Get a Pulse on your Agency (Assessment 2/2)

How many channels are you utilizing for Lead Generation? Give yourself one point for each tactic you’re using from the following:

• Paid Ads
• Networking & Referrals
• Organic Social Posts
• Newsletters
• Search Engine Optomization
• I’m buying Leads from a 3rd party
• I have a podcast that generates leads

How optimized is your Google Business Profile?

How frequently do you receive referrals?

Is your website optimized for both humans and search engines?

How would you grade your social media presence

How reliable is your booking system for setting appointments & sending reminders?

Do you have a branded email address?

Do you have a professional process for answering phone calls and taking messages?

Do you have A Zoom or Google Meet account?

Is your store set up in Partner Center including Packages?

Do you have a system for sending a proposal that includes product/service descriptions?

Do you have a CRM to keep track of client data?

Do you have a Google Workspace and Drive to collaborate and retain information?

Do you have a client service agreement?

Do you have an onboarding process and questionnaires or templated emails?

Do you have a payment processing system that allows you to securely store a credit card and do recurring billing?

Do you have at least as many 5-star reviews as your top local competitors?

Do you have a proven and repeatable process to conduct an initial consultation with a prospect

Do you feel confident calling yourself a marketing consultant?

Do you know how to evaluate a business’s online presence?

Are you using the executive report to prove ROI?

Are you closing majority of your consultations?

Have you identified your standard packages?

Do you have a clear path for upsell opportunities?