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Digital marketing checklist

Fill in this complementary marketing checklist to obtain a marketing "score" for your business.

The form has 7 stages and can be paused and resumed later. *Indicates selection is required.

Digital Marketing Checklist

Strategy

Have a marketing plan?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Have a social media plan?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Have a content plan?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Have an email plan?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Defined marketing strategies with supporting steps?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Have sales plan & budget?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Clear Unique Selling Proposition?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Clear customer personas/segmentation?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Customer journeys planned?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

CRM system with automation to improve conversion?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Visibility

SEO - Website optimized using this year’s methods?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

You have a keyword plan?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

You monitor your ranking on main phrases?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Running Google Ads Search?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Rich Snippets set up?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Social media accounts?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Active with Social or online Display campaigns?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Trust score over 20?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Influencer & referral marketing?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Web User Experience

Website speed score >79%?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Your website has had a major update in the last 2 years and is easy to edit?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Renders well on mobile?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Engaging web content in short paragraphs of under 50 words with subheadings?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Video use on site but not in top banner?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Frequently updated blogs, engaging?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Content leads user, answers funnel questions?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Clear call to action at bottom of each page?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Social proof or testimonials on all product or service pages?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Attractive photos?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Analytics: GA4 installed, Engagement rate over 60%?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Modern site?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

LiveChat installed?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Ecommerce/booking?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

CRM highlights which pages current customers have visited?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Social User Experience

Active on social media?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Helpful content, not just self-sell?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Video use on social channels?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Case studies?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Offers/campaigns/promotions for existing followers – social/email?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Tools identify top posting time & report on best topics?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Your CRM tracks customer activity on social to identify hot repeat prospects?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Educates on product range?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Inspiring?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Customer Retention

Email collection?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Newsletter or email marketing?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

CRM system?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Remarketing audience?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Planned campaigns to customer groups?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Tracking so your CRM identifies high value leads?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Reporting

You measure source of leads?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

GA4 tracking & Tag Manager in place?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Goals set up to track web success?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Track conversion rate from lead to sale?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Facebook pixel?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Review page engagement quarterly & address weak pages?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

You annually measure marketing KPI’s such as avg $ sale, attrition rate, customer growth?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Tech stack

You are proficient in Chat GPT?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

You have a Canva subscription with your colours & fonts loaded?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

You or your agency uses SEO software?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

You or your agency uses social scheduling & reporting tools?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

Are you using AI in your business?

Sorted

Needs work

N/A

Priority

A

B

C

Comment

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