Marketing Performance Assessment
Find out where your marketing may be losing opportunity. Use this practical self-check to assess visibility, measurement, paid media, website conversion and lead follow-up before investing in another tactic.
Self-check: free. A detailed consulting audit is scoped separately.
Score Your Current Marketing System
For each statement, assign 0 if you cannot verify it, 1 if it is partially true, or 2 if it is consistently true and supported by evidence. Total the points out of 30. This is a diagnostic conversation starter, not a formal audit or standardized benchmark.
1. Measurement & Reporting
- Our most important leads and conversions are tracked accurately.
- We can connect marketing sources to qualified inquiries or opportunities.
- Leadership has clear, consistent reporting that guides decisions.
Section maximum: 6 points
2. SEO & Discoverability
- Each key service has a useful, discoverable page with a clear purpose.
- We monitor Search Console and understand our most relevant searches.
- Our local business information and expertise are accurate and consistent.
Section maximum: 6 points
3. Paid Media
- Ad conversions represent valuable inquiries, not just clicks or visits.
- We regularly exclude irrelevant traffic and evaluate search intent.
- We know the cost and approximate quality of leads from paid campaigns.
Section maximum: 6 points
4. Website Conversion
- Visitors quickly understand our offer and the next step.
- Our important pages and forms work well on mobile.
- We test form submissions and can verify every handoff.
Section maximum: 6 points
5. CRM & Follow-Up
- Every new lead reaches a responsible person or team reliably.
- We can see what happens after someone submits a form or calls.
- Manual follow-up and automation have clear owners and exceptions.
Section maximum: 6 points
How to Interpret Your Score
0–10: Start With Measurement
Many fundamentals are unverified. Prioritize a basic tracking, conversion and CRM health check before increasing spend.
11–20: Fix the Gaps
Some systems work, but weak handoffs and inconsistent data may prevent confident decisions. Target the lowest-scoring sections.
21–30: Optimize Deliberately
Your self-assessment suggests a stronger foundation. Validate the evidence, then prioritize experiments and higher-return improvements.
Important: The bands above are illustrative prioritization guidance, not statistically validated diagnostic thresholds. A high score doesn’t prove performance, and a low score isn’t a substitute for investigation.
What a Professional Assessment Can Include
A scoped expert review can examine GA4 and Tag Manager setup, ad conversion quality, Search Console, important service pages, local search signals, site usability, forms, lead routing, CRM data and workflow gaps. You receive prioritized recommendations based on the systems you actually use—not a generic checklist.
Depending on what the first conversation reveals, this might lead to a focused tracking audit, SEO review, Google Ads assessment, conversion and CRM project, or AI opportunity assessment.
Get an Expert Review of Your Lowest-Scoring Area
Tell me your score (or just the categories you’re uncertain about), the software you use, and the business outcome you’re trying to improve. I’ll respond with a sensible next step and can scope a paid audit where appropriate.