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Marketing Initiative Self Evaluation

Use this free Marketing Initiative Self-Evaluation Resource to get an internal pulse on how your current initiatives are performing.

Capturing this intel will help you prioritize your 2025 initiatives and help you achieve your annual goals more efficiently.
Work on it individually or make it a great team-building exercise.

2025 Marketing Self Eval

Instructions for Use:

Use the descriptions to help you define “performance.”
Independently or together, use the radio buttons to rank your current performance on each initiative (0 = N/A; 1=low; 5=high).
Use the comments field to add additional context for each grade. Be specific & keep it candid but constructive.
Click “submit,” and your results will be compiled and emailed to you. Sort them by 1-3 (needs work) vs. 4-5 (in good shape).
Determine which ones provide a return on investment of time, money, and people resources.
Assign resources (people, time, and budget) toward each priority and set milestones toward achieving them.
For help, contact us.

Easy Online Form: Reference the instructions provided & simply follow the prompts below. *BONUS: Results & recommendations will be emailed to you upon completion.

Download: Alternatively, you can click the adjacent button to access a Google Sheet for DIY online or offline completion.

Need help or want feedback? Contact us.

Marketing Initiative Self Evaluation - Online Form

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First & Last Name(Required)

Email Address(Required)

Company/Org Name(Required)

Company Website URL

Marketing Planning & Strategy

Benchmarking and Goal Setting

You have metrics, documented goals & an action plan to achieve them.

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Team Observations and Goals.

Brand Positioning & Messaging

Your value proposition is unique & your messaging is clear.

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Comments

Team Observations and Goals.

Persona and Audience Insight

You have identified your target audiences demographically, psychographically, behaviorally, etc.

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Comments

Team Observations and Goals.

Marketing Technology

You have all of the tools & technology your team needs for marketing, sales & support.

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Comments

Team Observations and Goals.

Marketing Budget

You have accurate historical financials & annual budget projections.

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Comments

Team Observations and Goals.

Marketing & Advertising

Website

Your website meets all strategy, usability, style, content, & SEO requirements.

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Comments

Team Observations and Goals.

Email Marketing

You are consistently running & tracking email campaigns that are segmented & following GDPR guidelines.

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Comments

Team Observations and Goals.

Email Signature Lines

You are centrally managing your team's email signatures & using timely CTAs.

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Comments

Team Observations and Goals.

Automation/Journeys

You have documented customer journey maps & email marketing automation in place.

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Comments

Team Observations and Goals.

Blogs

You are writing at least 4 blogs/month that are high-quality, content-rich, targeted, & SEO'd.

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Comments

Team Observations and Goals.

Public Relations/Earned Media

You are utilizing PR & Media to generate brand awareness, promote thought leadership & support your SEO strategy.

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Comments

Team Observations and Goals.

Social Media

You are consistently posting to the right platform(s) with the best message & tracking results.

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Comments

Team Observations and Goals.

Events

You have a documented strategy & budget for before, during & after in-person and/or virtual events.

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Comments

Team Observations and Goals.

Podcasts

You participate in existing podcasts as a thought leader and/or run your own.

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Comments

Team Observations and Goals.

Videos

You are consistently creating & posting videos to drive traffic, capture leads, nurture prospects, close deals & hire talent.

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Comments

Team Observations and Goals.

Graphic Images/Visual Assets

You are consistently producing quality image & typographic assets that support your desired brand perception across all channels.

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Comments

Team Observations and Goals.

Downloadable or Gated Lead Magnets

You are consistently producing ebooks, checklists, infographics, & other resource guides to nurture prospects.

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Comments

Team Observations and Goals.

SEO

You are utilizing the latest SEO best practices & Google algorithm changes across all of your marketing channels.

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Team Observations and Goals.

Paid Advertising

You are aware of your competitor's use of paid ads, how you compare & have an experienced team managing your paid ad spend.

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Comments

Team Observations and Goals.

Signage

Your brand signage (interior, exterior & event) is professional, up-to-date, & on-brand.

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Team Observations and Goals.

TV/OTT(Streaming)

You are utilizing cost-effective, targeted TV/OTT to reach your target audience where they are watching & tracking results.

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Team Observations and Goals.

Radio

You are utilizing cost-effective, targeted radio for campaign promotions & tracking results.

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Team Observations and Goals.

Direct Mail

You are using direct mail to reach prospects & customers in their homes or office with targeted messaging, offers, or thank yous.

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Comments

Team Observations and Goals.

Sponsorships

You have a sponsorship strategy in place that supports your mission & values, while increasing your exposure to new leads & revenue.

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Comments

Team Observations and Goals.

Networking

You are actively networking within circles that will foster mutually-beneficial relationships & generate new business opportunities.

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Comments

Team Observations and Goals.

Joint Ventures, Partnerships

You are aligned with other providers to complement your product/service offerings & have documented agreements in place.

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Comments

Team Observations and Goals.

Reputation Management

Technology/Tools

You have a system in place to efficiently monitor & manage your brand's online reputation.

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Comments

Team Observations and Goals.

Customer Feedback/Surveys

You are aware of your customer's perceptions and have a survey system in place to consistently monitor changes throughout the customer journey.

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Comments

Team Observations and Goals.

Online Reviews

You are proactively obtaining positive Google reviews and have a system in place to promote them.

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Comments

Team Observations and Goals.

Loyalty Program

You have a customer retention strategy in place that includes a loyalty or continuity program.

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Team Observations and Goals.

Reporting & Analysis

Data Integrity

You and your team are all working off of a centralized, current, clean contact database & scrubbing it regularly.

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Team Observations and Goals.

Performance & Technical Reports

You have a 30-60-90 day reporting & performance review cadence in place & share that with your team for transparency (engagement, leads, retention, budget vs actual, etc.).

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Team Observations and Goals.

Competitor Research Reports

You are aware of how competitors' metrics compare to yours & how to leverage that information to better position your brand.

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Team Observations and Goals.

Financial Reporting

Financial data is accurate & marketing, sales, and accounting teams are consistently & effectively collaborating & sharing data to help make informed business decisions.

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Team Observations and Goals.

Other/New Ideas/Wish List

Hiring/Restructuring

You have the right butts in seats who get it, want it & have the capacity to help you meet your annual goals.

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Team Observations and Goals.

Add Your Own

What other initiative(s) would you like to evaluate as part of this exercise?

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Team Observations and Goals.

Email

This field is for validation purposes and should be left unchanged.

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