Marketing and Advertising Assessment Checklist

Name(Required)

First Last

Company(Required)

Email(Required)

Phone(Required)

PLEASE CHECK ALL THAT APPLY

Branding

I have the following for my business:(Required)

Logo

Tag line

Mission Statement

Vision Statement

Elevator speech

Key differentiators

None of the above

I have these company branded materials:(Required)

Business Cards

Letterhead

Exterior Signage

Brochure(s)

General Firm

Specific Practice Area Flyers

Folders/Binders

Custom branded booklets and/or informative guides

None of the above

I have the following branding within my office:(Required)

Custom on-hold message

Waiting room video showcasing your team

Magazines/Newspapers that you or a team member published

Community support plaques/recognition

None of the above

I have the following:(Required)

A team member dedicated to be the internal lead for marketing

I work with an advertising/marketing firm for all my marketing efforts

Proper reporting and tracking in place to measure my advertising and marketing efforts and reviewed weekly

A marketing plan for the year that includes marketing and advertising efforts

None of the above

Community Involvement—How well you support your community and are you intentional with the decisions you make

Community Involvement(Required)

I sit on a local non-profit board and/or have a certain cause I support each year

My firm and I are actively involved with the community

My firm has an actual community involvement sponsorship budget

The donation is intentional and could result in a qualified lead

My team and I embrace our community involvement and share it with our following on social media and clients

None of the above

Strategic Planning

I have a plan in place for my marketing and advertising and it is:(Required)

Nothing, I don’t know where to start

I know my business trends and rely on what comes through the door and my relationships.

I don’t have an actual plan, but I plan it out as the year progresses along and I have the budget

I have an annual strategic marketing plan

My Annual Strategic Marketing Plan Does the Following:

Outlines the workshops/seminars/events I will be doing and topic of discussion(Required)

Weekly

Bi-weekly

Monthly

None of the above

Special workshops/seminars(Required)

Yes

No

Bootcamps(Required)

Professional

Social Worker

Other

None of the above

Community Presentations(Required)

Yes

No

Private Presentations(Required)

Yes

No

Other(Required)

Yes

No

Outlines all of my marketing tactics to build my brand awareness(Required)

Relationship Building

Community Involvement

Blog Writing

In-Office Branding

Email Marketing

Database Nurture Campaigns

Social Post Schedule

Monthly Themes (when applicable)

Special Workshops/Bootcamps

Outlines all of my advertising tactics to generate leads(Required)

Television

Radio

Newspaper

Direct Mail

Billboard

Digital Advertising

Includes a monthly budget that where I can(Required)

Tracks leads

Configure my ROI

Produce monthly tracking reports

Digital Marketing & Advertising Efforts

I do the following for digital marketing and/or advertising:(Required)

Nothing, I rely on whatever SEO my website generates organically

The free stuff … Google Business page and directories

I place ads on my local media websites

Google Ad (Advertising)

Display Advertising

Re-Targeting (Advertising)

Facebook Advertising

Of the digital advertising I do:(Required)

I rely on a 3rd party to do it because I don’t really understand how it works

The campaign focuses on key words

The campaign goal is to generate a conversion on the website where I receive some sort of data about the end user

The data I receive about the end user:(Required)

First and last name

Email address

Other/Etc.

Social Media

I have the following social media:(Required)

Facebook

LinkedIn: Personal

LinkedIn: Firm

Twitter

Instagram

Other

None of the above

I do the following on social media:(Required)

I post whenever I feel like it with no intentions

I have a post schedule in place and add to my posts when something fun, topical or interesting comes up

I use my social media platforms as a tool to promote my workshops/seminars

I use my social media platforms as a tool to educate with blogs and/or articles

I use my social media platforms as a tool to promote the firm team members

I use my social media platforms as a tool to lead Generation tactics

None of the above

I have an active advertising social media campaign where I spend money to generate leads:(Required)

On Facebook

On Facebook and its ties to Instagram

LinkedIn

Other

None of the above

Website

I have a website:(Required)

Yes

No

My website is built in:(Required)

A Content Management System (CMS) and I have access to the backend of the site to make content changes

Custom code and I have no access to the site because I don’t understand coding

I did it myself using Go Daddy, Wix, Google or another DIY platform

Other

My site content is:(Required)

Basic information on my firm including practice areas

An advanced site with over 50 pages of content

I data harvest using:(Required)

Basic contact form

Advanced contact form

Lead Generation magnets with contact forms for instant digital downloads

I data harvest and have a structured drip campaign in tact post download

Lead Generation magnets with contact forms for instant digital downloads:(Required)

Planning Guides

Book downloads

Informative flyers

Etc.

My site has a Blog section and I usually:(Required)

Post occasionally

Post 1 time a month

Post 2-4 times a month

Use custom content

Use “canned” content

My site does not have a Blog section

I have videos integrated into website by a:(Required)

3rd-party vendor

They are custom to me and/or my firm

I do not have video integrated into website

Google Analytics are applied to my site to show site performance:(Required)

The analytics are there, but I don’t pay attention to them

I review my analytics on a monthly basis

I have conversion tactics integrated into my analytics

I do not have Google Analytics applied to my site

Wholesale Marketing

Wholesale Marketing(Required)

I conduct at least 2 (two) 1.5 hour RMS meetings a week

I have at least 5 synergy meetings a month

I have at least 3 relationship new meetings a month

I have at least 1 professional presentation a month

I have at least 1 private workshop a month for clients of one of my referral sources

I generate RMS reports weekly

I copy referral relationships on all correspondence with the client they referred

None of the above

Maintenance Program

Maintenance Program(Required)

I’ve thought about creating a maintenance program but I don’t have the time or it keeps getting postponed by other things

I’ve started the development of a maintenance program but haven’t implemented it

I’ve implemented a maintenance program

I have a complete client database that includes email addresses that I can market a maintenance program to

I’m starting to OR I have enrolled clients into the maintenance program and have made it a part of my design process

None of the above

I have the following:(Required)

Maintenance brochure

Maintenance website

Quarterly maintenance newsletter

Quarterly maintenance events schedule

An annual maintenance meeting scheduled

An annual maintenance family event scheduled

Notes

Name

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