Name

Email Address

What does your organization do? Briefly describe what your organization does - your 30 second elevator pitch if you have one.

Why does your organization exist? Do you have a stated core focus, purpose or mission? What is your “why”?

What is your expected annual revenue this year? What is your expected annual revenue this year? Startup or less than $500,000 $500,000 - $1 million $1-2 million○$2-5 million $5-10 million Greater than $10 million Other

Have you identified specific objectives for 2022? Have you identified specific objectives for 2022? Yes No

Do you have 1-3 year budget projections for your business? Do you have 1-3 year budget projections for your business? Yes No

Are your company marketing objectives and goals stated clearly enough to guide marketing planning and performance measurement? Are your company marketing objectives and goals stated clearly enough to guide marketing planning and performance measurement? Yes No Not sure

Are your marketing objectives appropriate, given your competitive position, resources, and opportunities? Are your marketing objectives appropriate, given your competitive position, resources, and opportunities? Yes No Not sure

Please list your target customer groups

Do you have buyer personas or details on the demographics, psychographics, and journeys of each buyer segment? Do you have buyer personas or details on the demographics, psychographics, and journeys of each buyer segment? Yes No They need to be reviewed

Do you know your customers’ needs and buying processes? Do you know your customers’ needs and buying processes? Yes No They need to be reviewed

Why does a customer buy from you vs. your competition?

How would you describe what is/are your solution(s)?

How well do you know your competitors? How well do you know your competitors? Extremely well Somewhat not well I don't have enough information on my competitors

Do the customers see your prices as being in line with the value of its offer? Do the customers see your prices as being in line with the value of its offer? Yes No Not sure

What is your value proposition?

What are your key differentiators?

Are your sales and marketing efforts in alignment? Are your sales and marketing efforts in alignment? Yes No Not sure

How effective is your marketing at driving sales? How effective is your marketing at driving sales? It's our main source of leads and sales It's somewhat effective Not effective

Who is accountable for sales and marketing results?

Is there a clear and documented hand off of responsibility between sales and marketing during the sales process? Is there a clear and documented hand off of responsibility between sales and marketing during the sales process? Yes No Sometimes

Do any marketing or sales activities seem to have excessive costs? Do any marketing or sales activities seem to have excessive costs? Yes No

Do you have separate planning meetings for marketing? Do you have separate planning meetings for marketing? Yes No Sometimes

How are you measuring marketing and sales metrics and sharing internally?

What marketing metrics do you look at?

How do you determine ROI for your marketing efforts?

Do you have a marketing CRM tool for managing your marketing? Do you have a marketing CRM tool for managing your marketing? Yes No

Is the system or tool producing accurate, sufficient, and timely information about market place developments with respect to customers, prospects, distributors and dealers, competitors, suppliers, and various publics? Is the system or tool producing accurate, sufficient, and timely information about market place developments with respect to customers, prospects, distributors and dealers, competitors, suppliers, and various publics? Yes No Not sure

What would you consider to be the number 1 marketing pain point for your business?