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Marketing System Level Assessment

Achieve your Highest Marketing Potential

Informed by best practices in Performance Managment, we have developed a simple and intuitive set of criteria to assess marketing systems.  Any business grows their marketing system through key stages as they slowly develop a mature marketing system that drives sales at the maxim level possible.  Our objective based criteria provide a simple way to make your own assessment of the current state of your marketing system. If we engage with your business, we will provide our own assessment with recommendations for growing your system to the next level. 

Free eBook!

Download our Marketing System Level Assessment eBook.

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The Bizperity Marketing Level Assessment Criteria

The Bizperity Marketing System Level Assessment Table

The Assessment Table lists the six main criteria across the four levels of the assessment. Each criteria has a specific definition at each level, reflecting the growth and maturity of a marketing system across each level, form Level-0 to Level-3. You can download the Bizperity Marketing System Level Assessment in our Content Library, with an explanation of how the assessment works and complete descriptions of each criteria at each of the four levels. 

Bizperity Marketing Level Assessment

Bizperity Marketing Level Assessment

Download the Assessment Criteria (click above)

Download the Assessment Criteria (click above)

Our Marketing Level Assessment uses a set of six Criteria across four Levels (0-3) to measure the maturity of your marketing system.  The criteria use various metrics at each level to determine where your marketing system lies on a standard bell curve. This approach provides an intuitive way to understand where your system stands. Each level can be understood to be either one or two standard deviations from the mean. Just like a grading curve in college classes, this maturity measure tells you that you are in either the bottom or top half, and at the 13.6 percentile, 47.7 percentile, 81.8 percentile, or 85.4 percentile. You should not consider a low score to count as a failing grade because you have to start from scratch when you build a marketing system.  Consider these measures more like an age, with increasing maturity as you grow your marketing system, one campaign at a time. A fully mature system is easy to manage, easily adaptable to changing business environments, and highly resilient to economic stress.

Download the Assessment Criteria (click above)

Download the Assessment Criteria (click above)

Download the Assessment Criteria (click above)

Download the Bizperity Marketing System Level Assessment 

 

We designed our Marketing System Level Assessment to help clients understand where they stood in their journey to build a mature marketing system. Inspired by the Baldrige Criteria, our assessment defines four levels that are intuitively designed to identify four key levels, from an initial Level-0 where you are just beginning to build a marketing system, to Level-3, which is a fully developed marketing system, fully optimizing your marketing processes and campaigns to maximize your Return-On-Ad-Spend (ROAS) and ROI for measuring your return on investment more broadly. 

   

The goal is simple. Design a marketing system that achieves your marketing goals in the most efficient, sustainable, and resilient way possible. Our Marketing System Level Assessment is a powerful tool that helps us to help you fulfill that goal.

We Help You Grow your Marketing System one Level at a time

Find Your Level

Read through the criteria for each four levels of our Marketing System Assessment and see if you can identify the level of maturity of your marketing system. Just answer yes or no to each criteria, and you will have a good idea of where you are.  We assign a score from 1 - 5 for each criteria to give you a more precise answer to this crucial question.  Knowing where you are is the first step in any journey.

Level 0

Branding

Poor or non-existent.   

All businesses must start somewhere. You begin by building a solid brand based on a unique value proposition which can be expressed as your brand promise. We can help accelerate that process.

Strategy

None.    

You build a marketing system one campaign at a time. Begin with one campaign based on a strategic goal.  Then keep adding more campaigns to cover the entire Customer Journey.  You will be building an initial marketing system in the process. Your initial marketing strategy should focus on creating your first campaigns. At this level, focus more on specific campaign objectives in the Customer Journey.

Key Conversions

Testing Key Conversions on some basic customer segments. 

Many business models have obvious customer segments while others often have unique customer segments that you must work to identify. Different customer segments may share the same key conversions while others will be unique. Testing Key Conversions to validate their role in customer segments providing crucial facts about your target market. This is the essential work of building an initial marketing system.

Campaigns

Few campaigns; mostly free marketing channels; some clear goals.    

You build a marketing system one campaign at a time.  New businesses need to test the waters to determine what offers work best, what marketing channels work best, and what is the Return-on-Ad-Spend (ROAS). Use free channels to learn as much as you can before testing paid channels and scale up only when they are working.

Outcomes

Little relevant data or measures.   

You can’t manage what you can’t measure. Our 15 Basic Campaigns cover five of the most important campaign goals across the Customer Journey. Picking the right ones is key to creating successful campaigns that drive the key conversions you need to motivate your prospects and customers through the Customer Journey.

Marketing System

Non-existent.    

Naturally when you first start creating campaigns you don’t have a marketing system. You create one by building one campaign at a time. But thinking strategically about what your marketing system should look like and what it needs to achieve to drive traffic and generate sales is an important task that begins at Level-0.

Level 1

Branding

Brand definition & Brand Promise supported by initial brand marketing.

Brand campaigns help build brand awareness in your target market and the add lift to all your other campaigns. A Leve-1 marketing system has well-polished brand language and clear brand values that directly support your brand promise

Strategy

Minimal; Clarity variable.

Initial marketing strategies at Level-1 are naturally limited to essential goals and a handful of key campaigns. Level-1 marketing systems have campaigns based on clear strategic goals. Campaigns begin to align with each other to support each other in the Customer Journey and fulfill your overall marketing goals. 

Key Conversions

Identifying customer segments and Key Conversions.

A Level-1 marketing system will identify Key Conversions across the Customer Journey for most of their main customer segments. Identifying customer segments is an important part of a Level-1 marketing system.

Campaigns

A few campaigns with specific goals; using a mix of paid and free marketing channels.

A Level-1 marketing system is focused on building a few key campaigns with specific campaign goals, designed to move prospects and customers through the entire Customer Journey. Campaign performance is measured, and campaigns are adjusted, changed, or eliminated as necessary. Marketing channels are tested to determine which are the most profitable.

Outcomes

Some data for key metrics (KPIs). 

Our campaign recommendations come with recommended conversion metrics (KPIs) so you can accurately measure real conversion, and not just clicks or other irrelevant engagement activity. A Level 1 marketing system collects relevant KPIs using appropriate metrics depending on the type of campaign.

Marketing System

Nascent; early stage.  

The work of building a marketing system moves beyond strategic planning into reality by implementing campaigns that support your strategic planning. Build it right from the beginning so you can build a mature marketing system on a solid foundation. You do that by building a Level 1 marketing system based on clear strategic planning.

Level 2

Branding

A clearly defined brand with growing brand awareness in your target market.

A Level-2 marketing system uses brand campaigns effectively to build and maintain brand awareness that helps capture new leads early in the buying cycle.  Brand campaigns keep your brand at the top of your prospects’ mind so when they are ready to mind, they think of you first!

Strategy

 Well defined; Clear goals focused on Key Conversions.

Level-2 marketing systems have a well-defined strategy based on key business goals supported by campaigns designed to fulfill campaign objectives that are in alignment with your business goals. 

Key Conversions

Identifying and validating customer segments and Key Conversions.

Moving beyond simply identifying customer segments and key conversions, a Level-2 marketing system validates your customer segments, ensuring that they are not a figment of your imagination. As you grow your business you gain a better understanding of your customers, what different segments have in common, what conversions that matter most with each segment, and what motivates them to buy. Key Conversions are well defined for each customer segment.

Campaigns

  

Multiple campaigns, implementing a mature strategy based on clear goals.

A Level-2 marketing system typically has multiple campaigns that complement each other, helping drive prospects and customers through the entire customer journey. These campaigns work in harmony to achieve multiple marketing goals.


Outcomes

Key data (KPIs) for all campaigns.

A Level-2 marketing system has defined key conversions and KPIs for all your campaigns and you have a real understanding of how and why your campaigns work to fulfill their objectives.

Marketing System

Growing a comprehensive system.

The work of a level 2 marketing system is focused on growing a comprehensive system that fully addresses all your marketing needs, driving prospects and customers efficiently through the Customer Journey, with controls that enable you to manage the process to ensure a steady flow of prospects and customers at each stage of the Customer Journey.


Level 3

Branding

A mature brand established in the mind of the customer.

Level-3 marketing systems have a mature brand, one that is well defined in the mind of the customer. They know what you stand for and know exactly what kind of customer experience to expect when they do business with you.

Strategy

A comprehensive strategy across the entire Customer Journey.

A Level-3 marketing strategy has well-defined, clear goals that provide a comprehensive set of marketing goals and campaign objectives, maximizing the efficiency of all your marketing processes across the entire Customer Journey.

Key Conversions

Clearly identified across all customer segments.

A Level-3 marketing system will clearly identify Key Conversions across all customer segments, completing the customer journey for their business model. Key Conversions are measured to optimize campaign performance, improving efficiencies in all your campaign outcomes.

Campaigns

Campaigns that form a mosaic of complementary objectives working together to drive efficient conversions throughout the Customer Journey.

A Level-3 marketing system consists of processes that support your campaigns, like PR, reputation management, and SEO, based on clear, complementary and comprehensive marketing goals. Campaigns achieve maximum performance with adjustments made when necessary.

Outcomes

Key data (KPIs) for all campaigns; Tracking historical trends.

A Level-3 marketing system has defined key conversions and KPIs for all your campaigns based on historical trends with built in resiliency based on your knowledge or your customer segments and key conversions that enable you to adapt to sudden changes in the business environment, including changes in customer needs, tastes, and desires, along with new trends driven by technology or changes in the economy.

Marketing System

Maintaining a Fully Functioning System.

The work of a Level-3 marketing system is greatly reduced because it has mature, well-driven processes, many of which have been automated to increase overall efficiency throughout the Customer Journey. A Level 3 marketing system must constantly be updated to keep up with changes in customer needs and business trends but doing so is easy because the processes are so well-defined and automated sequences can quickly be modified to support whatever changes you need to make. A Level 3 marketing system is highly resilient and increases the sustainability of the business organization.

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