Marketing Check-up

This is a serious marketing tool and we ask that you have a genuine interest in making the investment required to take your business to the next level. It will take about 20 minutes to fill out this form.

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

Focus Areas
What is you greatest overall business challenge right now?*
What is you greatest marketing challenge right now?*

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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Marketing Check-up

Step 1 of 13 - Contact Info

Contact Info

About Your Business

Step 1: Strategy Before Tactics

Step 2: Fill Your Marketing Hourglass

Step 3: Publish Educational Content

Step 4: Create a Total Web Presence

Step 5: Use a Lead Generation Trio

Step 6: Lead Conversion

Step 7: Live by the Calendar

Keeping Score

Focus Areas

Investing in Growth

What Next

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