Marketing Check-up

Contact Info
Let's start with the basics. Please tell us how we may contact you and where we can find our business.
Contact Name*
First Last
Email Address*
Business Name*
Business Address
Optional, but giving us your address will help us with local presence analysis.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Business Phone Number*
If you have more than one #, what is the main number that people would find when searching for your business?

Step 1: Strategy Before Tactics
Describe your Ideal Customer/Client as thoroughly as possible*
Note: "Ideal Client/Customer" is *not* the same as target market! What we want to get to here is who you are actively seeking. if you could wave a magic wand and instantly acquire a set of clients/customers that all shared common characteristics that made them your "ideal" , what would the composite profile of those clients look like?
Why would someone choose you over your competition?*
Describe the core point(s) of differentiation for your business vs. others in your same field.
Who are your top competitors?
Use the + sign to the right of a row to add additional rows. You may list up to 5, but please try to give us at least 3 to look at.
Competitor Name Competitor Website URL What is this competitor's main strengh vs. you?

Step 6: Lead Conversion
Describe your process for converting a lead into a client/customer*
Do you use Customer Relationship Management software?*
- Yes
- No
- I don't know
Do you use any Marketing Automation software?*
Marketing Automation in its simplest form could just be an email autoresponder. More complicated systems include packages such as HubSpot, SharpSpring, Infusionsoft, etc.
- Yes
- No
- I don't know

Step 7: Live by the Calendar
Do you have a marketing plan?*
- Yes, we have a plan and follow it
- Yes, we have a plan, but we don't really follow it
- No
- I don't know
Do you have a marketing calendar?*
- Yes, we have a calendar and follow it
- Yes, we have a calendar, but we don't really follow it
- No
- I don't know

What Next
We appreciate your taking the time to fill out this form.

As we said at the top, this is a serious tool. It will take us a little time to digest the information you have provided and to do our homework. As we promised, we will give you our thoughts along with 2 or 3 solid recommendations of things you can do right away to improve your marketing.

Expect to hear back from us within 2 business days about scheduling a time for us to give you our feedback.
Finally, would you please tell us how you heard about us?*
What, you didn't think we forget to track our lead sources, did you? What kind of marketers would that make us?
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Contact Info

Competitor Name	Competitor Website URL	What is this competitor's main strengh vs. you?