Information
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Select date
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Business Name
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Add location
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Website Address
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Who is the CEO & CMO?
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Decision makers - Many people can say no in a business who can say yes in this business?
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Who is at this meeting?
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If I take on this account, who will be my working partner/contact inside the company?
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Is this person involved in the sales processes?
General Business
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Owner/CEO- How did you get started in this business?
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What is the market potential?
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What is your share of the market today?
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What would you like that share to be?
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Where do you see your industry in the next 3 to 5 years?
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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 ?
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Breakdown by geography: Is the market Local, regional, national or international?
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Breakdown by product/service:
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Breakdown by category of customer:
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What is the primary target market for this business?
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What is your share of this market?
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What is your market share Goal of this market?
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What are you currently doing to achieve this goal?
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What has prevented you from achieving this goal?
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How many clients like that are there out there for you?
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What is your client lifetime value?
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How do you currently grow lifetime client value?
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What is your cost of acquisition per client?
Website
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Does your website answer the following- Where am I? What can I do here? Why should I do it?
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Do you capture a visitors name & email?
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Any additional assets (Youtube channel, FB page, LinkedIn, Google+ My Business etc.): url's of each please
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Proof Elements, Associations Awards?
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How many visitors does the website generate per month?
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How many leads does the website generate per month?<br>
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How do you currently track incoming leads from your website?
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How well do you rate lead quality out of 10?
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Are you running any offline advertising? What is it? results monthly? costs monthly?
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Would you like to increase results from your website?
- yes
- no
- don't know
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Do you sell products or services from your website?
Technology
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Are you getting regular reports from your website?
- yes
- no
- don't know
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Are you tracking your phone calls?
- no
- sort of
- yes individual dedicated numbers for each advertising/marketing channel
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Do you have an email marketing system in place?
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Are you running regular email marketing or newsletters?
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Is the website content management system easy to use?
Ongoing marketing questions
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Are you running any direct mail campaigns?
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Are you doing any ongoing SEO?
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Are you running any SEM search engine marketing, eg adwords?
- yes
- no
- don't know
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Are you doing any conversion optimisation?
- yes
- no
- don't know
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Are you running any offline advertising? What is it? results monthly? costs monthly?
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Do you have a yearly budget for advertising & marketing?
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If so what was last years budget & this years?
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Are you doing any telemarketing?
- yes
- no
- don't know
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Monthly leads?
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Monthly spend?
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What is the most you would pay for a lead?
- $0-$20
- $30
- $40
- $50
- $60
- $70
- $80
- $90
- $100
- $120
- $130-$150
- $150-$180
- $200 or more
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What's the least you would pay for a lead?
- $0-$20
- $30
- $40
- $50
- $60
- $70
- $80
- $90
- $100
- $120
- $130-$150
- $150-$180
- $200 or more
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Comments
Rivals-Competition
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Who are your 3 biggest competitors? (in rank order) & URL's (website)
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Why are they successful & why do you think that is?
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Are they out selling you & Why are they out selling you?
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Is your pricing in line with the market (Least expensive, middle of the road, most expensive)
Value Proposition
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Do you have a value proposition?
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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?
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Why should a prospect believe anything you say?
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Does the content educate the prospect to the value your company brings to the marketplace?
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How does your Value Proposition match up to the top 3 competitors?
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Any high interest wants where you have a nowhere else exclusivity (only factor)?
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What only factor does the competition have?
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Describe how the competitions educates the prospects to the value they bring to the marketplace: