Marketing Success Audit

Are you currently generating a steady flow of new leads each month?

Yes

No

If yes, approximately how many new leads do you generate each month?

Do you currently have a series of emails and/or text messages that automatically go out to new leads?

Yes

No

Do you currently organize & manage leads in a pipeline?

Yes

No

No, but we use spreadsheets

Can your staff send text message to leads from a business number without using a personal phone?

Yes

No

Do you currently have a way of knowing your staff is calling new leads within five minutes?

Yes

No

Do you currently have the ability to listen to recordings of conversations between new leads and your staff?

Yes

No

Do you currently offer a way for new leads to book a call/appointment with you online?

Yes

No

Do you currently send email/text appointment reminders?

Yes

No

Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?

Yes

No

Do you currently have any automated replies set up for people who message your Facebook page?

Yes

No

Do you currently have a way to track and reward your patient's/client's success?

Yes

No

Do you have a way to quickly answer your patient's questions online?

Yes

No

Do you have a private online community to support your patient's/client's?

Yes

No

Do you have any membership programs for your patients'/clients'?

Yes

No

Do you have a high ticket offer for your patients/clients?

Yes

No

Can your patient's/client's order products online?

Yes

No

What is the one goal you are working on for your practice/business?

Are you interested in implementing any of the things you responded 'No' to for your business?

Yes

No

Where can we send your results?

Full Name *

Email *

Business Name *

Phone *

Website

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.