Marketing Lifecycle Coverage
How much of your actual marketing program does your current setup handle — from research to analysis?
Which stages of your marketing program does your current setup actually handle without significant manual effort?
Mostly just scheduling and sending — everything before that is manual
Distribution and some basic reporting, but content and strategy are all on us
Distribution, reporting, and some templated content — strategy and creative are still manual
We have tools covering most stages, but they don't connect — our team manages the handoffs
Research, strategy, content, distribution, and analysis are all handled in one connected system
When you launch a campaign, where does your team spend the most time?
Writing all the copy, building all the assets, and figuring out the strategy from scratch every time
Adapting templates and coordinating between team members and tools
Reviewing drafts and making edits before publishing
Light editing and approvals — the platform handles most of the production
Approving output — research, content, and distribution are handled by the platform
How does your marketing analysis feed back into your next campaign?
It mostly doesn't — we check dashboards occasionally but rarely change course based on data
We review reports monthly and make broad adjustments to the plan
We review weekly and adjust channel mix or content topics based on results
Performance data informs the next campaign's strategy, but the connection is still manual
Analysis feeds directly back into the next planning cycle automatically — every campaign gets smarter
How would you describe your current marketing research process?
We mostly go on gut instinct and past experience
We do occasional research when planning a new campaign or quarter
We use a dedicated research tool or process, but it sits separate from our content and strategy work
Research is part of our planning cycle but requires significant team time to execute
Research is built into our workflow and informs strategy and content automatically
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Tool Stack Efficiency
How much of your marketing budget and team time is disappearing into tool sprawl, overlapping subscriptions, and integration overhead?
How many separate marketing tools does your team actively use each week?
More than 8 — we have a tool for almost everything
5 to 8 tools with varying levels of integration between them
3 to 5 tools that cover most of our needs
2 to 3 tightly connected tools with minimal overlap
One primary platform handles the full marketing program
How often do your team members spend time on integration maintenance — fixing broken syncs, checking data accuracy between platforms, or debugging automations?
Multiple times a week — integration issues are a regular part of the job
At least once a week, usually when something breaks silently
A few times a month — mostly minor issues
Rarely — integrations are stable and require minimal maintenance
Never — everything lives in one system with no integration overhead
When you audit your subscriptions, how much feature overlap do you find across tools?
Significant overlap — we are paying for the same features in multiple tools
Some overlap — a few features are duplicated but we use the best version in each tool
Minimal overlap — we have mostly rationalized the stack
Very little overlap — each tool handles a distinct function
No overlap — one platform handles everything without duplication
How does your team move content and data between tools during a campaign?
Manually — copy, paste, reformat, repeat across every platform
Mostly manual with a few automations that partially help
We have workflows set up but they require monitoring and occasional manual intervention
Mostly automated with rare manual steps
Content flows automatically across channels from one system — no reformatting required
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Content Production Capacity
How consistently can your team produce and distribute quality content without burning out or falling behind?
How consistently does your team publish content across your primary channels?
Inconsistently — we publish when we have time, which is not often
Sporadically — we have bursts of activity followed by weeks of silence
Fairly consistent but below the volume we know we need
Consistent at a good volume, but it takes significant team effort to maintain
Consistent at the volume we need, with the platform handling most of the production work
How long does it typically take your team to go from campaign concept to live content?
More than three weeks — the process involves too many people and handoffs
Two to three weeks — we move as fast as our freelancers and reviewers allow
One to two weeks — we have a process but it still takes time
Less than a week for most campaigns
Days, not weeks — content is ready to approve quickly and goes live fast
Who writes the copy for your emails, landing pages, ads, and blog posts?
Whoever has time — it rotates and quality varies
A mix of team members and freelancers with inconsistent turnaround times
A dedicated person or agency, but we are constrained by their capacity and cost
A combination of platform-generated drafts and team editing
The platform generates drafts in our brand voice and our team approves — not writes
How well does your content maintain a consistent voice and message across channels?
They rarely do — each piece is built in a different tool by a different person
Somewhat consistent, but we notice gaps when we look at everything together
Consistent in tone but not always aligned in message or timing
Mostly consistent — we have brand guidelines and review processes that help
Fully consistent — all content is built from the same strategy in one system
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Strategy and Planning
How connected is your day-to-day marketing activity to a clear strategy grounded in market research and business goals?
How does your team decide what marketing content to create each week?
We figure it out as we go — no consistent process for deciding what to create
We have a rough sense of topics and channels but no formal plan driving the decisions
We have a content calendar that guides decisions, built from a quarterly plan
A documented strategy drives our content decisions, updated regularly based on performance
Our platform surfaces content opportunities based on market research and our strategy — we approve the direction
How connected is your marketing activity to specific, measurable business goals?
Marketing runs mostly independently from business goals — we focus on activity metrics
We know what the business goals are but our marketing plan is not directly tied to them
Our strategy references business goals and we track whether we are moving in the right direction
Marketing goals are derived from business goals and we report on both regularly
Every campaign has a clear connection to a business goal and we measure the full chain from content to outcome
How often does your marketing strategy get updated based on market changes or competitor moves?
Rarely — we set a plan at the start of the year and mostly stick to it
Quarterly — we revisit the plan at the start of each quarter
Monthly — we review and adjust the plan based on what we are seeing
Weekly — our team reviews performance and market signals and adjusts the plan
Continuously — our strategy updates automatically as market conditions and performance data change
How does competitive intelligence factor into your marketing decisions?
It mostly doesn't — we are focused on our own plan and rarely look at what competitors are doing
We check competitor websites and social occasionally but it rarely changes our approach
We do periodic competitive audits and factor findings into our planning cycle
Competitive research is part of our regular planning process and influences content and channel decisions
Competitive intelligence is built into our workflow and automatically surfaces gaps and opportunities we can act on
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Team Bandwidth and Leverage
How much of your team's available time goes to actual marketing output versus managing tools, coordinating handoffs, and doing work the platform should handle?
How much of your team's weekly time goes to coordination tasks rather than producing marketing output?
More than half — coordination is a major part of the job
About a third — we spend a lot of time managing the work, not doing it
Around 20% — coordination is present but manageable
Less than 10% — we have streamlined most of the coordination overhead
Minimal — the platform handles coordination and our team focuses on approvals and decisions
When a team member leaves or is unavailable, how much does your marketing output drop?
Significantly — one person's absence stops or severely slows the whole program
Noticeably — we can cover basics but quality and volume both drop
Somewhat — we slow down but the program continues
Minimally — we have documented processes that others can follow
Very little — the platform handles most of the execution and the team handles approvals
How does your marketing team's output scale when business demands increase?
We hire freelancers or an agency and accept the cost and coordination overhead
We stretch the team and accept lower quality or longer timelines
We prioritize ruthlessly and drop lower-priority work to make room
We have some capacity built in and can absorb moderate increases without major disruption
The platform scales with demand — more output does not require more headcount or subscriptions
How much of your team's time goes to work that a platform should handle — writing first drafts, building assets, scheduling posts, pulling reports?
Most of it — our team is doing all the execution work themselves
A lot — we use some tools to help but the team still does most of the production
About half — tools handle some execution but the team carries the rest
A minority — the platform handles most execution and the team focuses on quality and strategy
Very little — our team approves output, they do not produce it
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Measurement and Optimization
How clearly can you see what is working, and how quickly does that insight change what you do next?
Where does your marketing performance data live, and how do you access it?
Across multiple dashboards in different tools — getting a complete picture requires significant manual effort
Mostly in separate tools, but we have a reporting process that pulls it together monthly
In a centralized dashboard that aggregates most of our key metrics
In one place with clear visibility across channels and campaigns
In one system that surfaces insights in plain language without requiring manual data pulls
How quickly does performance data change what your team does next?
Slowly — we review data monthly at best and changes take weeks to implement
We adjust quarterly based on what we see in reports
We review weekly and make adjustments to the following week's plan
We adjust in near real-time based on campaign performance signals
The platform adjusts automatically and flags decisions that need our input
How confident are you in the accuracy of your marketing performance data?
Not confident — data is inconsistent across tools and we are not sure what to trust
Somewhat confident in some metrics but we know there are gaps and discrepancies
Fairly confident in our core metrics, though some data requires manual reconciliation
Confident — our data is clean and we trust it enough to make decisions from it
Fully confident — data is unified in one system with no reconciliation required
How does your team measure whether marketing is contributing to business outcomes, not just marketing metrics?
We mostly track marketing metrics and do not have a clear line to business outcomes
We track both but the connection between them is not well established
We have some attribution in place that connects marketing activity to pipeline or revenue
We have solid attribution and report on marketing's contribution to business outcomes regularly
Every campaign is measured against business outcomes and that data feeds directly back into strategy
Next Section
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