Reputation Activities
First Name
Phone
Email
Do you have a proactive system for creating positive content about your business and disseminating it on the web?
Yes
No
Do you have a system for monitoring what is being said about your business on the web and social media?
Yes
No
Do you have a reputation-saving approach to responding to customers that have expressed disappointment in your products/services?
Yes
No
Do you have a reliable system of collecting and creating customer testimonials and success stories?
Yes
No
Do you effectively and powerfully use your testimonials in all the marketing, advertising and sales efforts you do?
Yes
Sometimes
No
Do you have respected people in your field, market or industry who will endorse you and your business without hesitation?
Yes
No
How many endorsements do you currently have?
None
Between 1-3
Between 4-9
Over 10
Do you have a continuous system/approach/program actively in place to continually secure more recent and prominent endorsements?
Yes
No
Has your website been effectively optimized for search engine results?
Yes
No
Has your website been kept current with news/awards/changes about your business?
Yes
No
Is your business currently ranking on page 1 of search engine results for competitive keyword phrases?
Yes
No
Do you have complete business listing profiles in the major search engines?
Yes
No
Do you have an active social media presence?
Yes
No
Do you conduct PR/media relationships/radio/newspaper/magazine interviews/event participation in your industry and local community?
Yes
No
Do you hold or run special events such as educational seminars, new product introductions, end of the year promotions, private sales, meet the management events, meet the manufacturer events, client appreciation events, etc.?
Yes
No
Resell Activities
Have you identified complementary cross-sell offers for all of your products and services?
Yes
No
Is your staff trained in identifying and offering up-sell, cross-sell and down-sell opportunities?
Yes
No
Is your staff compensated for up-sell, cross-sell and down-sell sales success?
Yes
No
Are you up-selling all customers at the initial point of purchase?
Yes
No
Are you communicating offers to your existing customers at least once per month?
Yes
No
How many different media are you using to make your offers (SMS, email, direct mail, etc.)?
None
Only 1
Between 2-4
Over 5
Do you have a comprehensive database of your prospects, customers that identifies everything from names, contact numbers, type of buying, what they buy, where they originated from, quantities or past purchases, etc.?
No
Partial
Yes on all issues
Do you have a method to build a continually growing prospect/customer list?
Yes
No
Do you actively use all of the data above to target different categories of prospects/customers in different ways for different products or services?
Yes
No
How many complementary (upsell/cross-sell) products/services do you currently add to your sales proposition?
None
Only 1
Between 2-5
Over 6
Do you currently offer bonuses (either tangible or intangible) as an incentive to purchase your product or your service?
Yes
No
Do you ethically (but effectively) prepare customers from their very first purchasing experience with you to keep coming back to purchase over and over again?
Yes
No
Do you have an active, systematic, ongoing follow-up system for every prospect and first-time customer you acquire?
Yes
No
How often do you follow up with past customers by phone, mail, email or in-person?
Never
Once every 6 months
Once per quarter
More frequently than once per quarter
Do you know what your attrition rate is and why a customer may stop buying from you?
No
Partially
Yes in both cases
Do you have attrition reduction or customer conservation program in place to minimize inactive buyers?
Yes
No
Reach Activities
Do you have a written marketing strategy and tactical implementation plan for reaching new prospects?
Yes
No
Have you identified the sources where all (or at least most) of your business is coming from and how to more prospects there?
Yes
No
Do you know your allowable cost of acquiring a new prospect and/or customers?
Yes
No
Assuming you know your allowable cost of acquiring a new prospect and/or customer, do you invest up to that amount in your marketing efforts to acquire new customers?
Yes
No
Do you know the average lifetime value of your customers?
Yes
No
How many different marketing activities do you have in place to attract prospects/customers/revenue flow?
Less than 3
Between 3-5
Between 6-8
Over 9
How much do you invest in marketing activities each month?
None
Less than $1000
Between $1000-2500
Between $2500-5000
Over $5000
Do you have a direct response-formatted website?
Yes
No
Do you perform effective (meaning success at both attracting and converting) search engine optimization that builds more prospects, customers or business?
Yes
No
Do you have any strategic alliances actively in place right now that are generating you new prospects/customers/revenue flow?
Yes
No
Retargeting Activities
Do you have retargeting code on all of your website properties?
Yes
No
Have you created retargeting audiences from videos published on social media?
Yes
No
Have you created retargeting audiences from your social media profile fans?
Yes
No
Have you created retargeting audiences to align with major steps in your sales process?
Yes
No
Are you currently running retargeting ad campaigns on at least two of the major ad networks?
Yes
No
General
Do you have someone working on the marketing of your business that has training in marketing?
Yes
No
Do you have someone at your business spending at least 50% of their time dedicated to marketing?
Yes
No
Do you have a growth mindset at your business?
Yes
No
Do you have a “sales and marketing culture” at your business?
Yes
No
Do you have a powerful, unique value proposition that you communicate consistently to your market?
Yes
No
Does your marketing make irresistible offers to your prospects or potential customers?
Yes
No
Have you formally surveyed your customers to find out exactly why they buy from you versus the competition?
Yes
No
Does your marketing, sales approaches and advertising activities focus on benefits or features?
Features
Benefits
How do you feel after completing this questionnaire?
The same or hopeless
Excited and I know I need help - can you please help me?