Predict your marketing success

Submitted by Yue.S.Wang on May 14, 2018

Predict your marketing success

Download the quiz >

Take this quick assessment, created by advisor marketing expert Maribeth Kuzmeski, to predict your marketing success and discover areas for potential improvement.   

1. Do you have an up-to-date website with at least one call to action?
This call to action (CTA) may be to get people to interact, sign up for an email newsletter, request valuable information, download an article or whitepaper, or register for a seminar. 
5 points for one or more CTAs
5 more points for each CTA that already generates qualified leads
2. Do you have a video on your website?
A video should be about one minute long and receive views every week. 
5 points for one or more videos 
3. Do you have marketing activity that generates at least five new qualified prospects each month?
Marketing activity might include seminars, events, mailings, email campaigns, networking, niche targeting, strategic alliance referrals, and client referrals. 
5 points for each proven activity or strategy 
4. Do you have a mailing list of more than 500 prospective leads? 
5 points for every 500 prospects on your list 
5. How often to you contact your list of prospective clients?
10 points if you contact prospects monthly via email, mail, or calls 
6. How many prospects do you have on your "hotlist"?
These are the prospects you feel have a high likelihood of doing business with you this year.
1 point for each hot prospect
7. How many referrals did you receive last year?
1 point for every referral that became a client

How did you score?  Predict your success. YOUR TOTAL: __________  

80-100+ points: Top producer. You’ll likely have a great year!
50-79 points: Market up-and-comer.  You’re building a strong pipeline!
30-49 points: Just getting started. You’re on the right track, but to acquire the new business you deserve you may need to pay more attention to your marketing. 
0-29 points: Opportunity alert. You have all sorts of potential to use marketing better to generate prospects and new business. 


Maribeth Kuzmeski, PhD, is the president of the consulting firm Red Zone Marketing. She and her firm personally consult with some of the nation’s top financial professionals and advisors managing from $300 million to over $1 billion in client assets. She and her firm also work with entrepreneurial-minded corporations and salespeople on unique marketing messages, strategic marketing planning, recruiting, and business growth. Kuzmeski teaches at Columbia University School of Professional Studies, is a frequent speaker at international conferences, and contributes to major publications. She also hosts a podcast featuring inspiring businesswomen and is the author of seven books.


Interested in more tips and actionable strategies to help you up your marketing game? Read 4 ways to drive referrals and win more business or view Marketing in a minute with Maribeth Kuzmeski videos.