Industry Survey

Business Name(Required)

Name(Required)

First Last

Phone(Required)

Email(Required)

What insurance trade groups are you a member of?

How many team members do you have in total?

How many of those are producers?

How many locations do you have?

Do you feel confident your business is easily found by the right customers online?

Yes	No

How aware are you of what your competitors are doing in their online marketing?

I wish I knew	I have research that tells me exactly what they are doing that works

Is your brand message consistent across all platforms, ensuring your audience always knows what you stand for?

Yes	No

How effective has your current digital marketing strategy been in delivering measurable growth?

Poor	Fair	Good	Excellent

Are your online reviews actively helping you stand out from competitors and attract new customers?

Yes	No

How frequently do you review and adjust your online presence to stay ahead of industry changes?

Yes	No

With AI-driven search engines reshaping SEO, is your website fully optimized to compete in this changing landscape?

Yes	No

Considering all costs, how much do you believe it costs to hire a digital marketing intern who can deliver results?

$30k–$40k	$40k–$50k	$50k–$60k	$60k+

What do you believe it takes, in terms of monthly investment, to ensure SEO drives meaningful business results?

$2,500–$5,000	$5,000–$7,500	$7,500+

How much would you expect to invest in managed social media services that consistently engage your audience?

$500–$2,500	$2,500–$5,000	$5,000+

What’s your understanding of the cost for a full marketing automation platform that drives consistent conversions?

$500–$1,500	$1,500–$3,000	$3,000+

What do you believe reputation management services typically cost, considering the impact they can have on your brand?

$500–$1,500	$1,500–$3,000	$3,000+

What do you think it takes to set up a complete, high-converting sales funnel for your business?

$5,000–$10,000	$10,000–$15,000	$15,000+

What would you expect to pay monthly for ad management services that consistently deliver results?

$500–$2,000	$2,000–$5,000	$5,000+

How much do you believe content creation (blogs, landing pages, etc.) should cost to deliver a competitive edge?

$2,000–$5,000	$5,000–$10,000	$10,000+

How confident are you that your website and marketing efforts are optimized to convert visitors into leads and sales?

Very Confident	Somewhat Confident	Not Confident

Do you have a clear and actionable SEO strategy to keep you ahead of your competitors?

Yes	No

How confident are you that your current advertising strategy is delivering the highest possible return?

How many vendors do you currently work with to accomplish your online marketing goals? (This includes website, design, security, compliance, SEO, sales funnels, traffic generation, Email marketing, content development, social, analytics/reporting, etc.)

Are you currently working with an agency or partner who is fully aligned with your business goals?

Yes	No

Instead of paying for and trying to manage different services, could your business benefit from having a strategic partner manage your entire marketing approach?

Yes	No

Do you want more growth in your agency?

Yes	No

(Only if Yes to the prior question) What’s the single biggest challenge preventing your business from growing to the next level?

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