KinetIQ Marketing Transformation Assessment

1
What's your company's annual revenue?* This field is required.
Under $1M
$1M - $5M
$5M - 10M
$10M - $25M
$25M - $50M
$50M - $100M
Over $100M
2
What industry and business model best describes your company?* This field is required.
SaaS/Software
EdTech
FinTech
HealthTech
E-commerce
Professional Services
Manufacturing
Other
3
What's your role in marketing decisions?* This field is required.
CEO/Founder
CRO/VP Sales
CMO/VP Marketing
RevOps/Sales Ops
Marketing Ops
Customer Success Leader
Other
4
Lead Response Time
Under 1 hour
1-4 hours
4-24 hours
1-2 days
2+ days
We don't track this
5
Trial/Demo Follow-up
100% get timely, personalized follow-up
75-99% get follow-up
50-75% get follow-up
25-50% get follow-up
Less than 25% get follow-up
No systematic follow-up process
6
Which of these automated campaigns are currently active?
Welcome/Onboarding series
Trial nurture sequence
Abandoned cart/signup recovery
Win-back/Re-engagement
Customer expansion/Upsell
Renewal reminders
Event/Webinar follow-up
Lead nurture by segment
None of these are automated
7
Personalization Level
Dynamic content based on behavior, stage, and preferences
Segmented by industry/role/stage
Basic personalization (name, company)
One-size-fits-all messaging
8
How many hours per week does your team spend on manual data tasks?
Less than 5 hours
5-10 hours
10-20 hours
20-40 hours
40+ hours
9
Can you track a customer from first touch to renewal in one system?
Yes, complete visibility
Mostly, with some gaps
Partially, multiple systems needed
No, data is siloed
We don't track this
10
How well do your marketing, sales, and customer tools work together?
Fully integrated, real-time sync
Mostly integrated, occasional issues
Some integrations, manual workarounds needed
Barely integrated, lots of manual work
Not integrated, complete silos
11
If an AI-powered competitor launched in your space tomorrow with 50% lower prices and instant responses, how would you compete?
Very confident - strong competitive moats
Somewhat prepared
Concerned - serious challenge
This keeps me up at night
Haven't thought about this
12
What's happened in the last 6 months? (Select all that apply)
Lost a major deal to a competitor
Churn rate increased
Customer acquisition cost increased
Sales cycle getting longer
Team complaining about manual work
Board/investors asking about efficiency
New competitor with better tech entered market
Revenue growth slowed or stalled
None of these
13
What changes have you noticed in your competitive landscape over the past 12 months?
Huge
Large
Normal
Small
Ok
Ok
14
What's the ONE thing about your current marketing/sales operations that, if fixed, would have the biggest impact on revenue?
Huge
Large
Normal
Small
Ok
Ok
15
What are your primary marketing, sales, and customer success tools?
Huge
Large
Normal
Small
Ok
Ok
16
What's been your biggest challenge with marketing/sales technology or process changes in the past?
Huge
Large
Normal
Small
Ok
Ok
17
Where should we send your personalized strategy report?Your AI-readiness analysis and competitive positioning insights will be delivered within minutes
First Name
Last Name
Company Name
Email
Phone
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