The TradeOS Revenue Audit

The TradeOS Revenue Audit helps us evaluate the current state of your marketing strategies and systems at your business to identify gaps and opportunities.

Please complete it to the best of your knowledge.

Thank you!

Full Name

Email *

Reputation Activities

Do you have a proactive system for creating positive content about your business and disseminating it on the web?

Yes

No

Do you have a system for monitoring what is being said about your business on the web and social media?

Yes

No

Do you have a reputation-saving approach to responding to clients that have expressed disappointment in your products/services?

Yes

No

Do you have a reliable system of collecting and creating client testimonials and success stories?

Yes

No

Has your website been effectively optimized for search engine results?

Yes

No

Has your website been kept current with news/awards/changes?

Yes

No

Is your business currently ranking on page 1 of search engine results for competitive keyword phrases?

Yes

No

Do you have complete business listing profiles in the major search engines?

Yes

No

Do you have an active social media presence?

Yes

No

Do you conduct PR/media relationships/radio/newspaper/magazine interviews/event participation in your industry and local community?

Yes

No

Do you hold or run special events such as educational seminars, new product introductions, end of the year promotions, private sales, meet the management events, meet the manufacturer events, client appreciation events, etc.?

Yes

No

Reach Activities

Do you have a written marketing strategy and tactical implementation plan that you continuously apply and follow?

Yes

No

Have you identified the sources where all (or at least most) of your business is coming from and how to stimulate more people from those specific sources to purchase from you?

Yes

No

Do you know your allowable cost of acquiring a new prospect and/or clients?

Yes

No

Do you have a direct response-formatted website?

Yes

No

Do you perform effective (meaning successful at both attracting and converting) search engine optimization that builds more prospects, buyers or business?

Yes

No

Do you have a target prospect list of strategic partners? (i.e., companies that either already have a strong relationship with the same people you want to sell, or new, competitive organizations that have more to gain than you do by seeing you sell your product/service to more people/companies)

Yes

No

Do you have any strategic alliances actively in place right now that are generating you new prospects/clients/revenue flow?

Yes

No

Resell Activities

Have you identified complementary cross-sell offers for all of your products and services?

Yes

No

Is your staff trained in identifying and offering up-sell, cross-sell and down-sell opportunities?

Yes

No

Is your staff compensated for up-sell, cross-sell and down-sell sales success?

Yes

No

Are you up-selling all customers at the initial point of purchase?

Yes

No

Is the average number of referrals you get every month increasing or decreasing?

Decreasing

Increasing

Do you hold or run special events such as seminars, new product introductions, end of the year promotions, private sales, meet the management events, meet the manufacturer events, meet the creator-type events, etc. to encourage referrals?

Yes

No

General

Do you have someone working on the marketing of your business that has training in marketing?

Yes

No

Do you have someone at your business spending at least 50% of their time dedicated to marketing?

Yes

No

Do you have a growth mindset at your business?

Yes

No

Do you have a “sales and marketing culture” at your business?

Yes

No

Do you have a powerful, unique value proposition that you communicate consistently to your market?

Yes

No

Does your marketing make irresistible offers to your prospects or potential buyers?

Yes

No

Have you formally surveyed your clients to find out exactly why they buy from you versus the competition?

Yes

No

Do your marketing, sales approaches and advertising activities focus on benefits or features?

Features

Benefits

How do you feel after completing this questionnaire?

Same or hopeless

Excited and I know I need help, can you please help me?

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