Marketing Audit
Please complete the following to the best of your knowledge. Skip any questions that you're unsure of (or need to discuss further).
Full Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Format: (000) 000-0000.
E-mail
*
example@example.com
Please select how you most often generate business and leads:
Referrals from clients
Social Media
Advertising
Search Engines (Google, etc.)
Please select which marketing channels you currently utilize:
None
Text Messaging
Radio
TV
Email
Print
Video
Social Media
Other
What is your company's mission statement? A mission statement is generally a sentence or two and is used to explain your company's purpose for being. Leave blank if you don't have one.
Do you have a Google Business profile?
Yes
No
Unsure
What is unique about your company (when compared to your competitors)? For example, your branding, messaging, staffing, in-person customer experience, follow-up procedure, etc.
Please list ALL of the services you provide (including any niche or specialty services).
Please describe your ideal customers (for example, age range, demographic, and/or lifestyle), and explain what your company promises to do for them.
How would you like your customers to perceive your company when interacting with your staff or seeing your logo, website, or other marketing materials? For example, professional, proactive, knowledgeable, friendly, etc.
Please upload a file of your logo. Skip if you don't have one.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Please upload a marketing or advertising piece that best reflects your current brand and marketing (jpg, png, eps, PDF, or AI format).Skip this question if you don't have a marketing or advertising piece.
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Where is your logo most often used? (website, office lobby, promotional items, social media, billboards, advertisements, etc). If multiple, please list in order of most to least prominent.
Who are your closest competitors? List competitors that are similar in size (employees and revenue), target-customer demographic, location, etc. List their websites if possible. List their name and website (or social channel) if available.
Assess your competitors and their marketing and advertising materials, websites, social media presence, and customer service. What differences do you notice compared to your current marketing?
If you currently have a website, please list its URL.
If you have a website, describe how satisfied you are with it. List its shortcomings/frustrations as well.
If you have a website, where does the majority of your web traffic come from?
Do you have access to your websites traffic analytics (Google Analytics, etc.)?
Yes
No
Unsure
Please select which marketing channels you currently utilize
None
Text Messaging
Radio
TV
Email Marketing
Print Advertising
Social Media
Video
Other
If you utilize social media, please list your handles and their platform:
If you utilize social media, are you satisfied with its performance?
Very much
Neutral
Somewhat
Not at all
Do you have a Google Business Profile?
Yes
No
Not sure
If you have a Google Business Profile, what name is it under?
Are you currently working with any in-house or out-of-house designers, videographers, or web developers?
Yes
No
Not sure
If so, please describe the services you're using:
Submit
Should be Empty: