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32
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1
Name
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First Name
Last Name
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2
Email
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example@example.com
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3
Phone Number (this is not a mandatory field)
Area Code
Phone Number
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4
Your Company Name / Brand
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5
Are you happy for us to review your results and contact you by email?
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YES
NO
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6
Are you happy for us to store your results and contact details, so that we can contact you, to tell you about future events, or content that we think will interest you?
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YES
NO
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7
To what extent do your marketing objectives align with your corporate goals?
They are totally aligned
They are closely aligned
They are somewhat aligned
They are not aligned
We don’t have agreed marketing objectives
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8
How well, would you say, do your Key Performance Indicator reports support strategic planning & stakeholder decision-making?
Very well
Well
Quite well
Not very well
Not at all
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9
Do you have well-documented marketing objectives that cover brand strength, customer engagement and sales targets?
We have well-documented objectives covering all 3 aspects
We have documented marketing objectives that cover 2 out of 3 of these
We only have documented marketing objectives covering just one of these
We have implicit marketing objectives but they are not formally documented
We don’t have any specific marketing objectives
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10
How often do you do customer research?
We have a continuous research programme and the results drive our strategy and tactics
We do regular customer research and this influences our marketing tactics
We do customer research at least once per year
We do ad hoc customer market research ocassionally
We don’t do any customer research
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11
How do you segment and target your customers?
We use customer segmentation, propensity modelling & behavioural triggers to target our communications
We use two of the three methods: segmentation, propensity modelling, trigger comms
We use just one of the three methods: segmentation, propensity modelling, trigger comms
We target only using intuitive groups rather than statistically derived segments
We tend to send all communications to everyone that we can afford to send it to
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12
Which of these statements best describes your customer database?
We have a database with a single customer view, that is compliant with data protection law (eg GDPR)
We have a database that is compliant with data protection law (eg GDPR), but we don’t have a single customer view
We have a single customer view customer database, but I don’t know if it is fully compliant with GDPR
We keep customer data and information in various formats (spreadsheets, email lists etc) which are not fully integrated
We don’t really have a customer database
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13
Do you have a thought-out & documented customer data collection strategy?
Yes and it is reviewed as part of the strategic planning cycle
Yes, but it has not been reviewed or updated for over a year
Yes, but it has not been reviewed or updated for over 2 years
No, we collect data on an ad hoc and inconsistent basis
No, we don’t capture any customer data
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14
Where do you get customer data from?
We capture data at every customer touch point and supplement it by buying in data from other sources
We only capture data at some of our customer touch-points
We only capture data at events and in face to face meetings
We capture data in an ad hoc way ocassionally
We don’t capture any customer data
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15
To what extent do you gather insight to help you understand why customers buy from you rather than competitors?
We carry out regular customer research asking them about our strengths and weaknesses compared to our competitors
We carry out occasional customer research asking them about our strengths and weaknesses compared to our competitors
We seldom conduct customer research which asks them about our strengths and weaknesses compared to our competitors
We have done some customer satisfaction research, but are not able to compare to our competitors
We have never researched what our customers think about us
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16
To what extent do you know how your customers make buying decisions?
We research this regularly and are able to articulate how and why customers buy
We have researched this once and have some idea of how and why customers buy
We have not researched this, but I feel that we know how and why customers buy, as we regularly meet with customers
We have not researched this, I rely on anecdotal evidence from my sales and customer service teams as they know our customers
We don’t understand how customers make their buying decisions
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17
To what extent do you have a vision for your brand that is written down and clearly communicated to all of your staff?
We have this and all staff will be able to articulate our brand vision
We have this and most of our staff will be able to articulate our brand vision
We have this and some marketing staff will be able to articulate our brand vision
We have this but most of our staff would struggle to articulate it
We don’t have a brand vision
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18
Do you have formally documented brand values that drive customer communications?
Absolutely and all marketing communications reflect this
We do, but they are not always clearly reflected in our marketing communications
We have brand values, but they are not documented
Our brand values have not been updated for a long time and they do not really reflected in our communications
We do not have a set of defined brand values
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19
To what extent do you have and use brand guidelines in creative work?
We have brand guidelines that cover the look (logos, fonts, colours) and tone (imagery, copy) of our communications
We have brand guidelines that cover the look (logos, fonts, colours) but not tone (imagery, copy) of our communications
We have brand guidelines that cover the tone (imagery, copy) but not the look (logos, fonts, colours) of our communications
We have brand guidelines but they are not consistently used
We don’t have brand guidelines
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20
To what extent would your customers be able to recognise that your communications are from your company?
They would instantly be able to recognise them as coming from us, even if we took our logo off them
They would probably be able to recognise them as coming from us, even if we took our logo off them
They may be able to recognise them as coming from us, even if we took our logo off them
They would recognise our logo if they saw it but that's about all
Even our customers would struggle to recognise our logo
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21
To what extent do you have a clearly articulated brand proposition that is used for all comms?
We do and it is always used
We do and it is normally used
We do and it is occasionally used
We do but it is rarely used
I do not know what a brand proposition is
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22
Do you use your brand proposition and adapt it to make it relevant for each customer segment?
We always adapt the brand proposition to make it relevant for each target audience
We usually adapt the brand proposition to make it relevant for each target audience
We occasionally adapt the brand proposition to make it relevant for each target audience
We rarely adapt the brand proposition to make it relevant for each target audience
We never adapt the brand proposition to make it relevant for each target audience
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23
How would you describe your media strategy?
We have a media strategy, where we understand the role of each communications channel and how to combine them for maximum effect
We have a media strategy, where we understand the role of each communications channel, but not how best to combine them
We have an annual communications plan and budget, which is a list of activities rather than a strategy
We don’t have a media strategy, we use media on an ad hoc basis
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24
How would you describe your content strategy?
We have a content strategy with a content calendar that uses a combination of comms channels that is tailored for different audiences
We have a content strategy that uses a combination of comms channels for different audiences
We develop content regularly for different channels, but there is no formal content plan
We do not create content very often, so there is no need for a plan
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25
How would you describe your targeting strategy?
We have a targeting strategy, where we know our objectives, proposition and budget for each customer segment
We have a targeting plan, where we know who we will target and how much we will spend on each customer segment
We don’t have a formal targeting plan, but we do target different activities at specific audiences
We send all communications to everyone that we can afford to send them to
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26
Do you use a mix of on and off line media in all communication campaigns?
We always use all online (digital) and off line (traditional) comms channels for every campaign
We use whichever combination of online (digital) and off line (traditional) comms channels is most appropriate for that campaign
We only use off line media (eg events, press ads, direct mail, telemarketing)
We only use digital media (eg web site, email, social media, search, mobile marketing)
We don’t do any marketing communications
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27
Is your sales and marketing process completely aligned, and are all leads followed up and tracked?
We are in total alignment, we have shared goals, regular communication and all opportunities are followed up by sales
We are pretty aligned, we have shared goals, regular communication and most opportunities are followed up by sales
We are in somewhat aligned, we know each other's goals, we talk to each other and some opportunities are followed up by sales
We tend to work independently with sales, but we do communicate from time to time
We rarely talk to our sales teams
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28
Do you use these channels to drive sales to new customers?
We use a combination of paid ads, Google search, PR and influencing influencers
We use 3 out of paid ads, Google search, PR and influencing influencers
We use 2 out of paid ads, Google search, PR and influencing influencers
We use 1 out of paid ads, Google search, PR and influencing influencers
We use none out of paid ads, Google search, PR and influencing influencers
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29
Do you use these channels for customer engagement?
We use a combination of social media, email marketing, events, mobile marketing and face to face meetings
We use 3 or 4 of social media, email marketing, events, mobile marketing and face to face meetings
We use 2 of social media, email marketing, events, mobile marketing and face to face meetings
We use 1 of social media, email marketing, events, mobile marketing and face to face meetings
We use none of social media, email marketing, events, mobile marketing and face to face meetings
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30
Do you have a clearly articulated data strategy with all of the resources you need?
Yes we have a clearly articulated data strategy with the tools, skills, budgets and people that we need?
Yes we have a clearly articulated data strategy but lack some of the tools, skills, budgets and people that we need?
We do not have a clearly articulated data strategy, but we have most of the tools, skills, budgets and people that we need?
We have some data tools, skills, people and budget, but we need more
We have insufficient resources to execute our data plan
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31
Do you have full campaign measurement capability?
Yes, we measure all activities and can draw clear conclusions from our reports that drive our activity
Yes, we measure all activities and can draw some conclusions from most of our activity our activity
We cannot measure everything, but we do try to test activity and learn where we can
We have simple metrics for some comms channels, but we find it hard to draw conclusions from them
We do not measure any of our activity
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32
Do you have sufficient analytics resource to support the information needs of key stakeholders in their strategic and tactical planning & in their day-to-day decision-making?
Yes, we have sufficient resource to do all of the analysis we need
We have enough to measure our marketing and analyse results but we could do with more resource
We manage to prioritise tasks, so the most important analytics tasks gets done on time
We have nowhere near enough resource to do what we would like to do
We do not have access to analytical expertise
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