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Home
About
Our story
Our team
Testimonials
Memberships & associations
Case studies
Services
Outsource marketing
Digital media management
Franchise marketing
Medical services marketing
Our services
Strategic planning
Social media marketing
Tourism marketing
Wine marketing
Resources
Content calendar
Marketing health check
Image guidelines
Digital image optimisation
One page marketing plan template
Social media strategic map
Target market template
News
Blog
Contact
Home
About
Our story
Our team
Testimonials
Memberships & associations
Case studies
Services
Outsource marketing
Digital media management
Franchise marketing
Medical services marketing
Our services
Strategic planning
Social media marketing
Tourism marketing
Wine marketing
Resources
Content calendar
Marketing health check
Image guidelines
Digital image optimisation
One page marketing plan template
Social media strategic map
Target market template
News
Blog
Contact
08 8425 2970
Enquire now
Complete Marketing Health Check
Complete marketing health check
Marketing Health Check
Step
1
of
13
7%
Define your business
What industry are you in?
Do you provide a service, or make / manufacture goods / items?
Service
Goods / items
What is this service?
What are these goods / items?
How long have you been trading?
How many staff do you have?
Briefly describe your business
Have you clearly defined what it is that you are offering to the market?
- Select an option -
Yes
No
Do you have a mission statement?
- Select an option -
Yes
No
Do you have a value proposition?
- Select an option -
Yes
No
Strategic assets
Do you have a marketing plan?
*
- Select an option -
Yes
No
When was it written?
Who was it written by?
How often do you refer to it?
*
- Select an option -
Weekly
Monthly
Quarterly
Biyearly
Yearly
Do you have clearly defined goals and objectives?
- Select an option -
Yes
No
Do these include sales targets and customer communication strategies?
- Select an option -
Sales targets
Customer communication strategies
Both
Neither
How far ahead do you plan your marketing activities?
- Select an option -
Less than one year
One year
Three years
Five years
More than five years
Does your plan include a dedicated marketing budget?
- Select an option -
Yes
No
Have you undertaken a SWOT analysis for your business?
- Select an option -
Yes
No
Customer segmenting
Do you clearly identify your target markets?
- Select an option -
Yes
No
Describe your market segments
Describe your ideal customer’s demographic profile, interests, and typical behaviours
Do you actively think about your customers when designing your:
Products and services
Communications to them - online and traditional
Sales and purchase channels
Marketing collateral
Do you change/tailor these offerings, communications, collateral and sale avenues for each of your customer segments?
- Select an option -
Yes
No
Do you think you understand what motivates your customers?
- Select an option -
Yes
No
Do you think you meet your customers' needs?
- Select an option -
Yes
No
Do you think that you are not reaching the right consumers for your product/service with your current marketing efforts or that your messages are being missed?
- Select an option -
Yes
No
Do you think that you could be better at listening/communicating and then responding to your customer segments?
- Select an option -
Yes
No
Does your business execute a clear way of talking to your customers in a way in which they hear and respond?
- Select an option -
Yes
No
Do you undertake any customer research?
- Select an option -
Yes
No
Do you actively ask your customers for feedback on your business and provide an avenue for them to do this?
- Select an option -
Yes
No
Do you take notice of customer buying patterns or customer responses to promotions?
- Select an option -
Yes
No
Do you have an avenue through which customers can provide suggestions?
- Select an option -
Yes
No
How do you communicate with your customers?
Email direct marketing - eNewsletter
Social Media Marketing
Traditional marketing platforms (i.e. Print media, TV, Radio)
Shopfront – physical presence
Website
Digital advertising
Other
Please specify your other means of customer communication.
Is this communication tailored for each customer segment or is it a one fits all approach?
- Select an option -
Tailored for each customer segment
One fits all approach
Are you responsive to changes in their habits and demands?
- Select an option -
Yes
No
Do you change your product or service, or the way you communicate with them, on a regular basis to meet their changing needs?
- Select an option -
Yes
No
Do you change how you talk to each segment based on positive or negative responses?
- Select an option -
Yes
No
Pricing
Do you have a clear pricing structure for your products/services?
- Select an option -
Yes
No
Do you have different price points for your products tailored to each customer segment?
- Select an option -
Yes
No
Do you review your product/services pricing?
- Select an option -
Yes
No
How often do you conduct this review?
Do you compete on pricing?
- Select an option -
Yes
No
With whom do you compete?
Is your marketplace a price competitive environment?
- Select an option -
Yes
No
Is your competitive position determined by price?
- Select an option -
Yes
No
Have you done any research into your pricing and its position in your marketplace?
- Select an option -
Yes
No
Does your research include:
How your customers think your product is priced in the market?
How your product is priced compared to your competitors?
Do your customers in each customer segment behave the same in terms of price sensitivity?
Sales channels
Through which of the following channels do you sell your product or service?
Wholesale
Physical shopfront space
Website
Telemarketing sales
Pyramid marketing
Social media platforms
Is your website your most profitable avenue?
- Select an option -
Yes
No
Do you wish to concentrate on building up your website sales channel?
- Select an option -
Yes
No
How do your currently promote to your website as a sales avenue?
Does your pricing in each channel change or stay consistent for the end consumer?
- Select an option -
Change in each channel
Consistent across channels
Are you able to control pricing in each channel?
- Select an option -
Yes
No
Are you looking to expand your sales channels?
- Select an option -
Yes
No
Do you trade internationally?
- Select an option -
Yes
No
Resources
Which of the following marketing resources does your company own and/or manage?
Website
Shopfront (rented or owned)
Brochure(s)
Publications
Business cards
Style guide
Signage
Stationary (folders, letterheads, pens)
Promotional items (giveaways, product samples)
Branded vehicles
Trade stand
Image assets
Direct mail
Email newsletters
Other
Please detail what type of signage you use.
Please detail your use of other marketing resources.
Does your company regularly review and update these resources?
- Select an option -
Yes
No
Are these resources integrated into your marketing activity on a regular basis?
- Select an option -
Yes
No
Which resources are the most effective/successful?
Website
Shopfront (rented or owned)
Brochure(s)
Publications
Business cards
Style guide
Signage
Stationary (folders, letterheads, pens)
Promotional items (giveaways, product samples)
Branded vehicles
Trade stand
Image assets
Direct mail
Email newsletters
Are these resources used in a coordinated approach with the same branding, look and feel?
- Select an option -
Yes
No
Are there any assets that your industry/competitors use that you do not have?
- Select an option -
Yes
No
Please list the assets that your industry/competitors use that you do not have.
Promotion activities
Does your business undertake any of the following promotional activities?
Email newsletters
Mailouts
Social media activities
Telemarketing
Trade shows
Customer loyalty programs
Website promotional activities
Television, radio, or newspaper advertising
Giveaways or competitions
Celebrities or other brand ambassador activities
Which activity generates the best sales reaction?
Which activity generates the best engagement reaction?
Which activity generates customers to visit your website?
Which activity generates the best other reaction?
Do you do multiple versions or tailor any of the above to suit different customer segments?
- Select an option -
Yes
No
Do you allocate a budget for the above activities?
- Select an option -
Yes
No
Are your promotions successful in finding the right customers with the right message, or are they missing the mark and a poor investment?
- Select an option -
Existing promotions are successful
Existing promotions are unsuccessful
Media, blogs, and press
Does your business have what you would deem to be news worthy events within your yearly cycle?
- Select an option -
Yes
No
Examples include: new or updated product ranges or special releases, celebrities using your products or services, research or data findings, changes to legislation or regulations that are relevant to your business.
Does your business write media releases when something news worthy takes place, or do you contract a PR consultant to undertake this task on your behalf?
- Select an option -
Internally-written media releases
Contract a PR consultant
Neither
Does your business have an active and recently updated media list?
- Select an option -
Yes
No
Does your business use media services like Meltwater, Media Monitors or others?
- Select an option -
Yes
No
Does your business have contacts within the relevant media channels for your product/service?
- Select an option -
Yes
No
Do you regularly talk to these people/contacts?
- Select an option -
Yes
No
Does your business write blog content to promote your product/service?
- Select an option -
Yes
No
How often do you write blog content?
Where do you post the blog content?
Does your business make any attempt to promote itself through the media?
- Select an option -
Yes
No
What is your assessment of the return generated from these promotional activities?
Do you try to measure the success of these activities?
- Select an option -
Yes
No
Digital platforms
Does your business have a website?
- Select an option -
Yes
No
Is your website an active sales platform?
- Select an option -
Yes
No
Do you regularly review the content of your website?
- Select an option -
Yes
No
How often do you review the content of your website?
Do you regularly add content to your website?
- Select an option -
Yes
No
How often do you add content to your website?
What content do you typically add to your website?
Do you use Google Analytics to asses traffic to your website?
- Select an option -
Yes
No
How do you drive traffic to your website?
Do you think this activity generates business/sales?
- Select an option -
Yes
No
Do you collect emails on your website using an email collection device?
- Select an option -
Yes
No
Is your website management in house or outsourced?
- Select an option -
In house
Outsourced
Do you have an SEO strategy?
- Select an option -
Yes
No
Do you undertake any activities to consistently improve your SEO?
- Select an option -
Yes
No
What are these activities?
Do you complete these activities in house or outsource it?
- Select an option -
In house
Outsource
How much do you budget for these activities per month?
Social media platforms
How much time do you spend on social media for your business per week?
Do you have a social media strategy that you follow, which maps out the platforms you use, and what your measured aims are?
*
- Select an option -
Yes
No
Do you enjoy social media for your business and feel that it is an important part of your marketing strategy?
- Select an option -
Yes
No
Do you manage your social media platforms in house or outsource it?
- Select an option -
In house
Outsource
Do you think it provides good return on investment for time and money spent?
- Select an option -
Yes
No
Do you understand that you do not own any content or followers on these platforms in your own accounts?
- Select an option -
Yes
No
Which social media platforms do you have an account for?
Facebook
Instagram
LinkedIn
Twitter
Google AdWords
Snapchat
YouTube
Facebook
How often do you post to Facebook?
- Select an option -
Once a month
Once a week
Two to three times a week
Four to six times a week
Seven or more times a week
Do you actively try to grow engagement through competitions or other organic means?
- Select an option -
Yes
No
Do you sell through Facebook?
- Select an option -
Yes
No
Does your business undertake paid advertising on Facebook?
- Select an option -
Yes
No
Instagram
How often do you post to Instagram?
- Select an option -
Once a month
Once a week
Two to three times a week
Four to six times a week
Seven or more times a week
Do you actively try to grow engagement through competitions or other organic means?
- Select an option -
Yes
No
Do you sell through Instagram?
- Select an option -
Yes
No
Does your business undertake paid advertising on Instagram?
- Select an option -
Yes
No
LinkedIn
How often do you post to LinkedIn?
- Select an option -
Once a month
Once a week
Two to three times a week
Four to six times a week
Seven or more times a week
Do you actively try to grow your contacts on this platform?
- Select an option -
Yes
No
Do you sell through LinkedIn?
- Select an option -
Yes
No
Does your business undertake paid advertising on LinkedIn?
- Select an option -
Yes
No
Twitter
How often do you tweet on Twitter?
- Select an option -
Once a month
Once a week
Two to three times a week
Four to six times a week
Seven or more times a week
Do you actively try to grow engagement through competitions, retweeting content or other organic means?
- Select an option -
Yes
No
Do you sell through Twitter?
- Select an option -
Yes
No
Does your business undertake paid advertising on Twitter?
- Select an option -
Yes
No
Google AdWords
How often do you engage in activity on Google AdWords?
- Select an option -
Once a month
Once a week
Two to three times a week
Four to six times a week
Seven or more times a week
Does your business undertake paid advertising on Google AdWords?
- Select an option -
Yes
No
Snapchat
How often do you post on Snapchat?
- Select an option -
Once a month
Once a week
Two to three times a week
Four to six times a week
Seven or more times a week
Do you actively try to grow engagement through competitions or other organic means?
- Select an option -
Yes
No
Do you sell through Snapchat?
- Select an option -
Yes
No
Does your business undertake paid advertising on Snapchat?
- Select an option -
Yes
No
YouTube
How often do you upload content on YouTube?
- Select an option -
Once a month
Once a week
Two to three times a week
Four to six times a week
Seven or more times a week
Do you sell through this platform?
- Select an option -
Yes
No
Does your business undertake paid advertising on YouTube?
- Select an option -
Yes
No
Social media platforms (continued)
Which social media platform is the most useful and successful for your business, and for what reasons?
Do you use multiple social media platforms for your business in a coordinated and planned strategy, or is your approach unplanned and ad hoc?
- Select an option -
Coordinated and planned strategy
Unplanned and ad hoc
Do you use Hootsuite, or a similar platform, to schedule posts and plan your social media content into the future?
- Select an option -
Yes
No
Do you find the constant changing nature and rules of Social Media platforms hard to manage, intimidating and frustrating?
- Select an option -
Yes
No
Do you feel like your social media efforts are lost in a sea of other content and not reaching those you wish to target?
- Select an option -
Yes
No
Do you undertake any analysis on what posts work best and generate the best response on your platforms?
- Select an option -
Yes
No
Do you use Facebook Business Manager to undertake paid advertising?
- Select an option -
Yes
No
Do you build ‘like’ audiences and market paid advertising campaigns to them?
- Select an option -
Yes
No
How many dollars per month typically do you invest in this activity?
Do you think this provides a good return on investment?
- Select an option -
Yes
No
Do you engage in social media remarketing?
- Select an option -
Yes
No
How many dollars per month typically do you invest in this activity?
Do you think it generates a good return on investment, and why so?
Database management
Do you have an active database in your business?
- Select an option -
Yes
No
How often do your use your database to contact your customers?
- Select an option -
Daily
Weekly
Monthly
Quarterly
Which of the following activities do you engage in to contact and stay in touch with your customers?
Direct customer emails
eNewsletters
Direct mail
Facebook remarketing
Telemarketing
House sales calls
How good is the quality of content in your database?
- Select an option -
Poor
Average
Good
Very good
Do you regularly review and update your database?
- Select an option -
Yes
No
Is your database segmented into customer segments?
- Select an option -
Yes
No
Do you actively collect people's/clients'/contacts'/customers' email addresses into your database?
- Select an option -
Yes
No
Where do you collect this contact information?
Website popup widget
Social media remarketing
Physical shopfront
Other
Please specify your other means of collecting contact information.
Do you use a platform like MailChimp to contact customers?
- Select an option -
Yes
No
What platform do you use?
Do you use a CRM system?
- Select an option -
Yes
No
What details from your customer do you collect on their first interaction?
Do you build customer profiles as your relationship with them progresses?
- Select an option -
Yes
No
Which of the following data types do you collect?
Basic details
Demographic details
Credit card details
Sales and purchase history
Likes and preferences
Other
Please specify the other data types you collect.
Contact information
Please provide some contact information so we may offer our assessment of your marketing situation.
First name
*
Surname
*
Business name
*
Phone
*
Email
*
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