s3.amazonaws.com€¦ · Web viewHow do you measure the effectiveness in terms of ROI on your...

Company: Click here to enter text.Date:Click here to enter text.

Name: Click here to enter text.

Position: Click here to enter text.

Address: Click here to enter text.

Suburb/City: Click here to enter text.

Prov./State:Click here to enter text.

Post Code: Click here to enter text.

Phone: Click here to enter text.Fax: Click here to enter text.

Mobile: Click here to enter text.

E-mail: Click here to enter text.

Website: Click here to enter text.

Eg: MYOB ☐Yes ☐No

If yes, please detail Click here to enter text.

Pre-Sales EnquiriesHow do potential clients contact your business?

Walk in Click for precentage.% Phone Click for percentage.% Internet Click for percentage.%

Other: Click here to enter text.

Do you have systems / scripts / call books for all enquiries? ☐Yes ☐NoClick here to enter text.

How many enquiries do you get per day / week / month? Click here to enter text.

Of the enquiries, how many sales do you convert per day / week / month? Click here to enter text.

Do you track all your conversions? ☐Yes ☐No

Click here to enter text.

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SalesPlease describe your sales process: Click here to enter text.

Do you have a set of standard sales letters / scripts? ☐Yes ☐No


Do you conduct regular sales specific training? ☐Yes☐No


Do you up sell to your clients? ☐Yes ☐No


Do you cross sell to your clients? ☐Yes ☐No


Do you have any strategic alliances? ☐Yes ☐No


Have you ever initiated a joint marketing program? ☐Yes ☐No

Click here to enter text.Have you ever created a loss leader or given away free samples of yourproduct / service? ☐Yes ☐No


What guarantees do you offer your clients? Click here to enter text.

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After SalesHow do you maintain a relationship with your customers after they buy from you?Click here to enter text.

Indicate which customer care initiatives do you have in place for your clients?(These are all action points)

☐Thank you cards ☐Discount cards to premium clients

☐Special offers ☐Newsletters

☐Recognition program ☐Personalized communications

☐Articles of interest ☐Loyalty program

☐Other Click here to enter text.

How do you recognize and reward loyalty? Click here to enter text.

Do you have a system for generating customer referrals? ☐Yes ☐No


Who could refer customers to you for cross-selling opportunities? Click here to enter text.


Do you conduct customer surveys? ☐Yes ☐NoClick here to enter text.

What is the process to respond to customer complaints? Click here to enter text.

How are these recorded? Click here to enter text.


Marketing & Advertising Promotion

Do you have a written marketing plan? ☐Yes ☐NoClick here to enter text.

Describe your core target market Click here to enter text.

How is your product/service offering different to your competitors or what is your USP? Click here to enter text.

What marketing materials do you have to promote your business?

☐Corporate ID Kit ☐Company Profile ☐Company Orientation(Business Cards/Letterhead)

☐Testimonials ☐Advertorials ☐Product/Service Brochures&/or Flyers

☐Website ☐Banners/signs ☐Newsletters

☐Other Click here to enter text.

Do you use non-traditional advertising eg: eMarketing, sponsorships, car signage…?

Please describe Click here to enter text. Yes No

What marketing mediums do you use and how much do you spend?

Direct Mail $ $ Yellow Pages $ $ Website $ $Telemarketing $ $ Newspapers $ $ eMarketing $ $Referral

$ $Loyalty

$ $Customer Care

$ $Programs Programs Initiatives

Radio $ $ TV $ $ Magazines $ $© All content copyright Leader Publishing Worldwide 12

Would you describe these marketing mediums as effective inreaching your core target market? ☐Yes ☐NoHow do you measure the effectiveness in terms of ROI on your marketing spend? Eg: salesRevenue increase, incremental profit margin, client referrals & acquisition, repeat salesClick here to enter text.

How do you measure the effectiveness in terms of ROI on your marketing spend?

Eg: revenue increase, incremental profit margin, client referrals acquisition, repeat salesClick here to enter text.

In what ways would you like to improve your marketing initiatives?

For eg: Build one to one customer relationships, promote targeted offers to your customers, reduce costs associated with design and printingClick here to enter text.

Do you have a website? ☐Yes go to page 14

☐Nogo to next page


Clients without WebsitesHave you thought about creating a website for your business? ☐Yes ☐No


What would you describe as the benefits of having a website? Click here to enter text.

What has prevented you from creating a website before now? Click here to enter text.

Which of the following would you like to see in a website for your business?

☐eNewsletter ☐Database segmentation

☐Personalisation ☐e-Commerce

☐Event management ☐Loyalty Program

☐Frequently asked questions ☐Online Catalogue

☐Self-managed content ☐Private area

☐Traffic analysis ☐Automated refresh of contactinformation

Do your competitors use a website? ☐Yes ☐NoPlease provide website addresses. Click here to enter text.


Clients with WebsitesWhat is the overall objective with your web site? Click here to enter text.

Is your web address on all of your marketing materials? ☐Yes ☐NoClick here to enter text.

Do you segment your customer database by customer profile,product purchase type….? ☐Yes ☐No

Please describe Click here to enter text.

Is the information presented on your website static or dynamic (i.e. easily updateable by you?) Click here to enter text.

When was your website last updated? Click here to enter text.

How does your website compare to your major competitors’ sites? Click here to enter text.

How could you improve your website to make it more effective? Click here to enter text.


Does your website include eCommerce ie. an online store 24/7? ☐Yes ☐No

Would this be of value to you? Click here to enter text.

Do you have an auto-respond feature on your web site forproduct and service information? ☐Yes ☐No


Do you regularly collect testimonials and display them on yourwebsite? ☐Yes ☐No


Are you using any lead generation strategies from your website? ☐Yes ☐No

☐eNewsletters ☐Loyalty Programs

☐eMarketing ☐Internet referral Programs

☐Sponsored links ☐Seminars or other events

If yes, how do you measure the effectiveness of these strategies?Click here to enter text.

Do you analyze your website traffic, in particular, number ofVisits, number of sign-ups, key words used for finding your site? ☐Yes ☐No



Database ManagementHow many clients are on your database?

Total:Click here to enter text. Active: Click here to enter text.% In-Active:Click here to enter text.%Click here to enter text.

How much have you spent to build your database?

Click here to enter text.(annual overhead + annual advertising and marketing) x years in business = total spent

Is your database on your computer? ☐Yes ☐NoDo you use Customer Relationship Management (CRM) softwareto track the relationship/business dealings? ☐Yes ☐No


Are you actively categorizing and profiling members ofyour database? ☐Yes ☐No


How often do you update your database to ensure all details are current? Click here to enter text.

Can your customers update their details via the internet? ☐Yes ☐NoClick here to enter text.

Do you record every enquiry on your database even if it isnot a sale? ☐Yes ☐No



StaffHow many staff do you employ? Click here to enter text.

Describe your company structure and staff positions? Click here to enter text.







Do you have job descriptions for your staff? ☐Yes ☐No

Do you set performance objectives/goals for your staff? ☐Yes ☐No


How do you measure staff performance? Click here to enter text.

How do you manage staff performance? Click here to enter text.

Do you have weekly staff training? If so please explain… ☐Yes ☐NoClick here to enter text.

How do you motivate your staff? Click here to enter text.


Have you ever introduced an incentive program? ☐Yes ☐NoClick here to enter text.

RECRUITMENT

Do you have a structured recruiting process? ☐Yes ☐NoClick here to enter text.

How do you advertise available positions? Do you consider these to be effective?Click here to enter text.

What challenges do you face in recruiting the right staff? Click here to enter text.

How would you want to improve this process? Click here to enter text.

Do you have a standard staff questionnaire to track staffsatisfaction and receive feedback/ideas for businessimprovement? ☐Yes ☐NoClick here to enter text.


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Time ManagementDo you create structured ‘To Do’ lists for yourself? ☐Yes ☐NoClick here to enter text.

Do you create ‘To Do’ lists for your staff? ☐Yes ☐NoClick here to enter text.

Do you prioritise your tasks and do them in order of priority? ☐Yes ☐NoClick here to enter text.

Have you identified the time of day when you are the mostproductive? ☐Yes ☐No

If so, when?

Do you allocate 5-10 minutes first thing in the morning to confirm ☐Yes ☐Noand clarify your daily schedule?

☐Yes ☐NoClick here to enter text.


About YouDo you have written goals? ☐Yes ☐NoClick here to enter text.

Would you call yourself an entrepreneur? ☐Yes ☐NoClick here to enter text.

Have you ever worked with a consultant before? ☐Yes ☐No

What are the 3 most important results you want to get from talking to

us?

1. Click here to enter text.




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Marketing Audit Action Points

Action Point ImportantVery

UrgentImportant

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Action Point Important Very UrgentImportant

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Referrals1. Company: Click here to enter text.


Job Title: Click here to enter text.


Prov. PostSuburb/City: Click here to enter text. State:Click here Code:Click here

Phone: Click here to enter text. Mobile:Click here to enter text.


2. Company: Click here to enter text.







3. Company: Click here to enter text.








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