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Marketing Problems & Revenue Goals Questionnaire
Step
1
of
4
25%
Marketing Past
In order to make the most out of your marketing, we need to understand marketing initiatives you have run in the past.
Please list out / explain marketing initiatives that you have participated in in the past that DIDN'T WORK WELL for your business.
These could be initiates that didn't result in a strong ROI, required too much bandwidth, the timing wasn't right, didn't have the right people to execute them, etc Be sure to include the timeframe/ time line (Years initiate was ran and for how long.)
Please list out / explain marketing initiatives that you have participated in in the past that worked WELL for your business.
These are initiatives that you saw significant growth from. Growth can look like improved brand awareness, increased traffic, team synergy/ workload, increased productivity, improved click through rate, conversion etc.
Please list out / explain marketing initiatives that you COULD HAVE WORKED WELL for your business.
These are areas that are inconclusive. They could have worked well if they had the right people executing them, they were done at the right timing, there were enough resources to execute them well, they were done correctly, etc.
Marketing Present
You are likely currently participating in marketing initiatives at this present time. We need to understand what they are so that we can help you make the most out of them.
List out the Marketing Initiatives that you are CURRENTLY doing that are WORKING WELL for your Business:
Be sure to include any ad campaigns, SEO campaigns, marketing research, messaging/ branding etc
List out the Marketing Initiatives that you are CURRENTLY doing that AREN'T WORKING WELL for your Business:
These could be current campaigns that you are running that aren't increasing traffic, improving brand awareness, converting well etc but you are currently in the middle of these campaigns.
Marketing Future
We know that marketing campaigns are most successful when they run a steady race with a long term goals in mind as well.
What does future marketing success look like for you?
Be sure to include all valuable details that go beyond just conversion. IE, customer retention, better work/ life balance, more automated systems, team synergy, expanding into new markets etc
What makes you feel like your marketing plan is successful?
Revenue Goals
We win when you win. In this section, we want to address your revenue goals as it applies to marketing.
Do you plan to spend 10% of your revenue on marketing?
Yes
No
Do you have a target amount / target percentage of growth you would like to achieve from marketing initiatives?
Yes
No
What is your target growth percentage as attributed to marketing?
This is the percentage of growth you would like to see that comes directly from marketing initiatives.
Are you currently calculating your marketing ROI?
Yes
No
How are you calculating your marketing ROI?
Are you currently calculating your customer lifetime value?
Yes
No
How are you calculating your customer lifetime value ?
Are there wins in marketing that you consider "priceless?" Please explain: