Contact Information
First Name
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Phone
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Business Name
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Email
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How effectively do you measure your marketing results?
Very effectively, we track everything with analytics tools.
Somewhat effectively, we monitor a few key metrics.
Not effectively, we only glance at results occasionally.
We don’t track results at all.
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How comfortable are you with adopting new marketing strategies or tools?
Very comfortable, we love experimenting.
Comfortable, but we take a measured approach.
Somewhat hesitant, but we’re willing if there’s a clear benefit.
Not comfortable, we stick to what we know.
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How do you feel about automation in marketing?
It’s essential for scaling and efficiency.
It’s useful but needs to stay personalized.
I’m skeptical but open to trying it.
I prefer to keep everything manual and personal.
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Where do you see the biggest opportunity for growth in your marketing efforts?
Increasing leads.
Improving conversion rates.
Strengthening customer retention.
Building a recognizable brand.
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What’s your biggest frustration with marketing?
Lack of leads or traffic.
Converting leads into customers.
Consistency in campaigns or messaging.
Understanding what’s working and what isn’t.
Other
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How well do you know your ideal customer?
Extremely well, we have detailed profiles and data.
Fairly well, we have a good idea but need more insights.
Somewhat, but it’s something we need to work on.
Not well, it’s a big gap in our marketing strategy.
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How would you describe the role of marketing in your business growth?
Essential, it drives most of our growth.
Important, but we haven't fully tapped into its potential.
Supportive, but not a primary focus.
Secondary, we rely more on referrals or other channels.
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How consistent is your marketing execution?
We have a clear plan and follow it regularly.
We have a plan but don’t always stick to it.
We don’t have a formal plan but do marketing ad hoc.
We rarely do any marketing consistently.
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What are your primary objectives for using marketing automation?
Lead Generation
Customer Retention
Sales Growth
Brand Awareness
Other
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What is your monthly budget for digital advertising?
Under $500/month
$500 - $1000/month
$1000 - $5000/month
Over $5000/month
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Are you currently using traditional advertising methods (e.g., radio, print, direct mail)?
Yes
No
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Which types of digital ads are you running? (Select all that apply)
Display ads
Social media ads
Search ads
Retargeting ads
What is your monthly budget for marketing automation tools and services?
Under $500/month
$500 - $1000/month
$1000 - $5000/month
Over $5000/month
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How quickly are you looking to implement a marketing automation solution?
Immediately
1-3 months
3-6 months
More than 6 months
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What is the biggest challenge you're currently facing in your marketing efforts?
Lead Generation
Conversion Rates
Customer Retention
Marketing Efficiency
Other
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Which of the following methods are you currently using to generate traffic? (Select all that apply)
Running ads
Maintaining an email list
Using a lead generation tool
SEO
Content marketing
Social media
If this challenge were resolved, what would be the most significant benefit to your business?
Significant revenue increase
Improved customer loyalty
Increased efficiency
Better brand recognition
Other
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