RESULTS Self-Assessment Marketing Checklist

Understand How Effective Your Marketing is - Get this free report

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

First Name *

Last Name *

Phone *

Email *

Organisation

Do you have a written marketing plan? *

Yes, but it needs improvement

Yes, it is OK

Yes, it is outstanding

How long have you been in business?

Less than a year

One to three years

Four to ten years

Over ten years

What is your Website address?

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

Sometimes, but not consistently

Yes

Yes, we have a system for this

SECTION 2 - CURRENT PERFORMANCE

What is your average monthly profit?

How many leads do you create per month on average?

What percentage of leads do you close on average monthly?

SECTION 3 - YOUR GOALS

What are your top 3 business goals for the next 12 months?

Why are these goals important to you?

What is your revenue goal for the next 12 months?

If you could achieve only one goal, which would it be?

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

We have forms, but low engagement

Yes, we use lead magnets

We follow up on every lead and win lots of sales from our website

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

Never

Occasionally

Yes, 1–2 times a month

Weekly or more

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

We track leads manually, or on spreadsheets

Yes, we use a basic CRM

We use High Level

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

We send emails occasionally (less than one per month)

Yes, we have a monthly newsletter

We send out email campaigns at least weekly

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

No (another day older is another day colder)

Within a few days

Yes, but manually

We normally follow up wihin 30 minutes of receiving a lead

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

Occasionally

Yes, via blog or YouTube

Outstanding, you are clearly a key person (or business) of influence

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

No presence or activity

Infrequent posts

Daily posts

I do 5+ post per day on all social media

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

No banners, or very basic

Profile exists, but not updated

Optimised headline and about section

Over 20 testimonials from satisfied clients

17. Do you win leads and/or sales on LinkedIn?

None

Occasionally

Yes, £50,000+ pa

Yes, over £100,000+ pa

18. Do you have lots of testimonials on LinkedIn or Google?

None

5 to 20

20 to 50

50 to 200

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

Listed, but not optimised

Yes, basic info and some reviews

Fully optimised

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

We tried in the past

Yes, basic campaigns

Yes, we are all over Google for our search words

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

No, we do a good job and hope people will recommend us

We get the odd referral

Yes, from a few key clients

We have several referral systems in place

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

Rarely

Yes, we attend some events

We get to speak at events on a regular basis

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

We have ideas, but not created anything yet

Yes, we offer one or two

We have a whole variety of tools we use to create leads

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

No tracking

Basic estimates

Yes, tracked monthly

Daily monitering

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

No idea

Gut feeling only

Yes, loosely tracked

Yes, 100%

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

No not into AI at all

Tried once or twice

Yes, we use it sometimes

Yes, we have really bought into AI.

27. Is the use of video- a key part of your marketing?

A few test pieces

Yes, occasionally

Yes, we use video lots and produce weekly videos

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

No automation

Basic email sequences only

Yes, some workflows

Most of our digital marketing is automated

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

We look at sales totals

Yes, we check some metrics

We know exactly how much it costs us to acquire a customer and how much a customer is worth to us throughout their lifetime

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

No team

Freelancers here and there

Yes, basic support

We have a full-time sales and marketing department