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Marketing Automation Readiness Assessment

Marketing Automation is often misunderstood. The first step is to understand if your organization is even ready for it. This readiness assessment will evaluate 5 key areas of your business to determine your readiness level. Let's find you where you're at!

Find out if your organization is ready! Answer true or false for each statement.

Budget

FTEs

Value

Leads

Conversions

 
We have a marketing budget of 1% to 10% of top line revenue:
We have a dedicated resource in charge of marketing:
We could pay for external consultants to train our staff on the use of a marketing automation system, and how to maintain/backup the system:
We do not anticipate any budget cuts that would keep us from paying for and running a marketing automation system:
 
We have staff dedicated to implementing, learning how to use, and maintaining the system:
We have staff available to create content to populate our pending marketing campaigns:
Our marketing staff understands their lead management responsibilities:
Our current staff/systems can't accomplish the goals we intend to meet with marketing automation:
 
We have at least 3 segments that we would like to design campaigns for:
We intend to either maintain or expand our business offerings, not cut back:
Our segments are distinct enough that they merit their own messaging:
We have business offerings that typically attract a large demand, but are difficult to market:
 
We can identify how many leads we have for each sales vertical, and how frequently these leads come in:
Our lead volume is currently large enough that we cannot respond in a timely and effective fashion, via the process managed by our current staff:
We have clear goals as to what our lead volume targets are, or what they need to be, in order to sustain/grow business:
We see a substantial amount of website traffic that fails to convert into a lead:
 
We have the ability to determine what our lead conversion rates are for each sales source:
We have gone through all internal solutions to converting more of our existing leads:
We have clear goals as to what our lead conversion rates should be and how far from those goals we are:
We have gone through all internal options for determining the ROI of our current marketing efforts:

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Locations

Based in Newport Beach in sunny Orange County, we have been serving Southern California and the Los Angeles area since our inception. Now serving clients nationwide. With four offices on three continents, we offer a global cadence to execute projects on time and on budget.

office
Orange County
World Headquarters
 
3420 Irvine Avenue
Newport Beach, CA 92660

(949) 570-6438 - sales
(949) 574-5500 - support
office
Salt Lake City
Development Office
 
Salt Lake City, UT 84101

(801) 704-7703 - sales
office
Pune, India
.NET Development Office
 
Magarpatta City, Hadapsar
Pune - 411028
office
Wroclaw, Poland
PHP Development Office
 
Pigwowa 2/B1-B2
52-210 Wrocław
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