Grade My Marketing Grade Your Marketing Mix On a weekly basis how often are you posting to social media?Not at allOnce a week2 to 3 times a weekEvery dayAre you promoting your social post with "Brand reach" and "Engagement" objective Facebook ad campaigns?NoYesDo you use Voicemail Drops or SMS Text Campaigns to communicat with your clients?YesNoIn the last 6 months have you sent any direct mail to active clients?yesnoIn the last 6 months have you sent any direct mail to prospects you have in your database?yesnoAre your currently using any video in your marketing mix?YesNoDo you have a system in place or a process to ask for referrals?YesNoAre you using a CRM to log and track consumer information and engagment data?YesNoI keep everything in a file cabinetDo 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. YesNoOn average how often do you run lead generation programs?Every MonthOnce Every 3 MonthsOnce Every 6 MonthsWhen I can afford itNeverOn 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. NeverWhen ever their policy is up for renewalOne to FourFive to NineTen to FifteenSixteen to Twenty FiveTwenty Five or moreWhat would you say your marketing message is most like?Solution-oriented with a focus on educationSales-oriented with a focus on product featuresAre you implementing Call-to-Actions within your marketing to drive people to your website or social media channels?YesNoHow 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 monthOnce every 3 monthsOnce every 6 monthsOnce every 12 monthsNeverDo you have a Google My Business Listing set up?YesNo
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