Marketing Inventory Form
This marketing inventory covers information relating to your company, your existing web presence and marketing assets, and you competition.

Expect to spend 20-30 minutes completing this form in detail.

  • Website Information

    This information helps us dig into your existing online presence and performance.
  • Google Analytics, KISSMetrics, HubSpot, etc.

  • Marketing Assets

    This information helps us develop a comprehensive understanding of your current marketing materials, platforms, and resources. This framework helps us to specifically identify your marketing strengths and weaknesses, and develop a marketing GamePlan tailored to meet your needs.
  • Marketing Database: A spreadsheet of contact information (name, email, company name, website) for people who have expressed some interest in your company at some point in the past.

  • Upload Existing Marketing Materials

    Example: print materials, brochures, mailers, magazine ads, opinion editorials, white papers, business cards, etc.

  • Social Media Profiles

    Enter the web addresses to each of your company's social media profile pages.
  • One profile per line.

  • Quality Lead Identification

  • Competition

    Understanding your competitive landscape helps us to identify areas of opportunity.

  • Buyer Persona Overview

    To create great marketing, you need to add value through education to your audience. The first step in this process is to understand your audience and your buyers. Buyer personas are simply a fictional representation of your typical buyers. Use the three fields below to share who your typical buyers are by job title and some details on their day to day lives. This will serve as a starting point to the full persona development process.
  • What does their day to day job look like? What type of education or certifications do they hold? Who do they answer to? What keeps them up at night?
  • What does their day to day job look like? What type of education or certifications do they hold? Who do they answer to? What keeps them up at night?
  • What does their day to day job look like? What type of education or certifications do they hold? Who do they answer to? What keeps them up at night?