Marketing Strategy Audit Intake Marketing Strategy Audit Intake Form Step 1 of 5 20% Contact Name* First Last Company Name* Address* Street Address Address Line 2 City StateAlabamaAlaskaAmerican SamoaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaGuamHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaNorthern Mariana IslandsOhioOklahomaOregonPennsylvaniaPuerto RicoRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahU.S. Virgin IslandsVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Business Phone*Alternate Phone*Email* Enter Email Confirm Email Website* Year established* Primary Industry Category (i.e.: Attorney)* Secondary Industry Category (i.e.: Elder Law)* Is your focus Business to Business (B2B) or Business to Consumer (B2C)?* Business to Business Business to Consumer Business Description*Products / Services Offered*Main Revenue Streams* Marketing Strategy OverviewStrategy and tactics must go hand in hand in order for a business to achieve a measure of true momentum, but an effective strategy must be in place before any set of tactics make sense. “All men can see these tactics whereby I conquer, but what none can see is the strategy out of which victory is evolved." - Sun Tzu and The Art of WarDescribe what you do or what you offer your clients?*What are the problems you are helping your customers solve?*Describe your ideal customer as thoroughly as possible.*Describe the core point of differentiation for your business versus your competition.*List at least 3 competitors and their strengths (include URLs and we will provide you with a competitive web analysis) Content Marketing StrategyPeople today have come to expect to find information about any product, service, company, individual, cause or challenge they face by simply turning to the search engine of their choice. So, if they’re not finding content that you’ve produced that provides them that information, even if someone referred them directly to you, there’s a pretty good chance you won’t be worthy of their trust.Your educational marketing content includes: Check all that apply.* Blog eBooks White Papers Workshops Seminars Marketing Kit Articles Testimonials Case Studies Partner Content Media Kits Video Email Drip Podcast Newsletter Customer Content Your trust building content includes: Check all that apply.* Free workshops Low cost trial offers Membership offerings Monthly follow-up Prospect assessment tools Special offers to switch Subscription offerings Customer only events Free "how to" content Customer training Frequent buyer offerings Customer feedback tools Free trial offers Customer orientaton Results Review sessions Help desk and support Do you offer a lead-generating PDF or other downloadable marketing asset that captures email addresses on your website?* Yes No Do you have an automated email process that helps to get new customers?* Yes No Do you have any emails or letters that you send to prospective customers?* Yes No Total Online PresenceThe internet just keeps gaining significance in the world of small business and it’s no longer enough to think about your website as your total online strategy. Marketing today means building a great deal of your thinking around a total web presence.Your online presence includes: Check all that apply.* Website Google MY Business Page Landing Pages Blog Customer Reviews Paid Advertising LinkedIn Profile Facebook Page Twitter Profile Yelp Profile Email Newsletter Your website includes: Check all that apply.* Clear and concise statement of what you offer? Images that communicate what success looks like for your customer Specific value you deliver to your customer as a result of using your product / service Direct call to action that is the obvious button to press A plan that shows your customers how to do business with you A transitional call to action or lead-generating PDF?? Bite-size breakdowns of your products or services Lead Generation and SalesGenerally speaking there is no one magic way to generate a tons of leads. Granted, for some businesses there are more effective ways, but on the whole long-term effective lead generation comes down to a combination of advertising, public relations and a systematic approach to referrals – the lead generation trio as we like to call them.Check all of the tactics you currently use to generate leads.* Television Radio Outdoor advertising Direct sales Paid online advertising Search Engine Optimization Social media Referrals / Word of mouth Email promotion Direct mail Print advertising PR efforts Directory advertising Coupons Flyers Keeping ScoreBuilding business momentum usually comes down to understanding these four variables and going to work on improving them: 1) % of leads converted 2) Average $ amount per customer/transaction 3) Average number of transactions with each customer 4) Cost to generate a customerYour metris tracking includes: Check all that apply.* Annual revenue Average trans/customer PR mentions Testimonials % of leads converted % of customer referrals Profit per Customer Number of leads # of referrals Customer satisfaction Marketing cost/customer # of annual transactions per customer Social Media mentions Customer results Do you have and use a marketing plan?* Yes No Kind of Do you have and use a marketing calendar?* Yes No Kind of Describe your greatest marketing challenge right now.*I foresee making changes to our marketing in the next year because (Check those that apply.)* We want to increase sales We want to take a systematic approach to marketing We want to introduce a new product or service to the market We want to enter a new market None of the above Your current monthly Marketing Budget?* Less than $1,000 $1,000 to $2,500 $2,500 to $5,000 Greater tha $5,000 How did you hear about MarketBlazer?* « Previous PostNext Post »
