Name
*
First Name
Last Name
Email Address
*
Business or Organisation Name
*
What products or services do you offer?
Where do you sell your products or services?
Do you sell online, through a physical location, through a partner channel or somewhere else?
How many people are there in your business?
The total headcount for your business, including owners and employees.
1
2-10
11-25
26-50
51+
What Are Your Main Marketing Objectives?
Tick all that apply.
Lead Generation
Customer Communications and Engagement
Supporting the Sales Team/Process
Brand Recognition
Defining New Products and Services
Rate your level of agreement with the following statements
You are proud of your branding and brand elements such as the company logo are used consistently
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
You have identified your target markets and know how to communicate with them effectively
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Your marketing activities are well planned and executed with results being measured
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Your marketing is regular and cohesive across different marketing channels (web, email, social media etc.)
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Your sales support materials (brochures, datasheets, presentation templates, proposal templates etc.) are supporting the sales function
Strongly Disagree
Disagree
Neutral
Agree
Strongly Agree
Do you have an email marketing system?
Yes
No
Do you have a web analytics solution for your website?
Yes
No
Which social media platforms are you active on?
Tick all that apply.
LinkedIn
Facebook
Twitter
Instagram
Google+
YouTube
Other
How do you allocate marketing spend?
We have a set marketing budget
On a case-by-case basis for each activity
We haven't spent money on marketing before
Who delivers your marketing activities?
We have a dedicated marketing manager
One of our team looks after marketing, but it's not their primary role
It's outsourced to a marketing agency
Nobody
Do you have a Marketing Plan?
Yes, we have a full Marketing Plan
Yes, but it's not comprehensive/needs updating
It's a section in the overall Business Plan
No
How many people are involved in the sales function of your business?
These may be dedicated sales people, or consultants who sell as part of their role.
1
2
3-5
6-10
10+
Currently, where do your best leads come from?
"Best" refers to quality, meaning those that convert most often to sales and are of good value.
Referrals from Customer and Partners
Company Website
Email Marketing
Content Posted on 3rd-party Websites
Online or Printed Directories
Mail Campaigns (Mail-outs)
Telemarketing
Online Advertising
On-page Advertising
Public Speaking/Industry Events
Other
If someone was looking for a business like yours on Google, what search terms would they be using?
Use commas to separate search terms, which could be single words or groups of 2 to 4 words).
Who are your main competitors?
Use commas to separate the names of the companies or organisations.
Where is information about your customers and prospects (leads) kept?
Tick all that apply.
CRM System (Customer Relationship Management)
Email Marketing System
Financial System (e.g. MYOB)
Spreadsheets
Outlook Contact Lists
Paper-based Files
Other
Do you track your conversion rates from leads and opportunities to sales?
Yes
No
Is there anything else you would like to tell us about your organisation or its marketing?
Tell us more about how you feel marketing could better support your business and where you feel the gaps are in your current marketing approach.