Artificial Inteligence

Tait Pollack Published 24 Jun 2024 · Updated 29 Sep 2026 · 1 min read

By answering these acquisition and retention questions, with these we can gather a comprehensive understanding of your current situation, challenges, and opportunities, enabling us to provide a tailored and valuable audit.

Start your audit.

Answer what you can; only the first question is required.

Name *

Email *

Business Overview

What are your primary products or services? *

Who is your target audience? (Demographics, interests, behaviours)

What are your unique selling propositions (USPs)?

Current Marketing Strategies

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?

Lead Generation and Conversion

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?

Customer Data and Insights

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?

Personalisation and Engagement

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)

Customer Support and Retention

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)

Technology and Automation

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?

Challenges and Pain Points

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?

Goals and Expectations

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?

Budget and Resources

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?

Additional Information

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?