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2 
3 
4 
5 
6 
7 
Activity Reasoning 
Digital Strategy Prioritization 
Companies with a blog that post once per month get 55% more leads 
that those that don't. Created content can be repurposed across social 
channels and through email campaigns. 
Social media marketing allows you to amplify your content and distribute 
in different ways from tweets through to images and infographics. 
Listing management, social advertising and retargeting offer low cost 
opportunities to drive traffic through value proposition and website 
usability / conversion issues need to be addressed first 
Personas" 
Segmentation" 
Unique value 
Search optimization" 
Usability / Conversion 
Content curation and creation 
Email marketing" 
Relationship management 
Social media marketing 
Systems" 
Measurement 
Advertising" 
Promotion 
The #1 factor in driving conversions is the strength of your value 
proposition for your target segment. 
Visitors that find your site via organic search convert at 8x the rate of 
visitors attracted by advertising. Worth focus but organic search is a 
longer term process. Small changes to a website can result in double or 
triple digit improvements in conversion. 
Email generates the highest return of all channels - 4,300%. Managing 
prospect relationships in a systematic way increases lead volume and 
conversion. 
Marketing systems are important but they can be improved over time 
starting with basic tools and manual processes 
Priority 
© copyright all rights reserved
Ideal customer profiles created" 
" 
Segment attractiveness validated" 
" 
Value proposition developed and tested" 
" 
Messaging hierarchy created" 
""" 
Target keyword list created" 
" 
On page optimization" 
" 
Inbound link strategy" 
" 
Usability and conversion best practices 
implemented" 
""" 
Top 3 themes defined" 
" 
Curation sources identified" 
" 
Content marketing calendar created 
List growth strategies created" 
" 
Email best practices implemented " 
""" 
Reach growth strategies created" 
" 
Profile creation best practices implemented for priority channels" 
" 
Monitoring / Publishing systems created" 
""" 
Systems fit based on marketing system maturity " 
" 
Testing strategy in place" 
""" 
Retargeting" 
" 
Social advertising" 
" 
PPC 
1. Branding and messaging 
Check List for Discovery Call 
2. Search, usability and conversion 
3. Content curation and creation 
4. Email marketing + CRM 
5. Social media marketing 
6. Systems and measurement 
7. Advertising and promotion 
© copyright all rights reserved

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7 step digital marketing assessment checklist

  • 1. 1 2 3 4 5 6 7 Activity Reasoning Digital Strategy Prioritization Companies with a blog that post once per month get 55% more leads that those that don't. Created content can be repurposed across social channels and through email campaigns. Social media marketing allows you to amplify your content and distribute in different ways from tweets through to images and infographics. Listing management, social advertising and retargeting offer low cost opportunities to drive traffic through value proposition and website usability / conversion issues need to be addressed first Personas" Segmentation" Unique value Search optimization" Usability / Conversion Content curation and creation Email marketing" Relationship management Social media marketing Systems" Measurement Advertising" Promotion The #1 factor in driving conversions is the strength of your value proposition for your target segment. Visitors that find your site via organic search convert at 8x the rate of visitors attracted by advertising. Worth focus but organic search is a longer term process. Small changes to a website can result in double or triple digit improvements in conversion. Email generates the highest return of all channels - 4,300%. Managing prospect relationships in a systematic way increases lead volume and conversion. Marketing systems are important but they can be improved over time starting with basic tools and manual processes Priority © copyright all rights reserved
  • 2. Ideal customer profiles created" " Segment attractiveness validated" " Value proposition developed and tested" " Messaging hierarchy created" """ Target keyword list created" " On page optimization" " Inbound link strategy" " Usability and conversion best practices implemented" """ Top 3 themes defined" " Curation sources identified" " Content marketing calendar created List growth strategies created" " Email best practices implemented " """ Reach growth strategies created" " Profile creation best practices implemented for priority channels" " Monitoring / Publishing systems created" """ Systems fit based on marketing system maturity " " Testing strategy in place" """ Retargeting" " Social advertising" " PPC 1. Branding and messaging Check List for Discovery Call 2. Search, usability and conversion 3. Content curation and creation 4. Email marketing + CRM 5. Social media marketing 6. Systems and measurement 7. Advertising and promotion © copyright all rights reserved