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Marketing Assessment Tool

This tool is designed to help you have a better understanding of your entire growth funnel/strategy, create a useful report for promoting growth and compare against industry standards.

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Fly Wheel | Six & Flow

Why use this tool

One of the key challenges for your business is to understand how your marketing performance stacks up, where your growth should come from, and what type of investments you need to make. This is why we’ve built this free tool to help you understand where to direct that focus.

 

This tool is designed to help you have a better understanding of your entire growth funnel/strategy; create a useful report for promoting growth; compare against industry standards.

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Company as a whole

Please answer all questions before moving onto the next section.

1.

Do you think your company has a well defined delivery strategy that runs consistant throughout your marketing, sales and customer service functions?

2.

If a customer asked a difficult question about your business and its pricing, could every member of your team answer it?

3.

Can your entire team currently access a well documented list of answers to 'frequently asked questions' your customer might ask before buying?

4.

Are all your team comfortable answering questions such as “How much do your services cost?” and “How do you compare to the competition?”

How well does your company focus on customer needs?

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Is your business fully focused on your customer's problems and are your team comfortable answering any difficult questions your customer may pose? In this section, we want to see if your company really has a “customer-first approach.”

Site content and UX

Please answer all questions before moving onto the next section.

1.

Do you have a section on your site clearly explaining who your services are a good fit for?

2.

Is the content on your site informative and easy to find?

3.

When it comes to trying new things on our website, our company is:

How user friendly is your website?

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Ensuring the information on your site is informative and easy to navigate is key to an enjoyable customer experience. In this section, we want to find out if your site really is customer-friendly and if you're continually testing new things.

Content and social

Please answer all questions before moving onto the next section.

1.

Do you have a content mission statement that people within your company can easily recite?

2.

Do you have a set of well-researched and documented buying personas unique to your service?

3.

Roughly, how many pieces of sales and/or marketing content have you posted to your website over the past 12 months? E.g., blog articles, white-papers, case studies, guides, templates, reports, or pricing guides.

4.

We actively use customer feedback and marketing insights learnt from our own paid media and SEO tools to support our content:

5.

Do you have a team member whose sole responsibility is to manage your content marketing?

6.

How likely is it your company will increase investment (time, effort or money) in inbound and/or content marketing within the next 12 months?

7.

How many pages on your website generate more than 100 page views per month from traffic via search engines?

8.

How many channels do you use to post your content?

How effective is your current content strategy

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Informative content is key to engaging customers and delivering value. In this section, we want to see if you have a strong 'customer-first' approach championed by your whole team and if you're posting regular blog and social content that attracts, informs and delights your ideal buyer.

Conversational

Please answer all questions before moving onto the next section.

1.

Do you currently have chatbots on your most important website pages?

2.

Are your chatbots scripted with different messaging depending on the visitor?

3.

How much of your pipeline is attributable to conversational marketing?

4.

Do you regularly review your chatbot scripts and drop off points in conversations?

Are you benefitting from conversational marketing?

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Conversational marketing is a powerful way to reduce user friction, to give your customers a better user experience, and to direct qualified leads to your sales team. In this section, we want to find out if you're already using chat and if it's both appropriate and contextual.

Video Content

Please answer all questions before moving onto the next section.

1.

How many videos has your company posted on your website in the last 12 months?

2.

Do you have specifically scripted videos on your most important website pages?

3.

Do you have at least one video on your website that answers the top five to ten questions potential customers might ask before buying from you?

4.

Do you put videos next to forms on landing and website pages to help visitors feel more secure in their decision to submit their contact information?

5.

Do you have a videographer or someone who is comfortable in several aspects of video production on your team?

Are you using video in your current sales proccess?

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Video is an incredibly powerful tool for customer engagement and should be used in every stage of your customers' buying journey. In this section, we are trying to find out if you're actively using video to maximise growth.

Sales Enablement

Please answer all questions before moving onto the next section.

1.

Are your sales team skilled in social research, video prospecting and using the content and videos published on your website to close deals?

2.

Are your sales reps using video during the sales process? E.g., video chat for meetings, personalised videos in follow-up or prospecting emails and email signatures.

3.

Are your sales reps using admin saving tools such as calendar meeting links, email nurturing sequences or sales templates?

4.

How effective are your sales team at performing sales admin - such as filling in required data forms, logging activity or documenting quotes?

What parts of your sales process could be improved?

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You want your sellers to be selling and not spending valuable talk time performing admin or weeding through unqualified leads. In this section, we want to find out if your sales team are using social, video and other automations effectively in the sales process.

Paid Media

Please answer all questions before moving onto the next section.

1.

Are you using paid media?

2.

Do you have a firm grasp of who your customers are and what channels they use to research before buying?

3.

Do you have full tracking aligned to a wider set of success metrics?

4.

Can you quickly tell key stakeholders what the ROI from your paid activity is?

5.

What channels have you tried previously?

6.

How much of your pipeline is attributable to paid media marketing?

7.

Are you able to attribute conversions back to their traffic source?

Are you certain your paid media campaigns are effective?

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Done well, Paid Media is a huge boost to your sales campaigns and will help grow your business. In this section, we want to find out if your paid activity is effective and if you can communicate this to key stakeholders.

CRM and Tracking Questions

Please answer all questions before moving onto the next section.

1.

How well integrated are your sales and marketing functions at present?

2.

Are you actively and clearly tracking the financial ROI of your digital sales and marketing efforts?

3.

Do you have an integrated and customised CRM that your entire team can comfortably use?

4.

Does your CRM have custom reports for all key stakeholders within the business?

5.

If your “data/CRM champion” were to go on holiday for 2-3 weeks, would everyone on your team be able to navigate the system?

6.

Are your team members able to find and manipulate data independently and present their findings with minimum effort?

Is your CRM and Reporting holding you back?

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A well organised and effective CRM is fundamental to the success of your company. In this section, we want to discover if you're using a well oiled CRM to full effect.

Get your results emailed to you.

Check out your results!

Each section below displays your results and provides a recommendation for what you need to do next alongside downloadable guides.

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Company as a whole

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Site content and UX

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Content and social

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Conversational

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Video Content

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Sales Enablement

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Paid Media

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CRM and Tracking Questions

Let's discuss your results

If you would like to discuss your results with the team and see how you can improve in any of the specified areas please get in touch.

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