Are you currently using a marketing automation platform?

Yes, our company is actively using it Yes, but only for some campaigns No, but have used one in the past No, but we’d like to start using it

Please select an answer.

Have you defined an inbound marketing strategy for the year?

Yes, and we’re confident in our yearly plan Yes, but could use help fleshing some pieces out No, but we’re working on the strategy now No, and we know we need expert guidance

Please select an answer.

What tactics do you plan on using in your inbound strategy for this year? Check all that apply.

Email Video Live chat or chatbots Social Blogging PPC or other paid advertising SMS Remarketing or retargeting Gated content

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Do you use clearly-defined buyer personas, or targeted audiences, when creating campaigns?

Yes, and we are confident in our current buyer personas Yes, but they could be updated No, but we’re working on them and could use help No, we need help getting started

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Do you utilize workflows within your marketing automation for your lead nurture campaigns? If so, how many lead nurture campaigns are you currently using?

Yes, 6 or more Yes, 4-5 Yes, 1-3 No, we are not currently using workflows or lead nurture campaigns

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When sending campaigns, do you segment your email lists to reach the right audience?

Yes, our segmentation is successful Yes, but it could be perfected No, we’re just getting started with segmentation No, but we’re interested in learning more

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Do you use smart content in your forms, webpages, or emails to increase personalization?

Yes, we use it across multiple mediums effectively Yes, but we only use it for just one medium No, we haven’t utilized it yet but are considering No, we don’t know how to use smart content

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Do you think your team is effectively determining where your leads are in the buyer’s journey, and then marketing to them accordingly?

Yes, we are pros at lead nurturing Yes, but would love another opinion No, only have certain parts worked out No, but we’re ready to start

Please select an answer.

Are you currently scoring your leads and getting your sales team involved in the lead assignment process?

Yes, our processes and teams are top-notch Yes, but we need help getting sales on board No, only marketing is involved in lead scoring No, we need help getting started

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What is your average open rate for your current automated email campaign strategy?

>20% 10-20% 5-10% <5%

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Do you use templates within any of your marketing strategies: email, blogging, webpages?

Yes, we use templates across multiple channels Yes, but we only use templates for one channel No, but we have strongly considered using them No, we need help creating and implementing them

Please select an answer.

Is your sales team currently using snippets in their communication with leads and customers?

Yes, and we’re confident in their usage based on results Yes, but there’s room for improvement No, not yet but we’re on our way No, and we’d love an expert opinion

Please select an answer.

Are you using any campaigns or workflows to market to your current customers?

Yes, we market to our current customers often Yes, but our campaigns could always improve No, but we plan on doing so in the future No, we’d need help starting these campaigns

Please select an answer.

How often do you analyze the results of your automated efforts?

Weekly Monthly Quarterly Yearly

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What is your company’s biggest challenge with marketing automation?

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Get your tailored results now!

Thank you for taking our marketing automation software assessment. Where should we send your results so you can start making improvements to your marketing automation strategy today?

Are You Utilizing Your Marketing Automation Software to Its Fullest Potential?

Are you currently using a marketing automation platform?

Have you defined an inbound marketing strategy for the year?

What tactics do you plan on using in your inbound strategy for this year? Check all that apply.

Do you use clearly-defined buyer personas, or targeted audiences, when creating campaigns?

Do you utilize workflows within your marketing automation for your lead nurture campaigns? If so, how many lead nurture campaigns are you currently using?

When sending campaigns, do you segment your email lists to reach the right audience?

Do you use smart content in your forms, webpages, or emails to increase personalization?

Do you think your team is effectively determining where your leads are in the buyer’s journey, and then marketing to them accordingly?

Are you currently scoring your leads and getting your sales team involved in the lead assignment process?

What is your average open rate for your current automated email campaign strategy?

Do you use templates within any of your marketing strategies: email, blogging, webpages?

Is your sales team currently using snippets in their communication with leads and customers?

Are you using any campaigns or workflows to market to your current customers?

How often do you analyze the results of your automated efforts?

What is your company’s biggest challenge with marketing automation?

Get your tailored results now!