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Self-Assessment

Small Business Marketing Audit Checklist

1. Website Strategy

2. Local SEO & Reputation

3. CRM & Automation

Calculate Your Strategy Score

Enter your details to see your score and get a full gap analysis report.

Frequently asked questions

What is a small business marketing audit checklist?

It's a self-assessment that checks whether your website, local SEO, reputation and follow-up systems are doing their job. This one gives you a strategy maturity score and a gap analysis.

What does the marketing audit checklist cover?

Three areas: website strategy, local SEO and reputation, and CRM and automation, with specific yes/no checks in each.

How fast should I follow up with a new lead?

Within 15 minutes of the inquiry is the benchmark on this checklist. The longer a lead waits, the more likely they've called someone else.

How quickly should I respond to customer reviews?

Within 48 hours, per this checklist. Prompt replies show customers you're paying attention.

What should my website explain in the first 5 seconds?

Exactly what you do, who you do it for and what to do next. If a visitor can't tell that quickly, many will leave.

Why should every website lead go into a CRM automatically?

So no inquiry gets lost in an inbox and every lead gets tracked and followed up. Automatic capture is the foundation for fast follow-up and reminders.

Do automated appointment reminders really cut no-shows?

Yes. Automatic reminders by text or email are a simple, widely used way to reduce no-shows, which is why they're on this checklist.

What does my strategy maturity score tell me?

It shows how many core systems you have in place. A lower score points to the missing pieces, and the gap analysis report explains what to fix first.

Your next best step

Jared Casper, Founder of CasperB2B
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