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Health Check Clone Form
First Name
Last Name
QUESTION 1 / MARKETING STRATEGY: Do you have a written marketing strategy detailing the integration of your online and offline marketing activities?
Yes
No
QUESTION 2 / GROWTH OPTIMIZATION: Does your firm's marketing strategy include revenue maximization and provide guidance on offering upsells (selling more to the customer) and subscriptions (selling to them more often)?
Yes
No
QUESTION 3 / B2B OR B2C: Does your marketing process consider the emotional triggers of the buying decision and does it speak to the human being making the decision?
Yes
No
QUESTION 4 / CUSTOMER ACQUISITION: Do you detail the individual tactics to use for awareness, engagement and subscription in your marketing process?
Yes
No
QUESTION 5 / MAKING THE SALE: Does your marketing plan integrate conversion tactics, excitement techniques and revenue maximization?
Yes
No
QUESTION 6 / REFERRALS: Do your marketing activities include automated review harvesting and actively soliciting referrals?
Yes
No
QUESTION 7 / METRICS: Do you detail the individual tactics to use for awareness, engagement and subscription in your marketing process?
Yes
No
QUESTION 8 / IMPLEMENTATION: Has your firm allocated sufficient resources - budget, competent personnel trained in marketing and the technology to effectively implement your marketing system?
Yes
No
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