Marketing Strategy Assessment

Current Marketing Channels

How much are you spending per month on Facebook ads?

What is your ROI on Facebook ads?

Who is managing those Facebook ads for you?

What types of Facebook campaigns are you running?

Remarketing

Acquisition

Brand Awareness

Conversion

Where do your Facebook ads go?

How is your tracking set up?

Other Marketing Channels

Which other online platforms are you using for marketing?

Google Ads

Instagram

TikTok

Are you currently doing anything with:

SEO

Google Maps/Local

Email Marketing

Content Marketing

Business Details & Decision-Making

How is the decision-making process made within your company?

Who has to approve marketing decisions? (Check all that apply)

Doctor/Practice Owner

Business Partner

Marketing Manager

Other

Client Specifics

How many locations do you have?

Please describe all the services that you sell:

For each service, what is your approximate profit margin?

How many people do you see per day (per location)?

How many sales do you make per day (per location)?

What is the average lifetime customer value over 6-12 months?

Conversion Numbers & Customer Journey

For your price point, how many people need to buy monthly to meet your goals?

How many leads are needed for those purchases?

What's your typical conversion path?

Customer Journey

What is the sequence of events that occurs when someone interacts with your marketing?

Directed to webinar page

Click calendar link to book

Call directly

Fill out form

Please provide additional details about your customer journey:

Client Goals & Additional Information

What are your primary goals with digital marketing?

Make Facebook spend work better

Get out of Facebook totally

More appointments regardless of channel

Attract higher-value patients

What specific marketing goals do you have for the next 3-6 months?

Existing Lead Database

What's in your database of former people that didn't buy?

How large is this database?

Is this database consented for follow-up marketing?

Yes

No

Not sure

Partially

Geographic Coverage & Capacity

Where are your businesses located specifically?

Can you run nationwide campaigns?

Yes

No

Possibly

How many new appointments can you handle per week?

Do you have online calendars set up?

Yes

No

Define Success Criteria

At the end of 90 days after running these new marketing campaigns, success for me is:

Achieving a positive ROI of at least on marketing spend

Increasing monthly appointments by

Generating qualified leads per month

Reducing cost per acquisition to

Increasing monthly revenue by

Successfully reactivating of our existing lead database

Diversifying our marketing channels to reduce Facebook dependency by

Other success criteria (please specify):

How do you currently track your marketing KPIs?

Review Your Information

Please review your information before submitting. Our team will analyze your responses and develop a tailored marketing strategy that addresses your specific needs.

Is there anything else we should know?

Your Name *

Email Address *

Phone Number

Company Name *

Thank You!

Your marketing assessment has been submitted successfully. Please book a time in one moment to speak with us.