• Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Select date

  • Business Name

  • Add location
  • Website Address

  • Who is the CEO & CMO?

  • Decision makers - Many people can say no in a business who can say yes in this business?

  • Who is at this meeting?

  • If I take on this account, who will be my working partner/contact inside the company?

  • Is this person involved in the sales processes?

General Business

  • Owner/CEO- How did you get started in this business?

  • What is the market potential?

  • What is your share of the market today?

  • What would you like that share to be?

  • Where do you see your industry in the next 3 to 5 years?

  • Is your goal:
    a. be the best in the industry
    b. have the largest marketshare
    c. earn profits

  • Describe what the company does:
    What products do you sell?
    What services do you sell?

  • Where does the majority of the business come from ?

  • Breakdown by geography: Is the market Local, regional, national or international?

  • Breakdown by product/service:

  • Breakdown by category of customer:

  • What is the primary target market for this business?

  • What is your share of this market?

  • What is your market share Goal of this market?

  • What are you currently doing to achieve this goal?

  • What has prevented you from achieving this goal?

  • How many clients like that are there out there for you?

  • What is your client lifetime value?

  • How do you currently grow lifetime client value?

  • What is your cost of acquisition per client?


  • Does your website answer the following- Where am I? What can I do here? Why should I do it?

  • Do you capture a visitors name & email?

  • Any additional assets (Youtube channel, FB page, LinkedIn, Google+ My Business etc.): url's of each please

  • Proof Elements, Associations Awards?

  • How many visitors does the website generate per month?

  • How many leads does the website generate per month?<br>

  • How do you currently track incoming leads from your website?

  • How well do you rate lead quality out of 10?

  • Are you running any offline advertising? What is it? results monthly? costs monthly?

  • Would you like to increase results from your website?

  • Do you sell products or services from your website?


  • Are you getting regular reports from your website?

  • Are you tracking your phone calls?

  • Do you have an email marketing system in place?

  • Are you running regular email marketing or newsletters?

  • Is the website content management system easy to use?

Ongoing marketing questions

  • Are you running any direct mail campaigns?

  • Are you doing any ongoing SEO?

  • Are you running any SEM search engine marketing, eg adwords?

  • Are you doing any conversion optimisation?

  • Are you running any offline advertising? What is it? results monthly? costs monthly?

  • Do you have a yearly budget for advertising & marketing?

  • If so what was last years budget & this years?

  • Are you doing any telemarketing?

  • Monthly leads?

  • Monthly spend?

  • What is the most you would pay for a lead?

  • What's the least you would pay for a lead?

  • Comments


  • Who are your 3 biggest competitors? (in rank order) & URL's (website)

  • Why are they successful & why do you think that is?

  • Are they out selling you & Why are they out selling you?

  • Is your pricing in line with the market (Least expensive, middle of the road, most expensive)

Value Proposition

  • Do you have a value proposition?

  • If I am your ideal prospect, why should I buy from you rather than a competitor...or not buy at all...or buy an alternative?

  • Why should a prospect believe anything you say?

  • Does the content educate the prospect to the value your company brings to the marketplace?

  • How does your Value Proposition match up to the top 3 competitors?

  • Any high interest wants where you have a nowhere else exclusivity (only factor)?

  • What only factor does the competition have?

  • Describe how the competitions educates the prospects to the value they bring to the marketplace:

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.