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Example report · Marketing

Marketing Automation Assessment

What should be running without you.

Score

55/100

Annual spend in this area

$3,600

Possible annual saving

$564

Hours back per month

5

This is an illustrative example for a typical small business. Your own numbers come from your answers to the 45 questions in this assessment.

What this report says

Marketing Automation Assessment scored 55 out of 100 for this example business. Measurement is already working well, while what you can measure today is the area costing the most time and money right now. Fixing the three items below is worth roughly $564 a year and 5 hours a month.

The score averages how you rated each area. You scored highest on measurement and lowest on what you can measure today.

What is working

  • Measurement is working well (67/100).
  • Nurture is working well (67/100).

Where you are losing money

  • What you can measure today is the weakest area at 42/100.
  • Capture is the weakest area at 42/100.

Scores by area

Your current technology63/100
How work actually flows50/100
What you can measure today42/100
Capture42/100
Nurture67/100
Measurement67/100

Quick wins

Fix the biggest gap in what you can measure today

One contained change that removes the most day-to-day friction.

Low — about an afternoon

Remove the duplicate step nobody owns

Work is being redone because two places hold the same information.

Low — about two hours

Write down how this should work

So it survives holidays, new staff and busy weeks.

Low — about an hour

Your 30/60/90 day plan

First 30 days

  • Fix the highest-impact issue in what you can measure today.
  • Cancel the overlapping subscription identified above.
  • Give every recurring task a named owner.

Days 31–60

  • Document the new way what you can measure today runs.
  • Automate the manual handoff between the two busiest steps.
  • Train whoever covers this area when you are away.

Days 61–90

  • Review the savings against the plan.
  • Re-run this assessment and compare your score.
  • Move on to strengthening measurement further.

What the full report also includes

  • Find leaks in your follow-up
  • Automate the obvious
  • Improve conversion without more traffic
  • A priority matrix of impact against effort
  • Recommended tools and automations for your situation
  • A tracked checklist you can tick off as you go
  • PDF and spreadsheet export

Run Marketing Automation Assessment on your own business

About 12 minutes of questions. Your report is ready the moment you finish. One-time $69.