The Relationship Marketing Assessment!

How does your brand measure up across the 4 critical stages of relationship marketing? Answer 7 quick questions and get an instant report.

START THE ASSESSMENT

Are your advertising and marketing efforts effective at converting and opting-in unknown consumers to your own database?

We do nothing to build our own database now

We are weak here or our efforts are inefficient or costly

We are beginning to gather zero- and first-party data at scale

We are fairly sophisticated at turning unknown consumers into opted-in contacts

Once an individual is in your consumer database, are you continually and directly polling or engaging them to enrich their profile with psychographic information?

We have no database growth action now.

We collect only basic information and do not re-engage asking for more details

We occasionally and directly ask people more about their wants and needs

We regularly progressive profile individual consumers through surveys, interactive offers and other advanced tactics

Which channels would you say your brand is using effectively right now to drive engagement and revenue? Select all that apply

SMS/MMS

Direct Mail

In-App Messaging

Chatbot Services

Social Messaging

Web Forms

None of the above

Can you intelligently orchestrate and personalize your key marketing narrative to individuals across all channels?

We do not coordinate any engagement intelligence across channels

We might have one or two channels coordinated now

We are fairly good at coordinating messages across multiple channels

We can push and listen across all channels to dynamically adjust to an individual’s journey

Are you able to apply machine learning, AI or predictive analysis on your customer data to maximize your marketing efforts?

We do not use any of these methods or tools

We are exploring ML, AI and other predictive methodologies now

We have some level of predictive analytics in place

We are well advanced using ML or AI in our marketing efforts

Loyalty programs are a great tool for retention efforts. Do you have a successful customer loyalty and retention strategy as well as the technology to demonstrate ROI on those efforts?

We do not have any type of retention or loyalty strategy today

We have a loyalty strategy, but it does not involve a platform or ‘logged in’ user

We have a basic loyalty offering based on simple points/rewards system

We have a robust loyalty offering that also rewards emotional or non-transactional actions

Does your loyalty platform allow you to understand, reward and engage customers across web, social, email, sms as well as traditional in-store channels?

We do not have any type of retention or loyalty strategy that works today

We only engage for loyalty in a single environment such as web login or an app

We can track and reward customer actions across some digital channels

We can track and reward customer actions across digital and brick and mortar

Ok, now the fun stuff! Let’s show you the result along with some recommended reading. Simply provide your personal details, agree to the terms and conditions and enjoy the read!

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Company Name

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