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Marketing Basics
Do you have Buyers Personas Created?
Yes
No
Do you have a physical location?
Yes
No
How do you differentiate from the competition? USP?
Product
Service
Distribution
Relationships
Reputation
Pricing
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Next
Website
Do you have a Website?
Yes
No
Do you have a blog?
Yes
No
Is your site Mobile Friendly?
Yes
No
Do you have a Lead Generation Funnel Setup?
Yes
No
Are you using forms to capture leads?
Yes
No
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Next
SEO
Have you started SEO yet?
Yes
No
Is your Technical / Foundational SEO set up correctly?
Yes
No
Do you have your On-Page SEO optimized?
Yes
No
Do you have a Keyword list that you are using to create content?
Yes
No
Have you built links naturally or manually for your off-page SEO?
Yes
No
Do you have a GMB (Google My Business) set up?
Yes
No
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Next
Social Media
Do you have a social media presence?
Yes
No
Which social media are you using?
Facebook
Instagram
Twitter
Youtube
Pinterest
TikTok
Reddit
Snapchat
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Email Marketing
What Email Automation Tools Are You Using?
Active Campaign
Hubspot
MailChimp
Constant Contact
ConvertKit
Drip
Zoho
Other
What automations have you setup?
Product Interest Tagging
Targeted Content Follow-up
Need help?
Onboarding
Email List Cleanup
Customer Service Follow-up
Interest Based Funnel
Upsell Automation
Cart Abandonment
Interest Tagging
Last Interaction
Lead Magnet Delivery
Evergreen Newsletter
Other
NONE
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Next
CRMs
Are you using a CRM?
Zoho CRM
Hubspot
Freshsales
zendesk sell
Salesforce
other
NONE
Have you integrated your contacts into your CRM?
Yes
No
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Next
ADS
Have you used ads for lead generation? Which ones?
Facebook Ads
Instagram Ads
Google Ads
LinkedIn Ads
Pinterest Ads
Snapchat Ads
Yelp Ads
Physical Ads
other
NONE
Were the Ads A Success? Positive ROAS?
Yes
No
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First Name
Last Name
Email
What's your biggest Business Pain?
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