Marketing Health check form

1
Name* This field is required.
First Name
Last Name
2
Company Name* This field is required.
3
Email* This field is required.
example@example.com
4
Phone Number* This field is required.
Please enter a valid phone number.
5
Do you have a marketing strategy and plan for your business?* This field is required.
We don't have a marketing strategy or plan
We work to an informal marketing and strategy plan, but don't have any documents
We have marketing strategy and plan documents, but don't regularly refer to or keep these up to date
We maintain our marketing strategy and plan documents, and use these to help direct our marketing activities
We follow a formal process to deliver and review our marketing strategy and plan documents, and monitor our progress
6
Do you understand the needs and preferences of your ideal customers?* This field is required.
We don't know much about our customers
We know a bit about our customers, but don't use this information or do formal research
We collect basic information about our customers and gather feedback to help us improve.
We occasionally undertake research to understand our target segments, and apply this in our marketing activities
We regularly do formal research and capture insights to prioritise our target segments, develop value propositions and customise our marketing approach
7
Do you know what makes your business different to your competitors?* This field is required.
We don't know who our competitors are
We are not sure how well we compare to our competitors
We have an idea of how we are better than our competitors, but don't do any formal assessment
We monitor what our competitors do and respond by improving areas like our product range, pricing and promotions
We conduct formal analysis of our competitors and have a clearly defined and well understood customer value proposition
8
Do you have a plan to manage and build your business brand?* This field is required.
We don't really understand or have a business brand
We use a name and logo but tend to apply this inconsistently across our marketing materials and channels
We maintain our brand identity and make sure we use this consistently across our marketing materials and channels
We have drafted a strategy to build our business brand and are working through our implementation plan
We are guided by our formal strategy to build our business brand and live up to our brand promise internally and externally
9
Do you take a strategic approach to pricing your products and services?* This field is required.
We don't really think about our pricing approach
We set our pricing based on the limited information we have available, like our business costs
We amend our pricing on an ad hoc basis, taking into account customers and competitors
We consider the options and select the pricing approach that will be most effective for our business
We have a formal process to ensure that we continuously evaluate, adjust and optimise our pricing approach
10
Do you follow a structured process to deliver your marketing and promotional activities (e.g. advertising, direct marketing, sales promotions, public relations)* This field is required.
We don't do any promotional activities for our business
We only run limited promotional activities on a reactive basis as required
We undertake a series of ad hoc promotional activities that are not part of a formal plan
We deliver a program of promotional activities that are included within our plan with a dedicated budget and owner
We implement and report on our promotional activities and use insights to improve the effectiveness of future programs
11
Do you make the most of your 'owned' and 'earned' media channels? (e.g. owned channels - website, email, retail; earned channels - publicity, news articles, reviews, sharing)* This field is required.
We don't understand owned and earned media channels
We rarely update or use our existing channels to reach customers.
We make sure that we always refresh our channels but there's potential to do this much better.
We focus on owned and earned media channels within our marketing program and continue to make progress
We manage all customer touch points, deliver an integrated approach, and take advantage of proactive media opportunities
12
Do you consistently track and monitor your marketing effectiveness?* This field is required.
We don't currently measure any marketing activities.
We are not sure what or how to measure our marketing activities
We collect the basic available information to help evaluate our marketing activities
We complete post-campaign reporting and use insights to improve our future marketing activities.
We regularly update and review our marketing performance data and calculate return on marketing investment.
13
Do you have access to the marketing knowledge and skills you need?* This field is required.
We are not sure what marketing knowledge or skills we have or require
We lack access to, and have limited understanding of, the essential marketing knowledge and skills we need.
We only have access to the core marketing skills we need, so we can't do all the marketing activities we'd like to
We have internal access to the core marketing resources we need and work with external providers as required
We have the right marketing structure in place, through recruitment and training and/or agreements with external providers.
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