently have a marketing plan or strategy?
*
What marketing channels are you currently using? (Check all that apply)
*
What marketing channels are you currently using? (Check all that apply)
Which channel has worked best for you so far?
*
Do you currently have a monthly marketing budget? (Yes/No)
*
If yes, how much do you typically allocate?
*
How confident are you in the ROI of your current marketing efforts?'
*
(1-10)
Sales & Lead Generation
How do you currently generate leads or attract new customers?
*
Do you have a System in place to follow up with leads? (Yes/No)
*
What's your average customer/client value? (If known)
*
Do you have an email or SMS list? If yes, how many subscribers?
*
Systems & Automation
Do you use a CRM or automation tool to manage clients, leads, or communications? (Yes/No)
*
If yes, which one?
Do you have any loyalty, referral, or rewards programs? (Yes/No)
*
Are you currently using AI or any automation in your business?
*
Online Presence
Do you have a website? (Yes/No)
If yes, what's the URL?
Is your website optimized for mobile? (Yes/No/Not Sure)
*
Do you have a Google Business Profile? (Yes/No/Not Sure)
*
Are your business listings consistent across the web (Google, Yelp, etc.)? (Yes/No/Not sure)
*
Social Media
Which platforms are you active on?
*
How often do you post?
*
Do you run paid ads on social media? (Yes/No)
*
Who manages your social media? (Me, employee, agency, no one)
*
Reputation & Reviews
Do you have online reviews? (Google, Facebook, Yelp, etc.) (Yes/No)
*
How many reviews do you currently have (rough estimate)?
*
What's your average star rating?
*
Do you have a system for requesting reviews after sales? (Yes/No)
*
Mindset & Readiness
How open are you to trying new strategies or technologies?
*
What's held you back from marketing more consistently?
*
Are you ready to grow your business now, or gathering info for the future?
*
Contact Information
Name
*
Position
*
Email
*
Phone
*
Submit
