The Small Business Marketing Review opens by asking "Which best describes your business right now?" to tailor context, then walks through five 1–10 scale questions covering offer clarity, ideal-customer targeting, lead-to-customer conversion, customer retention and referrals, and brand and online presence — pinpointing exactly where the marketing funnel is strong or leaking. Two single-choice questions bookend the diagnostics: one on lead flow predictability and one on whether the owner tracks metrics like cost per lead, giving a full picture of both pipeline health and decision-making habits. An optional open-ended question invites owners to name their single biggest challenge in their own words. After submitting, the end screen thanks respondents and directs them to fix their two lowest-scoring levers first, turning the review into an immediate, actionable priority list.
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The five scale questions on offer clarity, targeting, conversion, retention, and brand give owners a scored snapshot of every major funnel stage, making it easy to see which area deserves attention first.
The "What's the single biggest marketing challenge holding back your growth?" question captures each client's self-identified pain point, giving coaches a concrete starting point for discovery conversations.
The "How predictable is your flow of new leads each month?" and "Do you track marketing metrics and know your cost per lead and customer?" questions quickly reveal whether a prospect has the foundations in place for agency work to succeed.
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