Have you taken some quality time to review your current marketing efforts?

If not, it’s time for a marketing checkup!

Just like having a checkup with your doctor or dentist can help correct any potential problems, conducting a marketing checkup can guarantee that your marketing plan stays on track.

A marketing checkup is a perfect time to reevaluate your marketing goals and strategies, figure out what problems need solving, and solve them before spending any more marketing budget! 

After that’s done, you can continue on your way to growing your business.

As you read this, we recommend jotting down notes so you can adjust your marketing goals quickly and effectively. But you have to be sure you’re creating SMART goals.

You don’t want to make vague goals like “increase new leads,” “bring more visitors to our website,” or “increase brand awareness.” You want to make SMART goals.


Developing SMART Goals

Developing SMART Goals

Here are some guidelines to make specific goals that can be measured more effectively. These goals are called SMART goals, and they make all the difference. 


Here’s why they’re SMART:

Specific: Set real numbers with real deadlines. Don’t just say, “I want more website visitors.” Define as much as possible, who needs to be involved, what needs to be accomplished, where it will be done, why it needs to be done, and any constraints or requirements that exist.

Measurable: Make sure that you can track your goal. Again, don’t just use buzzwords like “increase brand awareness,” “brand engagement,” or “social influence.” Make sure progress can be measured. Define how that goal is accomplished.

Attainable: Work toward a goal that is challenging but possible. Don’t try to take over the world in one night.

Realistic / Relevant: Be honest with yourself because you know what you and your team are capable of. Don’t forget any hurdles you may have to overcome. Make sure the goal is worthwhile and meets your company’s needs. Even if it’s a short-term goal, make sure it fits into the long-term vision to grow your company.

Time-bound: Give yourself a deadline. Don’t keep pushing towards a goal you might hit “someday.” This helps to create a sense of urgency and prompts better time management.


Your SMART marketing goals should align with your overall business goals and corporate values.


Examples of SMART Marketing Goals:

  • Increase website traffic by 15% from 2022 Q4 to 2023 Q1
  • Increase the number of monthly leads by 10% before July 1st


Again, be realistic and accountable when setting your goals. Start by selecting three major goals and work from there. Don’t overwhelm yourself by setting 100 unrealistic goals.

Now let’s dive into the checkup.


Marketing Plan | Marketing Checkup

Marketing Plan

First things first, do you have a marketing plan? Or are you a fly by the seat of your pants kind of company? If you haven’t created a marketing plan, jump over to How to Create a Marketing Plan for some guidance.

If you have a marketing plan, now’s the time for a revisit! Look at the goals that you outlined for your company. Are they SMART goals?

Keep your marketing plan handy as we go through this exercise to evaluate your current marketing efforts.


Marketing Plan Checkup:

  • Have you created a marketing plan?
  • Does your marketing plan include SMART Goals?
  • Does your marketing plan need to be updated?
  • Does your marketing plan have any holes in it?


Related Resources:


Market Analysis

Market Analysis

A market analysis is a quantitative and qualitative assessment of a market. It examines the market size, various market segments, customer buying patterns, competition, and economic environment.

From time to time, changes to the marketplace will affect how you should market to your potential customers. As technology continues to evolve at a rapid pace, it could have a large impact on your marketplace.


Market Analysis Checkup:

  • Have you conducted a market analysis?
  • Are there any changes to your marketplace that require you to make adjustments to your marketing plan?
  • Is it time for you to break into a new market?
  • Would operating in a new marketplace align with your overall business goals?


Related Resources:


buyer persona

Buyer Personas

Your marketing plan should include your target audience (a.k.a buyer personas or customer avatars).

If you don’t have one, then think about your business. Think about the target demographic that your business serves or aims to help. Write down everything you know about them and what your company does for them.

Identification of your target market is very vital. If you are aware of your ideal audience, you can easily come up with effective marketing strategies and tactics that can target them and motivate them to get their problems resolved through your company.

You need to meet your ideal client where they are. Buyer personas help you outline how and where you should connect with your target audience.


Buyer Personas Checkup:

  • Have you created buyer personas?
  • Are your buyer personas up-to-date?
  • Do you need to map out new buyer personas to correspond with a new market or product offering?


Related Resources:


Logo, brand identity and personality

Logo, Brand Identity, & Personality

Examine your brand story profile, typical messages, and visual identity, including logo, colors, and typefaces.

Make sure that your NAP matches in all online and offline listings. NAP stands for Name, Address, and Phone. If you’ve moved locations, added a location, closed a location, or changed any phone numbers, complete an online and offline audit to confirm that your NAP is up-to-date. 


Logo, Brand Identity, and Personality Marketing Checkup:

  • How do your customers view your branding?
  • Is it time to invest in a branding upgrade?
  • Does your brand identity match throughout your marketing efforts?
  • Are the photos you’re using professional, up-to-date, and images your target audience can connect with?
  • Has your corporate mission changed, and if so, is represented as it is in your marketing materials?
  • Does your NAP match on all online and offline listings?


Related Resource:


Connecting the Dots Along Your Customer’s Journey with the Right Content

Customer Journey

It’s critical to understand your customer’s journey (a.k.a. buyer’s journey). The customer journey refers to the path a customer follows, including all touchpoints before making a purchase. Mapping your customer’s journey gives you intel on creating a better, more strategic approach for your customer, optimizing their experience. 

Customer Journey Checkup:

  • Have you mapped out your customer journey?
  • Are you providing your potential buyer with the right content to push them to the next stage of the sales cycle?

Are you missing out on touchpoints you should add to the customer journey?


Related Resources:


Retention / customer loyalty

Retention / Customer Loyalty

It’s estimated that it costs between 4-10 times more to acquire a new customer than it does to keep an existing one.

A study showed that satisfied customers tell nine others about their positive experiences.

A 5% increase in customer retention can increase a business’s profits by 25% – 125%!!!

Make sure you’re not just focusing on new leads and clients but that you’re maximizing plans that increase customer retention.

When it comes to revenue, customer retention is hugely vital to the consistent growth and financial planning.


Retention / Customer Loyalty Checkup:

  • Have you increased, decreased, or had the same amount of sales? What were the reasons?
  • What marketing methods did you use, and what results did you achieve?
  • Which marketing tactics gave you the best results?
  • How do you stay in contact with your current customers?
  • Do you connect as frequently as you should with current customers?
  • What actions can you take to increase retention?


Related Resources:


website UX

Website & On Page SEO

Long gone are the days when you can simply copy your company brochure to your website, sit back, and expect to reap the rewards of climbing to the top of Google.

In the ever-so-overpopulated online space, you have to do more than just have a website that serves the basic needs.

Your website should be your best salesperson.


Website & On-Page SEO Checkup:

  • What role is your website playing in your business?
  • Is your website generating new leads?
  • Is it a good representation of your business?
  • Is it mobile-friendly?
  • Are pages, images, and site structure properly optimized (on-page SEO)?
  • Does your content focus on your core keywords?
  • Do you have any broken links?
  • Do pages load quickly?
  • Does it have any outdated information on it?
  • Have you added any new products or services that should be featured on your website?
  • Do your blog posts have social share features?
  • Do all your pages have meta tags?
  • Do you have analytics installed?
  • Are you continually adding fresh content to your website?
  • Is it SSL secure?
  • Are the images on your website correctly sized, and are all image alt tags labeled?
  • Do site visitors have enough information?
  • Is your contact information clearly visible on every page?
  • Does your website include clear calls-to-action, lead magnets, and an email opt-in?
  • Have you included trust factors like customer testimonials, social proof, success stories, etc.?
  • Are your essential elements “above the fold”?
  • Is your website GDPR compliant?
  • Have you recently checked your Google Console to ensure there aren’t any errors?


Related Resources:


Social Media

Social Media

After you’ve analyzed your website, it’s time to look at your social media presence. Just like your site should include best SEO practices, each social media profile should also be appropriately optimized.

Social Media Checkup:

  • Are your social media profiles complete and correctly optimized?
  • Are your header, profile pictures, and posts sized properly with the correct resolution?
  • How is your overall social media presence?
  • Are you interacting with your audience?
  • Does your social media presence link to increase sales?
  • Are you using a social media scheduler to save you time?
  • Are you scheduling your posts to go out at the optimal time for maximum exposure?
  • Does social media improve your customer service?
  • Do you know what your audience cares about / are you providing the right content?
  • Are you on the right social media platforms?
  • Are there new social media platforms you should try?


Related Resources:

>> Bonus Material: Google My Business Ultimate Guide & Checklist 


Content Marketing

Content Marketing

“Content marketing is more than a buzzword. It is the hottest trend in marketing because it is the biggest gap between what buyers want and brands produce.” – Michael Brenner

Content marketing is a marketing method based on the creation of relevant and valuable content to drive a specific call-to-action—usually to attract and retain customers.


Content Marketing Checkup:

  • Have you clearly identified the needs of your target audience?
  • Does your content marketing strategy contain SMART goals? Are you on track to meet those goals?
  • Have you addressed your customers’ most frequently asked questions?
  • Do any of your current content pieces have any mistakes or outdated information?
  • Does each piece connect with your buyer during the proper stage of the sales cycle?
  • Are the pieces of content on your website properly optimized (SEO)?
  • Do you have an editorial calendar in place?
  • Is your content considered valuable to your potential customers?
  • Is your content easy to share?
  • Is it easy for potential customers to find your content?
  • Is your content easy to read / easy to scan (headings, subheadings, digestible content with bullet points)?


Related Resources:


PPC Marketing Checkup

Online Paid Advertising Campaigns (PPC and Social Media Paid Advertising)

From Google Ads to Facebook advertising, paid online ads can be a good investment when they’re running correctly. It’s always a good idea to continually review and optimize these campaigns by making minor tweaks.

Conversions and conversion-related metrics (such as conversion rate and cost-per-conversion) should be the first place you look to judge the success of your account.

Adjusting ad copy provides you with better ads and gives you the data for SEO campaigns by showing you which copy performs best. Take the best-performing ad copy and apply it to your SEO strategies (i.e., page description tags).

Are your ads as robust as they can be? Many people do not realize that they can take advantage of site links and other ad extensions to make ads larger and contain additional links and information.


Online Paid Advertising Campaigns Checkup:

  • Do you need to optimize your ad copy?
  • Do your ads display correctly across different devices?
  • Do you need to make adjustments to budget allocations?
  • Do you have conversion tracking set up?
  • Are your ads as robust as they can be?
  • If images are attached to your ads, are they adequately sized?


Related Resources:


Partnership Programs

Partnership / JV (Joint Venture) Programs

It’s still hard to believe that more organizations don’t partner with non-competitive businesses on marketing initiatives but instead choose to go it alone.

By partnering up, you can share the cost of the project and double up on distribution.

In Hinge’s High Growth Study, the company asked respondents to rate the impact of 24 possible marketing techniques. Of these, the technique of partnership marketing was ranked as having the most impact. One-third of the high-growth companies surveyed rated its implications as significant (they rated it a 9 or 10 on a ten-point scale). How many no-growth firms gave partnership marketing a high rating? Zero.


Partnership / JV Marketing Checkup:

  • Do you have a partnership program in place?
  • Are there non-completive businesses that would be beneficial to partner up with?
  • Have you set aside co-op funds for these types of marketing projects?


Related Resources:


10 Key Metrics to Measure in Your Email Strategy

Email Marketing

This category refers to using mass email marketing (i.e., MailChimp, ActiveCampaign, or Constant Contact), not the individual emails you send out. By regular housekeeping and maintaining a permission-based, clean email list, you can be sure that the individuals who have opted in to receive your content are actually getting it.

For those subscribers who haven’t opened your emails in a long period of time, it’s time to either remove them (scrub your email list) or make one last-ditch effort by sending them a re-engagement campaign.


Email Marketing Checkup:

  • Are you using an email marketing platform?
  • Are you emailing your database regularly?
  • Do you have link tracking active in your email campaigns?
  • Do they contain an option to unsubscribe?
  • Was the summary (or pre-header) added?
  • Are the images and text correctly formatted for multiple devices?
  • Do you need to scrub your email list?
  • Is your email content engaging?
  • Does your email blast include proper calls to action?


Related Resources:



Customer Review Checkup

Customer Testimonials, Reviews, & Reputation Management

Customer testimonials (and reviews) are a powerful tool for creating trust. But before you can showcase your reviews, you first have to collect them. Make it easy for customers to leave reviews by claiming your business on Yelp and setting up profiles on other social media platforms. If you need further help collecting reviews, look into review management software.

When was the last time you Googled your name or your business? Set up Google Alerts to help you manage your online reputation.

If you get a negative review (which happens), make sure you respond professionally, attempt to rectify the problem, and let them know that you care about their experience.


Customer Testimonials, Reviews, & Reputation Checkup:

  • Have you set up Google Alerts and other notifications so you can monitor your online reputation?
  • Is it easy for customers to review your business?
  • Are there bad reviews floating around that need your response?


Related Resources:


Print Review | Marketing CheckupPrint Marketing

In the digital age, it’s easy to overlook print marketing, but printed materials are still valuable. According to a new survey by FedEx Office, professional printing services have helped 4 out of 5 small business owners stand out from the competition.


The survey also found:

  • 9 in 10 consumers agreed that the quality of printed materials is an indication of the quality of service provided by a business
  • 85% of consumers said they are more likely to shop with a small business that has custom / professionally printed materials, such as business cards, signs, flyers, or banners


Print Material Checkup:

  • Do all of your print materials have updated information?
  • Are the font, colors, logo, taglines, and overall message in alignment with your current brand image?
  • Is it time to update any of your print materials?
  • Are there any print advertising opportunities you should look into?

If you’re running any print marketing campaigns, can you track your ROI (Return on Investment)?


Related Resources:


Marketing Tools

Marketing Tools & Software (SaSS)

Take a few minutes to confirm that all content marketing tools that you’re currently paying for are worth the money you’re investing. These (sometimes small monthly) fees can add up fast, and if there are some that no longer serve you, it’s time to kick them to the curb.

On the other side, it seems like almost every day, there’s a new content marketing tool on the market. It might be time to look into a few tools that could save you time and energy in the long run.

Also, with many of these tools, you usually get a discount if you pay for them annually instead of monthly. Once you’ve assessed which tools are best for you, consider switching from monthly to annual payments, and you’ll save yourself some money.  


Marketing Tools Checkup:

  • Are you paying for any marketing tools that are not giving you a return on investment and aren’t worth keeping?
  • Are there any marketing tools out there that would be worth your investment?


Are there any marketing tools you regularly use that you should pay for annually instead of monthly to save money?


Related Resources:


Educational OutreachEducational, Media, Presentation & Outreach

Outreach marketing has the power to help businesses break free from the background noise all marketers fight against in today’s over-saturated media environment. It humanizes, connects, and encourages the deep development of networks that often produce potent results far beyond any simple SEO or content marketing plan.


Educational, Media, Presentation & Outreach Checkup:

  • Are all your presentations up-to-date?
  • If you’re involved in tradeshows or other events that require display materials, are your displays up-to-date?
  • Are there out-of-date media items online that misrepresent your company?
  • Are you submitting press releases?
  • Are there educational marketing materials you could create to push your potential customers through the sales cycle (i.e., white papers, case studies, FAQs)?
  • Are there any business or networking affiliations you should join?
  • Are there any business or networking affiliations you are currently paying for that aren’t providing a sufficient ROI?
  • Are there any classes you should take or certifications you should look into taking?
  • Have you considered outreach programs like:
    • Attending conferences / tradeshows / networking events?
    • Guest blog writing or presenting on a podcast?


Related Resources:


Revenue Review

Revenue, Tracking, Budgeting, & ROI

Bring together all the marketing benchmarks your company has set and the results from any campaigns or experiments you ran that have finished; how would you rate your overall results?


Revenue, Tracking, Budgeting & ROI Checkup:

  • Are you currently tracking the ROI of your marketing efforts?
  • Have you set and followed your marketing budget?
  • Are you on track to meet your marketing goals?
  • What could you do to improve the ROI of your marketing campaigns?


Related Resources:


How Did Your Marketing Review GoIt’s Time to Review Your Current Marketing Efforts

I hope you’ve gone through this marketing checkup exercise and found a few ways you can improve your current marketing plan. 

If you’d like help furthering your success, Propel Marketing & Design is committed to providing excellent digital marketing guidance, courses, and practices. 

Check out our free course, the 5 SEO Secrets to Owning the First Page of Google Without Buying Ads, and contact us to learn more.