L7 Marketing Machine Assessment

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Your Company Name*

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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 are the goals you must achieve for success over the next 12 months?

What are your projected sales revenue for next year?

What percentage would you like to see your revenue grow in 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 within your primary target market, what would it be? Why?

What differentiates your company from your competitors?

Finish this sentence. New customers and/or clients would choose us if they understood that ___________.

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?

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 to a competitor, what are the most common reasons?

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

Target Markets

Please describe your primary, secondary and tertiary target markets.

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

Describe the persona of your tertiary target (gender, education level, annual income, age range, etc.)

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

Branding

Why should people care about your brand?

What problem do you solve for your customers/clients?

Does your brand have a purpose? Is your whole team aware of your brand purpose?

When new employees are on-boarded, do they receive training on your brand?

What benefits do you provide your customers that your competition cannot meet?

Is everything that you say and claim in your advertising true? Please explain.

List five adjectives that best describe your company.

Please explain each submission.

What core values and attributes should your brand express?

How do you want your company to be perceived by customers/clients?

How do you want your company to be perceived by employees and job seekers?

Regardless of industry, what 3 brands inspire you most? Why?

If your company were a car brand, what make and model would it be and why?

If your brand were a celebrity, which celebrity would it be and why?

Name

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