WiseLead Digital Marketing Audit
First Name
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Last Name
*
Email
*
Phone
*
Website
Do you have an automated system in place to capture reviews from customers?
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Yes
No
Have you recently completed a campaign asking your past customers to leave a review who have previously not?
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Yes
No
Do you respond to all (good & bad) reviews on your Google Business Profile?
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Yes
No
Are you posting updates to your Google Business Profile at least once per month?
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Yes
No
Do you consistently repost 5-star reviews to your social media channels?
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Yes
No
How many reviews does your business currently have?
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Less than 10
Between 11-50
More than 50
Do you prominently display your 5-star reviews on your website?
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Yes
No
Is your business listed across all major online business directories (Google, Yellow Pages, BBB, etc.)?
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Yes
No
Not Sure
Does your company have social media profiles?
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Yes
No
Do you regularly post to your social media profiles with fresh content?
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Yes
No
Do you have a website?
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Yes
No
How recently was your website optimized for Search Engine Optimization (SEO)?
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Within the last year
Over a year
Never / Not Sure
Do you have dedicated pages on your website for each service your provide and each service area?
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Yes
No
Do you have a clear understanding of where your current customers found you?
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Yes
No
Do you currently pay for advertising online (Google/Meta)?
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Yes
No
How much is your monthly budget for online advertising?
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<$500
$500-$1,000
$1,000-$2,000
$2,000+
Is your Google Business Profile optimized with pictures, reviews, services, etc.?
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Yes
No
Are you currently tracking all inbound phone calls and how many are missed?
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Yes
No
Do you have a system in place to capture lead information from missed calls?
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Yes
No
How quickly do you typically respond to missed calls?
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Less than 5 Minutes
Greater than 5 Minutes
Do you call back missed calls that do not leave a message?
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Yes - Always
Not Always
Never
Do you have a chat bot on your website to engage with online visitors?
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Yes
No
Is your website optimized for mobile viewing?
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Yes
No
Not Sure
Do you have a way to monitor and respond to all online inquiries including social media comments/messages?
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Yes
No
Do you have a form clearly displayed at the top of your website homepage to capture lead information?
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Yes
No
Do you have automated systems in place to respond to website leads instantly?
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Yes
No
Do you have a system mapped out to nurture leads into bookings?
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Yes
No
Do you have a clear follow up system in place to convert quotes/estimates into bookings?
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Yes
No
Do you have a method for storing a continually growing customer and prospect list?
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Yes
No
Do you send regular updates/promotions to all customers and prospects at least once per month?
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Yes
No
Do you use multiple communication channels (email, social media, SMS, etc.) to make offers to customers and prospects?
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Yes
No
Do you have a loyalty program for customers?
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Yes
No
Do you have a system in place to offer anniversary or birthday promotions to your customer list?
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Yes
No
Are you currently getting most of your customers through word of mouth and referrals?
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Yes
No
Do you believe marketing is important to grow your business?
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Yes
No
Not Sure
Does your business have a dedicated in-house marketing employee?
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Yes
No
It is a portion of someones role
Does all growth and marketing seem to fall to the business owner?
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Yes
No