Get a Pulse on your Agency (Assessment 1/2)
In order to do business with a prospect you need a trusted brand and a reliable process. Complete the following assessment, rating your agency’s preparedness in the following categories.
This assessment contains 24 questions and will take you roughly 20 minutes to complete. At the end of the assessment DO NOT UPDATE the page until the results are FULLY RECORDED. Updating the page may result in the loss of all progress.
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Thank you for completing your initial business assessment. It looks like you have a little more work to do to build up your business and get selling your services. We’re looking forward to helping you get there!
Thank you for completing your business assessment. You’ve done a great job building a solid foundation for your business – we’re here to help you with the rest of the house! 😉
Thank you for completing your business assessment – Congratulations, your hard work has paid off and you’re well on your way to a bulletproof agency.
How many channels are you utilizing for Lead Generation? Give yourself one point for each tactic you’re using from the following:
- Paid Ads
- Networking & Referrals
- Organic Social Posts
- Search Engine Optomization
- I’m buying Leads from a 3rd party
- I have a podcast that generates leads
How optimized is your Google Business Profile?
Very Poor Very Good
How frequently do you receive referrals?
Is your website optimized for both humans and search engines?
How would you grade your social media presence
Very Poor Very Good
How reliable is your booking system for setting appointments & sending reminders?
Very unreliable Very reliable
Do you have a branded email address?
Do you have a professional process for answering phone calls and taking messages?
Do you have A Zoom or Google Meet account?
Is your store set up in Partner Center including Packages?
Do you have a system for sending a proposal that includes product/service descriptions?
Do you have a CRM to keep track of client data?
Do you have a Google Workspace and Drive to collaborate and retain information?
Do you have a client service agreement?
Do you have an onboarding process and questionnaires or templated emails?
Do you have a payment processing system that allows you to securely store a credit card and do recurring billing?
Do you have at least as many 5-star reviews as your top local competitors?
Do you have a proven and repeatable process to conduct an initial consultation with a prospect
Do you feel confident calling yourself a marketing consultant?
Do you know how to evaluate a business’s online presence?
Are you using the executive report to prove ROI?
Are you closing majority of your consultations?
Have you identified your standard packages?
Do you have a clear path for upsell opportunities?