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Name
First
Last
Email
*
Industry
Real Estate
Mortgage Loan Officer
Restaurant
Non-Profit
Retail
Vacation/Travel
Chiropractors
Dentist
Plumber
Electritian
Restoration
Home Inspection
Ecommerce
Business Coach
Payroll
Payment Processing
Software
Insurance
Beauty and Spa
Vitamin and Supplements
Other
What Is Priority #1 for you and your business right now?
Get more clients/customers
Take my brand to the next level, stand out!
Organize my business, scale and grow!
Learn about our weaknesses
Improve my products or services
Starting a new business or brand
Brand, Design, & Messaging
How well do you understand your target audience?
I have a target audience?
They exist....
I know who they are
I know who they are, and what they want
I could pick a member of my target audience out of a crowd
Question 1
Estimate, how well does your target audience recognize and love your brand.
*
I don't have a brand...
Sometimes people think I'm another brand.
People don't really talk about my brand.
People know my name and my brand.
My brand is easily recognizable and pretty well known.
Question 2
Are you proud of your brand, and the way it makes people feel?
*
I don't have anything to show.
My brand is pretty embarrassing.
I don't think about my brand.
I display my brand when I can.
I'm excited to show off my brand.
Question 3
Branding Total
%%%Branding Total Percent
Website
Does your business have a website?
*
Yes
No
Question 4
Website
How would you describe your website?
It exists but doesn't significantly help grow my business
It represents my brand well, and serves as an additional "digital team member"
It highlights my brand but does not measurably help grow my business
I am generally unhappy with my website
Question 5
Does your website help your business grow?
Check all that apply
My website is connected correctly to my CRM or sales funnel
My online brand WOWs my customers and helps close deals
I have a regularly updated website blog, newsletter or portfolio.
I have implemented a live chat feature to help close new deals
My website is mobile compatible, it looks great on a phone!
I recieve compliments that my website design is memorable and attractive.
My website has features that help streamline my workflow like online payment portals, lead forms, booking calendars etc.
My website has a custom design that highlights my MOST important services or products.
Question 6
What is the primary reason you have not setup a website for your business?
Budget
Time
Not feeling the NEED
Other
Total For Websites
%%%Website Total Percent
How confident are you that your business is being listed and ranked correctly on Google?
Very Confident
Confident
Neutral
Not Confident
I know my business is not on Google
Question 7
How much does your Business use the Google My Business platform?
What's "Google My Business"?
I have an account, but have not logged in for a while
I am proactively using and updating my account
Question 8
How many new customers or clients are discovering your business through Google?
A large, measurable amount
A decent amount, but could be more
I am not sure
Few to none
Question 9
SEO Total
%%%SEO Total Percent
How would you describe your online reputation or review score?
I receive new, positive reviews on a daily or weekly basis.
I receive new reviews from time to time.
I have little to no online reviews.
I am unsure what my online reputation is.
Online Reputation Total
%%%Online Reputation Total Percent
Have you implemented an online advertising campaign for your business?
Yes
No
On a scale of 1 - 5, how successful were your online ads. 5 being a return on investment that exceeded your expectations, 1 being a complete waste of ad spend or budget.
1
2
3
4
5
What is your main hesitation to launching online ads for your business?
Budget
Fear of wasting money
Not knowing how to get started
Not applicable for my business or industry
Other
Advertising/Lead Generation Total
%%%Advertising/Lead Gen Percent
Which of the following best describes your current blog or website content strategy
I do not upload new content to my website
I upload a blog or piece of content to my site once per Month
I upload or edit content regularly
I don't see the benefit
Content/blogging Total
%%%Content blogging Percent
How do you currently feel about your email marketing strategy.
I don't have one
I send a monthly newlsetter to my email list
We have several newsletters or drip campaigns, but I am not seeing any conversions
Email Marketing is one of my best marketing channels
Other
Email Marketing Total
%%%Email Marketing Percent
How confident are you that your sales and follow up process is efficient and automated?
I don't have a sales process
My sales process doesn't work
It works sometimes
It's mostly successful
I'm always closing sales
question 10
Tell us about your current CRM setup.
What's a CRM?
I have a CRM have but am unsure if I am using it effectively
My CRM is productive and mostly automated
I don't feel the need for a CRM
There is probably room to improve my CRM setup, processes or automations.
question 11
Sales/Marketing Automation Total
%%%Sales/Marketing Automation Percent
How confident are you that your current social media strategy is engaging to your followers and helps generate new loyal customers for your business?
Not confident at all
Less confident
Neutral
Confident
Very Confident
question 12
How do you feel about the design and information currently being showcased on your social media channels?
I don't have social media accounts set up for my business.
I am happy with the design and key information on all of my social platforms.
I have accounts, but am unsure if they are setup correctly.
My information is correct, but the design is outdated.
My design WOW's my customers, but need to review my business info.
question 13
Are new customers or clients reaching out to your business through Facebook, LinkedIn or other social media channels?
Yes, I am receiving new messages frequently.
No
I receive inquiries from time to time.
I am not sure.
question 14
Social Media Total
%%%Social Media Percent
Estimate how many hours per day do you spend on emails, appointment setting, meetings or outreach.
0 - 1
1 - 2
3 - 4
4 - 5
5+
question 15
How would you personally rate the efficiency of your team and processes?
It's perfect!
Above average
Nothing special
Pretty bad
Somebody help me...
question 16
Org/admin/calendar/automation total
%%%ORG/ADMIN percent
%%%FINAL GRADE%%%
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