Name
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First Name
Last Name
Email
*
What are your primary products or services?
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Who is your target audience? (Demographics, interests, behaviours)
What are your unique selling propositions (USPs)?
Which marketing channels are you currently using for customer acquisition? (e.g., social media, PPC, SEO, email marketing)
What tools and platforms are you using for your marketing efforts? (e.g., CRM systems, email marketing platforms, analytics tools)
How do you track the performance of your marketing campaigns? What metrics do you use?
What are your current lead generation tactics? (e.g., content marketing, ads, referrals)
What is your current conversion rate from leads to customers?
How do you score and prioritise leads?
How do you collect data on potential and existing customers? (e.g., website analytics, CRM systems, customer feedback)
What type of customer data do you collect? (Demographics, purchase history, behaviour)
How do you analyse and utilise this data to inform your marketing strategies?
How personalised are your current marketing efforts? (e.g., email campaigns, website content, ads)
What personalisation tools or methods do you currently use?
How do you engage with your customers post-purchase? (e.g., loyalty programs, follow-up emails, surveys)
What are your current customer support processes? (e.g., live chat, phone support, email support)
How do you measure customer satisfaction and support effectiveness? (e.g., response times, resolution rates, customer satisfaction scores)
What are your current strategies for customer retention? (e.g., loyalty programs, personalised offers, regular communication)
What AI or automation tools are you currently using, if any? (e.g., chatbots, predictive analytics, automated email marketing)
How well are your current tools and platforms integrated?
Are there any processes you believe could benefit from automation but currently are not?
What are the biggest challenges you face in customer acquisition?
What are the main issues in retaining customers?
Are there specific areas where you feel you lack sufficient data or insights?
What are your primary goals for improving customer acquisition and retention?
What metrics or KPIs are most important to you in measuring success?
What are your expectations from incorporating AI into your marketing and support strategies?
What is your budget for implementing AI solutions?
Do you have in-house expertise for managing AI tools, or will you require external support?
What timeline are you looking at for implementing these AI-driven changes?
Are there any specific AI tools or solutions you are interested in exploring?
Do you have any existing partnerships or integrations that should be considered in the audit?
Are there any recent changes or upcoming projects that might impact your marketing or customer support strategies?
