Self Audit Workbook

Description

This free workbook is for any business owner who has ever thought “What should I do to grow my business?” Whether this is the first time you’re considering your marketing efforts, or you’ve had an established program for a while now, the checklists in this workbook are comprehensive, so you can gain new ideas for your marketing program at any stage of your business journey. 

In the book we explain:

• The difference between a marketing strategy and a marketing plan and the importance of both
• Five checklists you can use to check off things you have under control or things that might need attention
• How you can interpret where you’re at in your marketing journey based on what you scored in the workbook

From the guide:

• A strong marketing strategy is more than just a collection of to-dos—it’s a roadmap that aligns your efforts with your ideal customers, business objectives, and competitive landscape.
• Besides marketing efforts based around retention, there’s also baseline activities that you as a business owner must be completing to keep customers happy that have nothing to do with marketing. These are activities that we sometimes take for granted, and that oftentimes have the biggest impact.
• Do you have a Google Business Profile?
• Do you have a list of customer email addresses?
• Do you create opportunities for additional, trackable income through monthly or yearly subscriptions to your products or services?

The information in this guide is current as of 2025.

File Specs:

File Type: PDF available immediately and emailed to you for review later

File Size: 2.2 MB

Pages: 13

Fine Print:

You are welcome to share these goodies with your team, but we hope you’ll keep it within your organization and not share the documents widely. Be cool. If you really love it and want to share, you can write a review, post on social media, or just send someone a link to our shop.

Alternatively, if you aren’t happy with it, we’re bummed, but we aren’t able to offer refunds. It’s like going to a movie; we hope it’s good, but after you’ve seen it, you can’t exactly get your money back. If you don’t love what we’ve created, please do reach out and let us know so we can make this product better for other business owners.