Marketing Systems Assessment

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Your marketing doesn’t need to be perfect to be working.

Your marketing doesn’t need to be perfect to be working.

This short readiness check helps you understand how your marketing systems are actually functioning—what’s steady, what requires constant effort, and where things may be quietly breaking down.You’ll leave with a clearer sense of where you are and what to focus on next.

11Questions

1
Where does most of your new business come from right now?* This field is required.
Mostly referrals or people finding me on their own
A few things I try, but results are inconsistent
One main channel that brings in leads fairly regularly
Multiple channels that work without much effort
2
If you stopped actively promoting for a few weeks, what would likely happen?* This field is required.
Things would slow down quickly
Some activity would continue, but not reliably
Leads would still come in, with a small dip
Most things would keep running as usual
3
How clear does your marketing feel to you?* This field is required.
It often feels scattered or unclear
I have a general sense of what I’m doing, but it’s fuzzy
I know what matters most and focus there
It feels clear, intentional, and easy to explain
4
How often do you find yourself “holding things together” manually?* This field is required.
Almost all the time
Often
Occasionally
Rarely
5
Where do you keep information about leads and customers?* This field is required.
In a few different places (or mostly in my head)
In one main tool, but it’s not very organized
In one place that’s mostly up to date
In one place that’s clear, organized, and easy to use
6
When you look at your marketing results, how does it feel?* This field is required.
Confusing or overwhelming
I look sometimes, but I’m not sure what it all means
I track a few things that help guide decisions
I feel confident interpreting what I see
7
If something stops working, how easy is it to figure out why?* This field is required.
Very hard
I usually have guesses, but no clear answer
I can usually narrow it down
It’s fairly easy to trace
8
How well do your tools work together right now?* This field is required.
They don’t really connect
Some are connected, but it’s fragile
Most things are connected intentionally
Everything works together smoothly
9
How much mental energy does marketing take from you?* This field is required.
A lot—it’s draining
More than I’d like
A manageable amount
Very little
10
Which statement feels closest to your experience?* This field is required.
Marketing feels chaotic and effort-heavy
Marketing works, but it’s tiring
Marketing feels steady, with a few rough edges
Marketing feels calm and supportive
11
When you think about what to do next with your marketing, how do you feel?* This field is required.
Unsure—I’m not really sure where to focus
I have ideas, but I’m not confident they’re the right ones
I have a general direction and a few clear priorities
I feel clear and confident about my next steps
12
Score Calculation
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