Marketing Assessment Program

Utilizing extensive marketing, sales and management experience, The Dan Carey Team will provide an objective overview of the effectiveness of existing marketing programs and make recommendations for possible adjustments or new program introductions.

dan carey Marketing Assessment

Marketing Assessment Will Include

Evaluation of the current Brand:

  • Corporation\\\’s Identity
  • Value Propositions
  • Brand Message
  • USP, Slogans
  • Competitive Advantages

Evaluation of the current website:

  • Content Fluidity Analysis
  • Search Engine Optimization Ppportunities
  • Landing Pages & Lead-Gen Forms
  • Calls-to-Action
  • Marketing Offers
  • Competitor Analysis

Assessing Current Advertising Channels:

  • Analyze Data on Advertisement Investments
  • Competitor Analysis
  • Identify Current Channels:
    • Referral Creation
    • Partnership
    • PR Campaigns
    • Thought Leadership
    • SEO
    • SEM
    • Email Marketing
    • Guerrilla Marketing
    • Content Advertising
    • Social Media
    • Traditional Media (Print Ads, Direct Mailings, Radio, TV, Trade Shows, etc.)

Identify Marketing & Sales Processess:

  • Identify Target Audience and the Approach
  • Marketing Automation Program
  • Customer Engagement Process
  • SOP for the Marketing Team (if applicable)
  • Lead Generation Process
  • Sales Cycle Process
  • Lead Nurturing Process
  • Marketing Funnel
  • MQL to SQL Process

Marketing Products and Tools Analysis:

  • How the CRM is Utilized
  • Marketing Automation
  • Workflow Automation or Systems
  • Appointment Automation
  • Sales Acceleration Software
  • Social Media Automation
  • Prospect Identification Tools (Insideview)

Marketing Collateral:

    Will evaluate the effectiveness of the top value propositions and the fluidity, making sure the information and message is clearly understood in regards to the:

  • Brochures
  • Infographics
  • Graphs and Charts
  • Videos
  • Current Articles
  • Decks



Conclusion of Evaluation:

Will develop a complete matrix or SWOT of all pertinent Marketing and Sales Systems related and present recommendations of:


  • Changes in the marketing and sales systems

  • Advertising Channels that could create more opportunities

  • Solutions for weaknesses or missed opportunities in the marketing or sales systems

  • Tools that will impact the marketing and sales model and help reduce costs and ineffencies

  • Processes that could be introduced in the short and long term to reduce cost and increase growth in leads, prospects and sales

  • Programs will be suggested for creating an innovative marketing and sales model that can be scaleable and duplicable for other marketers, consultants and sales reps to follow

Fill out the form for The Dan Carey Teams Marketing Consulting Programs

Contact The Dan Carey Team on how we can help create your marketing systems and scale your business model.

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