1. General Business Information Company Name: Industry/Market: Year Established: Business Size: Contact Person Name: Position/Role: Email Address: Phone Number: Website URL:
2. Business Goals and Objectives What are your top 3 business objectives for the next year? What challenges do you face in achieving these goals?
3. Marketing Strategy Overview Which marketing channels are you actively using? (Select all that apply) Paid Advertising (Google Ads, Facebook, LinkedIn, etc.)Social Media MarketingSEO (Search Engine Optimization)Email MarketingInfluencer MarketingContent Marketing (blogs, videos, etc.)Other If Other, specify: Do you have a defined marketing strategy? YesNoPartially
How do you measure the performance of your marketing efforts? ROI (Return on Investment)Lead GenerationCustomer EngagementOther If Other, specify:
4. Budget and Financial Insights What is your estimated annual marketing budget? Less than $50,000$50,000–$200,000$200,000–$1,000,000Over $1,000,000
Are you satisfied with your current marketing budget allocation? YesNo If No, explain: Do you believe your current spending delivers sufficient ROI? YesNo If No, explain:
5. Customer and Market Insights Who is your target audience? (Select all that apply) B2B (Business-to-Business)B2C (Business-to-Consumer)Mixed Describe your ideal customer (age, location, preferences, etc.): Do you currently have detailed buyer personas? YesNo
How do you collect feedback from customers?
6. Competitive Landscape Who are your top 3 competitors?
1. 2. 3. What makes your competitors successful (in your opinion)? Do you actively monitor your competitors’ marketing strategies? YesNo
7. Digital Presence and Technology Is your website optimized for mobile and conversions? YesNo
Which tools or platforms do you use for marketing and analytics? Google AnalyticsCRM (e.g., Salesforce, HubSpot)Email Platforms (e.g., Mailchimp, Constant Contact)Social Media Tools (e.g., Hootsuite, Buffer)Other If Other, specify: Do you use emerging technologies like AI, AR/VR in marketing? YesNo If Yes, please specify:
8. Key Challenges What are the biggest challenges in your business right now? What’s one thing you’d change about your marketing strategy if you could?
9. Desired Outcomes What would you like to achieve from this audit? (Select all that apply) Budget optimizationImproved campaign performanceInsights into your target audienceCompetitor benchmarkingLong-term marketing strategyOther If Other, specify: How will you measure the success of the audit?
10. Additional Information Is there anything else we should know about your business or marketing efforts?