Step 1: Your Ideal Customer Profile

How clearly can you define your business in one sentence?

Very clear and compelling

Somewhat clear but needs refinement

Unclear or inconsistent

Do you have a clearly defined Ideal Customer Profile (ICP)?

Yes, fully documented and used in marketing

Somewhat defined, but not actively used

No, we do not have an ICP

How effective have your marketing efforts been in the past year?

Highly effective - We met all goals

Moderately effective - We achieved some goals

Not effective at all

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Step One Total

Step 1 Results

Your Results are Excellent

Step 1 Results

Your Results are Acceptable But Could Be Better.

Step 1 Results

Your Results Indicate You Need Some Help.

Step 2: Competitive Positioning & Messaging Evaluation

How well do you understand your competitors’ strengths and weaknesses?

In-depth knowledge with competitive strategy

Somewhat aware but not strategically positioned

Limited or no competitive insight

Is your Unique Value Proposition (UVP) clearly communicated across all marketing materials?

Yes, and it consistently drives customer engagement

Somewhat, but needs improvement

No, it is unclear or inconsistent

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Step 2 Total

Step 2 Results

Your Results are Excellent

Step 2 Results

Your Results are Acceptable But Could Be Better.

Step 2 Results

Your Results Indicate You Need Some Help.

Step 3: Lead Generation & Conversion Analysis

What is your primary source of new leads?

Consistent inbound marketing (SEO, PPC, social, etc.)

Referrals and networking, with some inbound marketing

Mostly outbound sales and cold outreach

What percentage of your leads turn into paying customers?

30%+

15-29%

Less than 15%

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Step 3 Total

Step 3 Results

Your Results are Excellent

Step 3 Results

Your Results are Acceptable But Could Be Better.

Step 3 Results

Your Results Indicate You Need Some Help.

Step 4: Marketing Automation & Technology Review

Do you use a CRM or marketing automation system?

Yes, and it’s fully integrated into our marketing

Somewhat, but not fully utilized

No CRM or automation in place

How frequently do you send automated or segmented email campaigns?

Weekly or biweekly

Monthly or occasionally

Rarely or never

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Step 4 Total

Step 4 Results

Your Results are Excellent

Step 4 Results

Your Results are Acceptable But Could Be Better.

Step 4 Results

Your Results Indicate You Need Some Help.

Step 5: Digital Presence & Content Strategy Evaluation

How often do you create and publish content (blog posts, videos, social media updates)?

Weekly or more

Monthly

Rarely or never

Do you track SEO rankings and make data-driven adjustments?

Yes, regularly optimized for search engines

Somewhat, but not consistent

No, we don’t track SEO performance

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Step 5 Total

Step 5 Results

Your Results are Excellent

Step 5 Results

Your Results are Acceptable But Could Be Better.

Step 5 Results

Your Results Indicate You Need Some Help.

Your Results

Total Score

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Step 1: Your Ideal Customer Profile

Step 1 Results

Step 1 Results

Step 1 Results

Step 2: Competitive Positioning & Messaging Evaluation

Step 2 Results

Step 2 Results

Step 2 Results

Step 3: Lead Generation & Conversion Analysis

Step 3 Results

Step 3 Results

Step 3 Results

Step 4: Marketing Automation & Technology Review

Step 4 Results

Step 4 Results

Step 4 Results

Step 5: Digital Presence & Content Strategy Evaluation

Step 5 Results

Step 5 Results

Step 5 Results

Your Results

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