Marketing Check-up

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Contact Name*
Are you a Business to Business (B2B) or Business to Consumer (B2C) company?*
How much of an investment in marketing do you think it will take over the next 12 months to take your business to the next level? (this total includes advertising, PR, consulting, direct mail, etc)*


Strategy and tactics must go hand in hand in order for a business to achieve a measure of true momentum, but an effective strategy must be in place before any set of tactics make sense.


People today have come to expect to find information about any product, service, company, individual, cause or challenge they face by simply turning to the search engine of their choice.
So, if they’re not finding content that you’ve produced that provides them that information, even if someone referred them directly to you, there’s a pretty good chance you won’t be worthy of their trust.
Check all that apply - We use the following in our educational marketing and promotion . . .*
Check all that apply - We use the following to help build trust . . .*


The web just keeps gaining significance in the world of small business and it’s no longer enough to think about your web site as your web strategy.
Marketing today means building a great deal of your thinking around a total web presence.
Check all that apply - Our web presence includes . . .*


Generally speaking there is no one magic way to generate tons of leads. Granted, for some businesses there are more effective ways, but on the whole long-term effective lead generation comes down to a combination of advertising, public relations and a systematic approach to referrals – the lead generation trio as we like to call them.
Check all of the tactics you currently use to generate leads.


Building business momentum usually comes down to understanding these four variables and going to work on improving them: 1) % of leads converted 2) Average $ amount per customer/transaction 3) Average number of transactions with each customer 4) Cost to generate a customer.
Check all that apply - We track . . .*
Do you have and use a marketing plan?*
Do you have and use a marketing calendar?*
I foresee making changes to our marketing in the next year because (check those that apply)*
This field is for validation purposes and should be left unchanged.