RESULTS Mastery Marketing Checklist

Take the next step to growing your business

How effective is your marketing? Rate yourself using our simple-to-use questionnaire and get a report outlining your strengths and weaknesses.

Then, if you are not happy with your results, you then need to consider if improvement is required.

Key

No = Not achieved or failing

OK = Done some work, but needs improving

Yes = Looking great

Outstanding = world-class and creating lots of sales

First Name *

Last Name *

Phone *

Email *

1. Do you have a written business and marketing plan? *

Needs improvement

Yes, it is OK

Outstanding

2. Do you set and track monthly, quarterly, and annual business goals?

Sometimes, but not consistently

Yes

Outstanding

3. Have you defined your niche and super-niche clearly?

Not really

General idea

Yes

Outstanding

4. Do you regularly analyze your competitors and your pricing strategy?

Never

Once a year or less

Yes, we check occasionally

Outstanding

5. Do you measure your KPIs and update them monthly?

No tracking at all

We track some numbers

Yes, we track key performance indicators

Outstanding

6. Is your logo, font, and brand color consistent across all channels?

Mostly, but not everywhere

Yes

Outstanding

7. Does your website load fast, look modern, and reflect your brand?

No, it's outdated

Somewhat

Yes

Outstanding

eDo you have calls-to-action and testimonials on every important page on your website?

No CTAs or testimonials

Some pages do

Most pages have CTAs/testimonials

Outstanding

9. Are you actively capturing leads on your site (forms, downloads)?

We have forms, but low engagement

Yes, we use lead magnets

Outstanding

10. Do you publish new blog content at least once a week?

Never

Occasionally

Yes, 1–2 times a month

Outstanding

11. Are you using a CRM tool to manage leads and follow-ups?

We track manually or on spreadsheets

Yes, we use a basic CRM

Outstanding

12. Do you send helpful email content or newsletters regularly?

We send emails occasionally

Yes, we have a monthly newsletter

Outstanding

13. Are new leads followed up within 24 hours automatically or manually?

Within a few days

Yes, but manually

Outstanding

14. Do you offer free advice (via blogs, videos, webinars, or podcasts)?

Occasionally

Yes, via blog or YouTube

Outstanding

15. Are you consistently active on social media (daily) with helpful posts?

No presence or activity

Infrequent posts

Weekly posts

Outstanding

16. Is your LinkedIn profile optimized with a clear headline and banner?

No profile or very basic

Profile exists, but not updated

Optimized headline and about section

Outstanding

17. Do you post consistently on LinkedIn or any key platform?

Occasionally

Yes, weekly

Outstanding

18. Do you have 10+ testimonials on LinkedIn or Google?

None

Less than 5

Yes, 5–10

Outstanding

19. Is your business listed on Google My Business with images & reviews?

Listed, but not optimized

Yes, basic info and some reviews

Outstanding

20. Are you running any paid Google or remarketing ads?

We tried in the past

Yes, basic campaigns

Outstanding

21. Are you getting regular referrals from at least 10+ sources?

We get the odd referral

Yes, from a few key clients

Outstanding

22. Do you attend or speak at events, webinars, or expos monthly?

Rarely

Yes, we attend some events

Outstanding

23. Do you offer downloadable lead magnets (PDFs, checklists, guides)?

We have ideas, not created yet

Yes, we offer one or two

Outstanding

24. Are you actively tracking your conversion rates (lead → sale)?

No tracking

Basic estimates

Yes, tracked monthly

Outstanding

25. Do you know your top sources of leads (social, search, events, etc.)?

No idea

Gut feeling only

Yes, loosely tracked

Outstanding

26. Are you currently using ChatGPT or AI tools in your marketing?

Tried once or twice

Yes, we use it sometimes

Outstanding

27. Have you created any videos, blogs, or email content with AI?

A few test pieces

Yes, occasionally

Outstanding

28. Do you automate parts of your marketing (emails, follow-ups, lead capture)?

No automation

Basic email sequences only

Yes, some workflows

Outstanding

29. Do you test and measure leads, sales, and customer lifetime value?

We look at sales totals

Yes, we check some metrics

Outstanding

30. Do you have a marketing team (or partners) supporting key areas?

No team

Freelancers here and there

Yes, basic support

Outstanding