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bizgrowth toolkit
M-01 · MAvailable now

Marketing Self-Audit

Reviews how clearly you know your market, how your message lands, and whether your activity produces enquiries that convert.

Working assessment · M-01

Marketing Self-Audit

Review audience definition, message, lead quality, measurement and connection to the sales process.

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Assessment progress0 of 10

Rate what your business actually does. If unknown, select 1. Each practice uses a five-point scale.

1Not in place / not known

2Informal or rarely done

3Partly established

4Regularly done and reliable

5Documented, reviewed and tested

Area 1 of 5

Audience understanding

We can describe an ideal customer by problem, buying trigger and commercial fit.

01.We can describe an ideal customer by problem, buying trigger and commercial fit.

Not establishedDocumented and tested
We understand why the best customers choose us over their realistic alternatives.

02.We understand why the best customers choose us over their realistic alternatives.

Not establishedDocumented and tested

Area 2 of 5

Message & offer

Our website and outreach clearly say who we help, what we solve and what to do next.

03.Our website and outreach clearly say who we help, what we solve and what to do next.

Not establishedDocumented and tested
Each active campaign presents a specific, relevant offer with a measurable next step.

04.Each active campaign presents a specific, relevant offer with a measurable next step.

Not establishedDocumented and tested

Area 3 of 5

Channel focus

We can identify which one or two channels reach customers most efficiently.

05.We can identify which one or two channels reach customers most efficiently.

Not establishedDocumented and tested
Marketing runs to a documented schedule rather than ad hoc bursts.

06.Marketing runs to a documented schedule rather than ad hoc bursts.

Not establishedDocumented and tested

Area 4 of 5

Lead measurement

We track enquiries back to a reliable source and distinguish qualified from unqualified.

07.We track enquiries back to a reliable source and distinguish qualified from unqualified.

Not establishedDocumented and tested
We follow leads through to sale or lost outcome to assess marketing effectiveness.

08.We follow leads through to sale or lost outcome to assess marketing effectiveness.

Not establishedDocumented and tested

Area 5 of 5

Budget & governance

Each marketing activity has an agreed budget, owner and review measure.

09.Each marketing activity has an agreed budget, owner and review measure.

Not establishedDocumented and tested
Marketing and sales agree how new leads are contacted and followed up.

10.Marketing and sales agree how new leads are contacted and followed up.

Not establishedDocumented and tested