Assess whether you are effectively guiding your customer's journey. Identify actions you are taking for each level of that journey.
How To Complete The Assessment
Step 1: Fill out the below form to view the assessment slide
Step 2: Download your copy of the assessment slide
The chart shows the human decision-making process, often called the Customer Journey, or Sales/Lead Funnel.
Step 3: Fill in the white boxes
Column A: Size Of Population
Fill out each box to the best of your knowledge. You may not know the numbers at the start of this assessment. One goal of this assessment is to help you identify how you can measure each decision level.
Column B: Actions You Are Taking
In column B, list actions you are taking, or should be taking. A check-mark indicates you are taking this action. A box indicates that you are not yet taking that action.
The Five Asessment Questions
What actions are you taking to…
Question 1. Get discovered by people who don’t know you exist?
Question 2. Inform people who are engaging with you about your expertise with their problem?
Question 3. Show proof and details of your product to people who are ready to buy?
Question 4. Validate your customer’s decision to buy from you?
Question 5. Encourage your customers to promote their decision to buy from you?
Column C: Tools/Data Source
List in column C the tools you are using, or where to get data for each level. You may not have this information at the start of this exercise. The goal is to encourage you to seek sources of this data so that you are making informed marketing decisions.
Next Steps
Through completing this assessment, you may have identified gaps in your strategy. Work with your team to create a plan for closing those gaps.
