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Marketing Readiness Assessment

Score each item: 0 = not in place, 1 = partial, 2 = solid. Add quick notes on gaps. Pick the lowest areas as your starting point.

Foundations​

  • Clear positioning statement that the team uses
  • Ideal projects, budgets, and locations defined
  • Simple offer and pricing logic documented
  • One owner for marketing decisions and follow-through

Trust and Relationships​

  • Referral process with asks built into project milestones
  • Active partner list (architects, designers, suppliers) with touchpoints
  • Past client reactivation list tagged and reachable
  • Client experience checklist for handoffs, updates, and after-care

Digital Presence​

  • Website loads quickly and makes it obvious what you do, where, and for whom
  • Clear calls-to-action and contact paths (phone, form, calendar)
  • Google Business Profile verified, accurate, and updated with photos/posts
  • Directory listings are consistent for name, address, and phone

Content and Proof​

  • Recent projects documented with photos, scope, and budget ranges
  • At least five strong reviews with owner replies
  • Pricing/expectations explained somewhere prospects can read
  • Simple nurture plan (email or social) that runs weekly or biweekly
  • Tracking in place (UTMs on ads, conversions firing)
  • Retargeting active for site visitors and engaged leads
  • Budgets tied to allowable CPA and lead goals
  • At least two creative variants per active campaign

Sales Enablement​

  • Discovery questions documented and used on calls
  • Calendar link configured with buffer times and reminders
  • Proposal or scope template ready to send fast
  • Objection responses written for the top 5 concerns

Systems and Analytics​

  • CRM captures every lead with source and stage
  • Follow-up tasks auto-created for new leads and no-shows
  • Weekly or biweekly dashboard reviewed by the team
  • Recurring tasks scheduled for content, reviews, and maintenance

How to use this​

  • Any 0 in Foundations, Trust, or Digital Presence is the first fix.
  • Pick 2–3 low scores, set owners, and schedule work in the related section of the playbook.
  • Re-run this checklist every quarter; keep notes in your client workspace so trends are visible.