MARKETING AUDIT QUESTIONNAIRE This questionnaire is confidential and will be handled with the strictest of confidentiality. ABOUT THE BUSINESS Date: What is the business name? What is the business mission or vision? What is the primary nature of the business? What are the core products/services? What is unique about the products/services (unique selling proposition)? What is your position in the market? From which geographical region do your customers live? What are the markets or segments you operate in? This questionnaire is confidential and will be handled with the strictest of confidentiality 2 How long has the business existed, and are you a retailer, distributor, wholesaler or manufacturer? How many locations do you have and where are they? What stage in the product/service lifecycle is the business? Introduction Acceptation Maturity Decline At what operational capacity is the business operating? % What is the highest level the business has operated? % When was this achieved or during which ...
This questionnaire is confidential and will be handled with the strictest of confidentiality.
Date:
ABOUT THE BUSINESSWhat is the business name?What is the business mission or vision?What is the primary nature of the business?What are the core products/services?What is unique about the products/services (unique selling proposition)?What is your position in the market?From which geographical region do your customers live?What are the markets or segments you operate in?
This questionnaire is confidential and will be handled with the strictest of confidentiality
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How long has the business existed, and are you a retailer, distributor, wholesaler or manufacturer?How many locations do you have and where are they?What stage in the product/service lifecycle is the business? Introduction AcceptationMaturity DeclineAt what operational capacity is the business operating?%What is the highest level the business has operated?%When was this achieved or during which monthly cycles does this occur?What do you feel influences the business to perform well?How often do you introduce new products/services?What are they and what drives your new product/service decisions?
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Do you have any other sales or distribution channels? If yes, what are they?Who is the primary target market (core customers)?Who is the secondary target market (occasional customers)?What do you feel influences the customer’s purchase decision?Why do customers choose your products/services over your competitors?Do you consider the business to be innovative, contemporary or traditional?
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BUSINESS ANALYSIS (SWOT)What are the business (internal) Strengths:What are the business (internal) Weaknesses:What are the business (external) Opportunities:What are the business (external) Threats:
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CORPORATE IDENTITYLogoHow new is your corporate logo and identity?How relevant is your logo and identity to your corporate mission/vision?How relevant or aligned is your corporate logo and identity to your marketing position?What are the main corporate colours and how relevant are they to your marketing position orproduct/service segmentation?Do you have a parent group logo with umbrella sub-brands?Do you have any sub-brands or icons that represent your product/service segmentation?Is your logo/ID unique? Yes NoUnsureIs your logo/ID well known and recognisable? Yes NoUnsureIs your logo heritage strong & never to be changed? Yes NoUnsureDo the colours have any impact to be noticed?Yes NoUnsureDoes your logo/ID represent your product/service? Yes No UnsureDoes your logo/ID represent the vision or mission? Yes No UnsureDoes your logo/ID work well in your marketing? Yes No UnsureDoes your logo/ID work well in your advertising? Yes No Unsure
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NoNoNoNoNoNoNo
UnsureUnsureUnsureUnsureUnsureUnsureUnsure
Corporate ImageDo you have a modern corporate identity? YesDo you have a strategic image or collection ofimages that represent who you are? YesDo you have a corporate advertising style? YesDoes your image reflect your market position? YesDoes your image reflect your abilities & integrity? YesIs your image consistent across your marketingstationery, brochures, website, ads & signage? YesDo you enforce and control this image? YesSTAFFHow many staff does this business employ?How would you describe internal culture in the business?Does the business turn staff over frequently or encourage long-term loyalty?Does the business have staff performance incentives or career development planning?Does staff performance and morale influence sales or productivity?
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SALESWhat is the approximate sales turnover per annum? $What is the price range of your products? $What is the average price per sale? $How much would the average customer spend in a year? $What is your sales target over the next 12 months? $What % increase does this represent from current sales? %Are there seasonal or calendar influences in sales? If so, what are they?When are your sales peaks and troughs?Peaks:Troughs:What percentage of sales is due to:Repeat Business:Referral/Networks:Direct Selling:Direct Marketing:Traditional Advertising:Online Advertising:Website:Trade Marketing:Bonuses/Incentives:Sales Promotions:
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MARKETING
What marketing activities have been undertaken and how did they rate?
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What is your approximate marketing budget per annum? $Is this at least 3-4% of your annual turnover?What is the approximate budget percentage breakdown:Corporate Marketing Materials: %Word-of-Mouth Referrals/Networks: %Website and Online Advertising: %Directory Advertising: %Direct Selling: %Advertising TV/Radio/Paper/Mag: %Sponsorships/Endorsements: %VIP Loyalty Marketing Programs: %Sales Promotions/Competitions: %Tradeshows/Event marketing: %Industry/Trade advertising/promotions: %Retail Coupons/Vouchers: %Product Giveaways/Sampling: %Retailer/Distributor/Wholesaler Bonuses: %This questionnaire is confidential and will be handled with the strictest of confidentiality11