B2B Brand
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How would you describe your current website?
We don’t have one or it exists but doesn’t explain our value
It’s okay but not generating leads
Designed to convert and generate high-quality leads
Do you use a system to manage B2B leads and automate follow-ups?
No CRM or lead tracking in place
We have a CRM but don’t use automations
Fully integrated sales pipeline + email/LinkedIn sequences
How are you currently generating inbound leads?
We don’t have a system for this
Occasionally post on social or run cold outreach
Rely mostly on referrals or word of mouth
Use SEO or LinkedIn strategy to generate leads
Omnichannel inbound + outbound lead engine in place
Are you running B2B paid ads or account-based marketing?
Not yet or tried in the past without success
Occasionally boost content or run LinkedIn ads, also could be optimized
We actively run and optimize campaigns for high-quality leads
Do you have case studies, industry content, or whitepapers?
None yet, one or two basic brochures
Some case studies but not regularly shared
Well-documented case studies + lead magnets + expert content
How often do you publish or share new content (blogs, LinkedIn, etc)?
Rarely
Monthly with no plan
Weekly, strategic, repurposed across platforms
Do you track B2B marketing and sales performance metrics?
We don’t track anything or occasionally
Track SQLs, but not CAC or ROI
Measure cost per lead and funnel conversion. Use dashboards with CAC, MQL→SQL, LTV, ROAS
Do you have a clear digital roadmap for the next 6–12 months?
No plan at all
Some goals, but not tied to marketing systems
Strategic roadmap tied to KPIs and campaigns
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