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Marketing Systems Diagnostic

This assessment identifies where marketing performance is constrained by structure rather than effort.

A. Web Design & Landing Page Optimization

This section evaluates whether your website supports clear decisions and conversion.

1. Are core website and landing pages designed around one primary decision per page?
2. Is page performance measured by conversion behavior, not just traffic?
3. Is messaging hierarchy intentionally guiding visitors to the next step?

B. Conversion Rate Optimization (CRO)

Assesses whether conversion improvements are systematic or ad hoc.

4. Are conversion improvements driven by documented hypotheses rather than guesswork
5. Do CRO improvements compound across the funnel rather than live in isolation?
6. Is there clear ownership for conversion performance?

C. SEO — Search Engine Optimization

Measures alignment between visibility, intent, and authority.

7. Does SEO strategy align with buyer intent, not just keyword rankings?
8. Are authority signals (reviews, expertise, trust content) integrated into SEO efforts?
9. Is SEO performance tied to business outcomes rather than vanity metrics?

D. Reputation Management

Evaluates whether trust and reviews are managed intentionally.

10. Is review acquisition a repeatable, documented process?
11. Are reviews responded to consistently and compliantly?
12. Is reputation intentionally leveraged to support conversion and SEO?

E. Email Marketing & Lead Nurturing

Assesses lifecycle alignment, relevance, and timing.

13. Are email sequences aligned to buyer behavior and lifecycle stages?
14. Does email support sales conversations rather than interrupt them?
15. Is email performance evaluated beyond opens and clicks?

F. Programmatic Advertising & Retargeting

Evaluates attribution clarity and message sequencing.

16. Is ad performance tracked beyond first-click attribution?
17. Is retargeting messaging aligned to where prospects are in the decision journey?
18. Are paid efforts integrated with organic, email, and CRM systems?

G. AI-Powered Optimization

Assesses governance, benchmarks, and decision support.

19. Is AI usage governed by documented rules and benchmarks?
20. Are AI tools improving decision-making, not just output volume?
21. Is AI performance measured against a defined baseline?

H. CRM & Marketing Automation Oversight

Evaluates ownership, documentation, and leadership visibility.

22. Is CRM ownership clearly defined across teams and vendors?
23. Are automation workflows documented, maintained, and reviewed?
24. Does leadership have clear visibility into pipeline health and performance?

I. Video Production & Management

Assesses whether video functions as a decision-support system with clear ownership and measurement.

25. Is video content aligned to specific stages of the buyer’s decision process?

For each statement, select the option that best reflects your current state.

26. Is there clear ownership for video messaging, cadence, and performance?
27. Are video assets evaluated based on clarity and conversion impact — not just views?

Fractional CMO Readiness Assessment

This section evaluates whether executive-level marketing leadership would reduce friction, clarify ownership, or improve decision-making.

Ownership & Clarity

Evaluates whether marketing ownership, priorities, and decision accountability are clearly defined.

28. We have a single owner accountable for marketing outcomes
29. Marketing priorities are clearly defined and agreed upon
30. Leadership can clearly explain why current efforts are or are not working
31. Marketing decisions are documented and revisited

Systems & Dependency

Assesses reliance on individuals, documentation quality, and operational continuity.

32. Growth depends on specific individuals
33. Processes are documented and repeatable
34. Continuity would be preserved if a key person left
35. Vendors are managed with clear accountability

Visibility & Control

Evaluates leadership visibility into performance, attribution, and emerging risks.

36. KPIs are clearly defined and trusted
37. Attribution is understood (even if imperfect)
38. Leadership reviews marketing performance regularly
39. Risks are identified early, not reactively

Scale Readiness

Assesses whether marketing systems can scale without creating disruption or bottlenecks.

39. Marketing can scale without chaos
40. New initiatives do not disrupt operations
41. Execution can be delegated confidently
42. Decisions are not bottlenecked at the top

Archives

  • August 2025

Categories

  • AI-Powered Optimization
  • Conversion Rate Optimization (CRO)
  • Digital Marketing
  • Email Marketing and Lead Nurturing
  • Programmatic Advertising and Retargeting
  • Reputation Management
  • Search Engine Optimization (SEO)
  • Video Production and Management
  • Web Design and Landing Page Optimization
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