1. Have you established company goals and objectives for the next 12 months?

Yes
No

2. How often do you talk with or market to your current clients?

Only when they call
Once a year
Once a quarter
Once a month
Never

3. Do you have a written marketing plan for the next 12 months?

Yes
No

4. Do you have a monthly marketing calendar?

Yes
No

5. Do you set expectations for any of your current marketing efforts (orders, leads, inquiries)?

Yes
No

6. Do you have a system in place that tracks how new customers heard about your business?

Yes
No

7. Do you have programs that make you different than the competition?

Yes
No

8. Do you know, very specifically, who you currently sell to and who you would like to sell to going forward?

Yes
No

9. Have you developed a budget to execute your marketing programs?

Yes
No

10. Do you have a collection of customer references that you can use in your marketing?

Yes
No

11. Can all of your employees recite what your company’s marketing goals are and why your company is different?

Yes
No

12. Summarize your marketing strategy in 20 words or less.