EasySOP Marketing Maturity Self-Assessment

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example@example.com
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Do you know what your best customers have in common (Ideal Customer Profile / ICP)?* This field is required.
🔴 No, we take whoever shows up
🟡 We have a rough idea but it’s not written down
🟢 Yes, we’ve defined it clearly and use it to guide who we target
3
When someone calls, emails, or walks in, do you have a clear process for who follows up and how (sales handoff process)?* This field is required.
🔴 No, depends on who’s available
🟡 Sometimes there’s a process, but it’s inconsistent
🟢 Yes, it’s clear and followed every time
4
Do you track how new customers heard about you (marketing source attribution)?* This field is required.
🔴 No, we don’t track this
🟡 We ask sometimes, but don’t record it consistently
🟢 Yes, we always track and record it
5
Do you regularly review how many new opportunities came in and how many turned into paying jobs (pipeline conversion metrics)?* This field is required.
🔴 Rarely or never
🟡 Sometimes, but not consistent
🟢 Yes, reviewed monthly or better
6
Is your website set up to make it easy for people to contact you (call, email, quote request, booking) (conversion path)?* This field is required.
🔴 Hard to use or outdated
🟡 Basic info only, could be better
🟢 Yes, it works well and makes contacting us easy
7
Do you stay in touch with people who don’t buy right away (emails, phone calls, texts) (nurture process)?* This field is required.
🔴 No follow-up once they say no or delay
🟡 Sometimes, but not consistent
🟢 Yes, we have a reliable system to follow up
8
Do you have customer stories, testimonials, or examples you share with prospects (social proof & case studies)?* This field is required.
🔴 None
🟡 A few, but not organized or used regularly
🟢 Yes, ready to use anytime
9
Do you have a set budget and person responsible for marketing (dedicated owner & budget allocation)?* This field is required.
🔴 No budget, no clear owner
🟡 Either budget OR owner, but not both
🟢 Yes, both in place
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Do you get new customers from more than one source (referrals, online, events, partners) (channel mix diversification)?* This field is required.
🔴 Only one source
🟡 Two sources, but one dominates
🟢 Yes, at least three consistent sources
11
Do you run or join events (trade shows, webinars, community gatherings) to get new business (events & demand generation)?
🔴 No
🟡 Occasionally, but not planned
🟢 Yes, it’s part of our regular marketing
12
Do you encourage referrals or have partnerships that bring you business (partner & referral program)?
🔴 No program
🟡 Informal, sometimes
🟢 Yes, structured and ongoing
13
Do you try new ways to reach customers (ads, sponsorships, new platforms) and track results (marketing experiments & ROI measurement)?
🔴 No, we stick to what we know
🟡 We try things, but don’t measure results
🟢 Yes, we test and track results
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Total Score
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Your EasySOP Marketing Maturity Assessment

Evaluation Rubric Scoring

🔴 = 0 points

🟡 = 1 point

🟢 = 2 points

Total possible score: 24 points

Your final score is: {totalScore} / 24

Submit the form to receive a copy of your results by email.

Level 1: Flying by the Seat of Our Pants (0–8 points)

What this feels like:

Work comes from luck, referrals, or repeat customers.

No consistent process for handling new inquiries.

Marketing is random, not planned.

Next Steps:

Identify your top 5 customers and write down what they have in common (your starting customer profile).

Start a simple log (notebook or spreadsheet) to track new calls/emails and where they came from.

Assign one person to own marketing and follow-up — even if part-time.

Level 2: Basics in Place (9–14 points)

What this feels like:

You know roughly who your best customers are.

You sometimes track where business comes from.

Website and follow-up exist, but are patchy.

Marketing is still reactive — waiting for the phone to ring.

Next Steps:

Document your best customer profile and share it with the team.

Improve your website’s calls-to-action (“Call Now,” “Request a Quote,” “Book a Visit”).

Set a monthly meeting to review inquiries and completed jobs.

Level 3: Running a Tight Ship (15–20 points)

What this feels like:

Customer profile is clear and shared.

Inquiries are tracked, and most get followed up.

You have stories/testimonials to share.

You’ve got multiple reliable sources of business.

Marketing has a budget and owner.

Next Steps:

Build a consistent follow-up system for people who don’t buy right away.

Collect and organize customer stories, testimonials, or photos.

Add one more steady source of business (events, partnerships, local ads, etc.).

Level 4: Ready to Scale Without Me Doing Everything (21–24 points)

What this feels like:

You have a process for handling every inquiry.

You know which marketing activities drive the most profitable jobs.

Follow-up is consistent, and not dependent on the owner.

Marketing spend is budgeted, tracked, and measured.

Growth is predictable, not luck-based.

Next Steps:

Create a simple monthly dashboard (inquiries, conversion rates, cost per new customer).

Delegate marketing fully to a responsible person (or hire if needed).

Scale what works — increase investment in proven channels, test new ones, and measure results.
Should be Empty:

Your EasySOP Marketing Maturity Assessment

Evaluation Rubric Scoring

Your final score is: {totalScore} / 24

Submit the form to receive a copy of your results by email.

Level 1: Flying by the Seat of Our Pants (0–8 points)

Level 2: Basics in Place (9–14 points)

Level 3: Running a Tight Ship (15–20 points)

Level 4: Ready to Scale Without Me Doing Everything (21–24 points)