Marketing Review Checklist
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STAGEMETRICMEASURED WITHMEASURED BYOUTCOMENOTES
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AdvertisingAdvertising tactics dialed into target audience?Internal TrackingJohnYesAreas of improvement?
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Traffic to website due to advertising?Google AnalyticsTrue Market1878/moIs this enough? Do we need more?
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Cost for brand exposure per 10,000 people?Google AnalyticsTrue Market$47Could this be cheaper without losing impact?
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Cost for 1,000 visitors to the website through advertising?Google AnalyticsTrue Market$257Could this be cheaper without losing impact?
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What advertising tactics do buyers take note of and remember?Intake QuestionnaireJoanne
Dislay ads
Trade shows
Areas which aren't having an impact?
Areas we should double down on?
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Online PresenceHow many people see our online presence?Google AnalyticsTrue Market575/moIs this enough? Do we need more?
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What percentage make it to the contact page? (Conversion rate)
*Remember, this is just a lead indicator - not your number of leads
Google AnalyticsTrue Market12%Areas to improve website design, content or user flow?
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Are our leads relevant to our services and understand what we do?Internal TrackingJohnYesAreas to improve website copy, or online information?
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Customer ExperienceHow many leads actually turn into sales?Internal TrackingJohn37%Areas to improve our close rate?
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Customers over the last 6 monthsInternal TrackingJohn379
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Referrals over the last 6 monthsInternal TrackingJohn22
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= How many customers does it take to gain each referral?Internal TrackingJohn17 Cust.Areas to improve referrals?
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Number of contracts/orders over the last 6 months?Internal TrackingJohn567
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= On average, how many times does a customer purchase from us?Internal TrackingJohn1.5Areas to improve customer experience, upselling or ongoing care?
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Quarterly ReviewWhat areas are holding us back from getting better results?
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Are any new opportunities present?
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Are there any key changes to our business that need to be considered?
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Any seasonal shifts, upcoming dates to plan for or one-time campaigns to create?
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