Marketing Diagnostic What is your current monthly income?
Nothing, I'm just getting started
$1,500 to $3,000
Between $3,000and $6,000
Between $6,000 and $10,000
Between $10,000 and $15,000
Between $15,000 and $30,000
Between $30,000 and $60,000
Between $60,000 and $120,000
Between $120,000 and $250,000
Between $250,000 and $400,000
Between $400,000 and $1 million
Between $1 million and $5 million
Over $5 million
What is your current monthly marketing budget?
Nothing, I'm just getting started
$1,500 to $3,000
Between $3,000and $6,000
Between $6,000 and $10,000
Between $10,000 and $15,000
Between $15,000 and $30,000
Between $30,000 and $60,000
Between $60,000 and $120,000
Between $120,000 and $250,000
Between $250,000 and $400,000
Between $400,000 and $1 million
Between $1 million and $5 million
Over $5 million
List the key members of the leadership team and their roles.
Who needs to be at initial meeting and/or on calls; business partner(s), spouse, other?
Is your business a Local or National Business?
Does your business have LOCAL customers? (Where do you offer products and/or services?)
Why did you choose the business that you're in?
Describe your dream business, including monthly and yearly revenue.
What are your core business principles? This means your personal ethics, business policies, and the values that are important to you in moving your business forward.
How does your business beat your competition in solving your customers' problems?
What is the one most important thing that’s missing from or lacking in your business that you need to change, fix right now or get rid of?
What Business goals must you absolutely achieve in the next one, two, and three years?
What single change in your business would make you more productive?
Is there anything, any people, or any processes in your business that you feel are keeping you from being or feeling like yourself?
Do you have a marketing plan in place for your business (schedule of promotions, offers, projects, etc.)?
Do you have or need an Accountability Partner; someone who helps you stay on task with marketing, advertising or sales goals? Please explain.
If you were to give someone a task, would you allow them to go do it and leave them alone to complete the task or would you stand over them, watching them do it, or would you tell them how to do it?
What is your biggest business fear?
Do you tend to be trusting or suspicious of professional advice?
Are you a person who prefers to do things yourself, your way, or are you a person who prefers to get help or delegate?
How do you feel about releasing control or letting the marketing person be in charge of marketing?
What kind of tracking systems are you using? Please describe.
Which marketing channels are you using now?
Do you have a business plan?
Some local businesses use email platforms to communicate with their customers and prospects - to send emails, newsletters, and more. Do you use any of the following tools in your business?
Google My Business (now known as Google Business Profile) is an important tool for local businesses to reach more people in their community. When it comes to managing your Google Business Profile, which of the following statements do you agree with most?
Automated funnels – automated email or landing page sequences to build email lists, drive more customer sales or other advertising tasks - can be valuable marketing tools for local businesses. When it comes to automated funnels, which of the following statements do you agree with most?
What tools are you using or plan to use in your automated funnels?
Reviews on third-party platforms like Google, Facebook, Yelp and others are important for local marketing success. Many local businesses have an active review strategy to generate reviews regularly, respond to reviews and then use those reviews in marketing. When it comes to reviews for your local business, what statement do you agree with most?
Paid advertising is a strategy used by many local businesses to increase their overall marketing success. Paid advertising can occur on many platforms both online and offline. When it comes to paid advertising in your local business, what statement do you agree with most?
Where are you spending or planning to spend your paid advertising dollars? (Check all that apply.)
What channels provided the best paid traffic results for your business so far in 2021?
Referrals are important sources of new customers for local businesses. An active local business referral strategy can include regular communications with customers about the importance of referrals or a formal referral program. When it comes to referrals in your business, what statement do you agree with most?
What tools are you using or do you plan to use in your referral strategy or program?
Tracking the right metrics in your local business is important for making decisions and overall marketing performance. Which of the following statements about business metrics do you agree with most?
How important do you believe learning/education is (for you and/or your team) in order to grow and evolve your business?
What do you want to learn more about?
Local marketers are constantly learning new skills. When you need to learn how do to do something new or gather information when it comes to marketing, what resources do you use? (check all that apply)
Online marketing changes frequently. What sources do you use to stay current on what's new with online marketing and social media?
Have you ever purchased an online course or membership before?
What do you think your biggest marketing opportunity will be in 2022?
What do you think your biggest marketing challenge will be in 2022?
Do you have a Policies and Procedures manual?
Do you plan your daily/weekly/monthly goals and stick to them?
Describe your hiring process.
Describe your training process, both initial and ongoing training.
What ongoing training are you doing for yourself?
Describe your evaluation process for employees and suppliers.
Do you put off making decisions or dealing with issues like problem employees? Please explain.
How are you managing your cash flow, taxation, and business credit?
How do you reduce no-shows? Please explain.
What do you do with prospects that you don't sell? Do you give up on them, or do you keep following up with them until you sell them?
Are you currently using a scheduling calendar and/or booking system?
Are you generating monthly profits but still having feast-and-famine or roller coaster months in other areas of your business?
Do you want to leverage and scale your business quickly with more employees, automation and/or more passive or residual income?
What monthly revenue goal do you want to reach within the next 3 months?
I don't know
I'd be happy to sign my first client, customer, or patient
A consistent $3,000
A consistent $6,000
A consistent $10,000
A consistent $15,000
A consistent $30,000
A consistent $60,000
A consistent $120,000
A consistent $250,000
A consistent $400,000
A consistent $1 million
A consistent $1 million plus
Between $1 million and $5 million
Over $5 million
We are doing pretty well financially, but there's room for improvement.
Is there anything else you'd like to add that may help us help you?
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