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B2B Diagnostic Tool
Step
1
of
13
7%
Full Name
(Required)
Email
(Required)
Company Name
(Required)
Your Role
(Required)
Select your Role
Founder / CEO
Marketing Director / Manager
Sales / BD Leader
Operations / General Manager
Other
Your Team Size
(Required)
Select your Team Size
1 - 5 employees
6 - 20 employees
21 - 50 employees
51 - 200 employees
201+ employees
Your Budget
(Required)
Select your Budget
Under R5 000 per month
R5 000 - R15 000 per month
R15 000 - R50 000 per month
R50 000+ per month
Strategy
Do you have a documented B2B marketing strategy for this year?
(Required)
No formal strategy - we respond to opportunities as they come.
We have a loose plan but it's not written down or agreed on.
We have a documented strategy, but it's rarely referenced.
We have a clear, documented strategy that guides all activity.
Strategy
How well do you understand your ideal client profile (ICP)?
(Required)
We serve anyone who pays - no defined ICP.
We have a general idea but haven't formally defined it.
We have a documented ICP but it was built on assumptions, not data.
We have a validated ICP based on real client data and research.
Strategy
How clearly differentiated is your brand positioning in the market?
(Required)
We mostly talk about what we do, not why we're different.
We have a point of view but struggle to articulate it consistently.
We have clear positioning but it's not always reflected in our content.
Our positioning is sharp, distinctive and consistently communicated.
Lead Generation
Where does the majority of your new business currently come from?
(Required)
Almost entirely from referrals and personal networks.
A mix of referrals and occasional outbound or content.
Referrals plus consistent inbound marketing activity.
A diversified mix: Inbound, outbound, content and paid.
Lead Generation
Do you have any active lead magnets, gated content or nurture sequences?
(Required)
No - we don't capture leads outside of enquiry forms.
We have something, but it's outdated or barely used.
We have a lead magnet or two but no structured nurture sequence.
We have lead magnets, segmented lists, and automated nurture flows.
Content & Brand
How consistently does your business produce marketing content?
(Required)
Rarely - we post when we remember or have time.
Sporadically - we have bursts of activity then go quiet.
Fairly consistently, but without a documented content plan.
Consistently, with a planned content calendar and clear objectives.
Content & Brand
How well does your content speak directly to your buyers' business problems?
(Required)
Most of our content is about us - our services, awards, team updates.
Some content addresses client challenges, but it's not consistent.
We focus on buyer problems but don't always connect it to our solution.
Our content is clearly buyer-centric and tied to our commercial outcomes.
Technology & Data
What does your marketing tech stack look like right now?
(Required)
Spreadsheets and a basic website - nothing more.
Email platform and CRM, but not well integrated.
A connected CRM, email tool and basic analytics in place.
Fully integrated stack: CRM, automation, analytics and attribution.
Technology & Data
Can you measure the ROI of your marketing activity?
(Required)
No - we have no visibility into what marketing is generating.
We track some vanity metrics (likes, website visits) but not revenue.
We track leads but struggle to connect them to closed revenue.
We have full-funnel visibility from campaign to closed deal.
Sales & Marketing Alignment
How aligned are your marketing and sales (or BD) functions?
(Required)
Sales and marketing operate completely independently.
They share information occasionally but there's no formal alignment.
There's some alignment but regular friction around leads and messaging.
Marketing and sales are tightly aligned with shared goals and processes.
Sales & Marketing Alignment
Do you have a defined lead qualification process?
(Required)
No - all enquiries go straight to sales regardless of fit.
We informally filter leads but nothing is documented.
We have criteria, but they aren't consistently applied.
Yes - we have a documented, consistently applied qualification framework.
Growth Mindset
How does your leadership team view marketing investment?
(Required)
As a cost - we cut it when things get tight.
As useful but not a business priority right now.
As important, but we struggle to commit to long-term investment.
As a strategic revenue driver with budget committed accordingly.
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Lead Generation Score Hidden
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Content & Brand Score Hidden
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Technology & Data Score Hidden
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Sales & Marketing Score Hidden
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