Grade My Marketing Grade Your Marketing Mix On a weekly basis how often are you posting to social media? Not at all Once a week 2 to 3 times a week Every day Are you promoting your social post with "Brand reach" and "Engagement" objective Facebook ad campaigns? No Yes Do you use Voicemail Drops or SMS Text Campaigns to communicat with your clients? Yes No In the last 6 months have you sent any direct mail to active clients? yes no In the last 6 months have you sent any direct mail to prospects you have in your database? yes no Are your currently using any video in your marketing mix? Yes No Do you have a system in place or a process to ask for referrals? Yes No Are you using a CRM to log and track consumer information and engagment data? Yes No I keep everything in a file cabinet Do you have marketing materiel that relates to different consumer personas?Example: Guidebooks for Social Security Maximization - Workshops on Real Estate Tax Deferral Strategies - Webinars on Estate Planning - Planning strategies for Millennials or Pre-Retirees... etc. Yes No On average how often do you run lead generation programs? Every Month Once Every 3 Months Once Every 6 Months When I can afford it Never On average how many times a year do attempt to communicate with a single client?This includes any type of individual or mass communication: Newsletters, Portfolio Updates/Reviews, Market Trends Updates, Holiday/Birthday cards, in-person events, webinars, emails, phone calls, pie giveaways, charity sponsorships... etc. Never When ever their policy is up for renewal One to Four Five to Nine Ten to Fifteen Sixteen to Twenty Five Twenty Five or more What would you say your marketing message is most like? Solution-oriented with a focus on education Sales-oriented with a focus on product features Are you implementing Call-to-Actions within your marketing to drive people to your website or social media channels? Yes No How smart is your website? Check all that apply. We have lead magnets downloads We have auto responders for contact request We have a video education library We published educational blogs Our Website is mobile responsive We have installed facebook pixels We offer live chat On average how often do you engage, put-on, or sponsor events that involve your target consumer?Events could be educational workshops, social golf outings, charity events.. etc. Once a month Once every 3 months Once every 6 months Once every 12 months Never Do you have a Google My Business Listing set up? Yes No
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