Current State Review
Step 1: Conducting the Review
Performing a Current State Review provides an excellent foundation to start with as it identifies the key areas that may require deeper assessment, helps determine mitigation priority, and aids in the development of a more detailed action plan.
To conduct a Current State Review, we collaborate with key internal stakeholders to review your marketing strategy, operations, and programs in order to assess their maturity, effectiveness, and alignment with business objectives. We will work with you to identify which specific areas to include in the assessment based on your pain points and priorities.
Areas Commonly Reviewed:
Marketing Strategy – How robust is your current marketing strategy, if defined, and how well does it align with business strategy and sales objectives?
Messaging and Positioning – How are your company and products positioned in the market? Is the messaging compelling, consistent, and aligned with target markets and buyers?
Lead Generation – How are leads are generated today and what’s missing? How much is Marketing (vs. other channels) contributing to lead gen?
Leads Management – Is there a clear, consistent process for lead flow and categorization, enabling visibility across the lead lifecycle and critical metrics?
Website – How clear, modern, and compelling is your website? Does it accurately represent your brand and the markets you serve? Most importantly, how well does it drive leads into the organization?
Branding – How well does your brand align with and support your business strategy? Beyond the visual brand elements, are your brand drivers unique and compelling?
Sales Content and Tools – Does the sales team have the high-quality content and tools needed to perform their jobs?
Marketing Budget and Spend Tracking – Are your level of marketing investment and budget allocations aligned with strategic objectives and growth targets?
Step 2: Presenting the Findings
After a review of the identified areas, we produce a written report that outlines our findings for each area reviewed, including:
What the ideal state is according to industry norms and best practices
Details of the current state and gaps identified
Recommended actions to improve the current state
This provides a blueprint for your marketing team to use to develop and execute a plan of action. Alternatively, LevelUp can help carry the ball forward by developing a 30/60/90-Day Action Plan, as well as through a variety of additional services and capabilities to execute against the action plan.
