Marketing Audit Request

Fill out the form below to start your comprehensive marketing assessment

Company Information

Contact Person

Optional - Select an existing contact or add a new one

Social Profiles

Target Keywords (for heat maps)

Leave blank to use default keywords

Business Information

Used for lead tracking and revenue attribution

Additional Marketing Checklist

Answer Yes or No for each item to get a complete marketing assessment

Reach

Are you running Google Local Service Ads?

Are you getting active Facebook/Instagram engagement (not just posting)?

Are you running Google PPC Ads?

Are you running Facebook Ads

Are you running retargeting ads to unconverted leads?

Do you have premium directory listings (Angi, HomeAdvisor, etc.) set up?

Are you using pay-per-lead services?

Referral

Do you have a referral incentive program in place?

Is your referral program promoted on your website?

Is your referral program advertised in your newsletter and communications?

Do you have a proactive system set up to get referrals from realtors and insurance agents?

Reputation

Do you have a system to request reviews from customers?

Are your best reviews displayed on your website?

Do you run automated email campaigns to request reviews?

Do you share your positive reviews on social media?

Do you respond to reviews (positive and negative)?

Resell

Do you have automated lead nurture/conversion campaigns set up?

Do you have an email database for marketing?

Do you periodically run cross-sell campaigns to your former customers?

Do you send a monthly newsletter to your customers to stay top of mind with them?

Sales

Do you follow up with leads in 5 minutes or less?

Do you answer every phone call and set an appointment on the call?

Do you follow up with every lead at least 15 times?

Do you have a 24/7 ai-driven sales bot answering questions and setting appointments?

Do you have an Voice AI Sales Receptionist that can answer 24/7?

Tracking & Analytics

Is Google Analytics installed and configured on your website?

Are you proactively tracking your keyword rankings?

Do you have call tracking in place for every channel (GBP, Website, Ads, and others) so you know where your calls are coming from?

Do you have an ROI tracking dashboard so you know if your marketing has an ROI?

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Your audit will be processed immediately and typically completes in 3-5 minutes