L7 Marketing Machine Assessment Questionnaire (Marketing Only)

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Your Company Name*

Name*

First Last

Email*

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Business Review

What business is your company in?

Please provide a brief description (120 words or less).

Give a brief description of your top service and/or product categories.

Provide a percentage revenue breakdown by service and/or product category for each of your service and/or product offerings.

What is the most important thing we should know about your company?

What are your plans to enhance your services within the next year? 3 years?

What is your corporate mission or vision statement?

What are the top 3-5 strengths of your company?

What are the weaknesses of your company?

Besides revenue, profits, or growth, what opportunities should your organization pursue or embrace over the next 18 months?

From an overall organizational perspective and not considering marketing, what goals must you achieve for success over the next 18 months?

What are your projected sales revenue over the next 12 months?

What percentage would you like to see your revenue grow over the next 12 months?

Future Trends

What political factors will impact your business over the next 3 years?

What economic factors will impact your business over the next 3 years?

What social factors will impact your business over the next 3 years?

What technological factors will impact your business over the next 3 years?

Please provide your vision for your company in the next 3 years.

How will it look? (size, services, revenue, etc.)

Competitors

List your 3 top competitors.

Competitor #1

Tell us Competitor #1's Name

List competitor #1's strengths.

List competitor #1's weaknesses.

Competitor #2

Tell us Competitor #2's Name

List competitor #2's strengths.

List competitor #2's weaknesses.

Competitor #3

Tell us Competitor #3's Name

List competitor #3's strengths.

List competitor #3's weaknesses.

Marketing & Communications

What are the most critical marketing initiatives your company needs to achieve over the next 6 months? Over the next 24 - 36 months?

If you could create one perception of your company, what would it be? Why?

What differentiates your company from your competitors?

Finish the sentence: New customers/clients/patients would choose us if they understood ________.

How will new customers/clients become aware of you? Please list all applicable marketing or advertising channels and any thoughts on their value.

What is the lifetime value of a customer/client/patient?

The total projected revenue for a single customer during their lifetime

What are the top 3 unique selling points (USPs) of your company?

If you lose a customer/client/patient to a competitor, what are the most common reasons?

What is the most common reason why a customer/client/patient will refer your company to others?

Target Markets

Please describe your primary and secondary Target Demographic (Ideal Customer Profile - ICP).

Primary Target

Gender

Age Range

Annual Income

Job Title(s)

Education

Relationship Status

Psychographics: In as much detail as possible, describe their interests/lifestyle.

Secondary Target

Gender

Age Range

Annual Income

Job Title(s)

Education

Relationship Status

Psychographics: In as much detail as possible, describe their interests/lifestyle.

Tertiary Target

Tells us anything else you feel we should know about your ICP/Target Demographic.

In as much detail as possible, describe the interests/lifestyle of new Clients/Prospects/Patients.

Facebook

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