Strategy Assessment

We're excited to kick-off the Vantage marketing strategy planning process. The first step is to collect input from our stakeholders. Your input is important to the process, so please invest 10 minutes of your time to respond to the 25 statements that are outlined below.  You're simply letting us know to what degree you agree with each of the following statements.  Thank you for your input.

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* 1. We know who our competitors are and stay abreast of their positioning and offers.

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* 2. We understand what our target market values and build messaging accordingly.

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* 3. We are clear about our target market or the people we are trying to acquire as new members.

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* 4. We understand how the needs of our target market are changing and modify our marketing (tactics, products, offers and messaging) as a result.

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* 5. Our target audience knows who we are and the unique value we deliver.

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* 6. We measure the effectiveness of our marketing tactics and campaigns to gauge ROI and acquisition cost.

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* 7. Our marketing mix of tactics to reach our target market is diverse and continuously changing.

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* 8. We have a marketing plan with clear measures, goals and tactics.

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* 9. Our marketing investment is sufficient to achieve our desired results.

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* 10. We have a clear and compelling value proposition that is unique and focused on benefits.

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* 11. Our in-house marketing expertise is sufficient to meet our growth goals and when it isn't we partner with outside organizations.

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* 12. We know how many people are coming to our web site and how many are becoming new members.

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* 13. We have a system for regularly monitoring progress/results and refocusing our limited resources on marketing work that will have the most significant impact.

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* 14. We prioritize search engine optimization to make it easy for new members to find us.

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* 15. We have operational metrics in place that help us understand and refine the campaign development process including execution times, campaign throughput and quality output.

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* 16. We drive traffic to our web site which is designed with clear calls to action that generate leads and conversion.

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* 17. We get to know our target audience in terms of their money challenges and goals, keywords they search, channels they search and media they consume.

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* 18. We create educational content for our target market and recognize which content is getting the highest amount of engagement.

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* 19. We actively participate in several social marketing platforms and engage with our target audience with content that is fun, educational, promotional and community-oriented.

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* 20. We’re constantly testing a variety of tactics and messaging to determine which are most effective at generating leads.

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* 21. We leverage technology and build repeatable workflows to automate and streamline marketing and campaign management.

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* 22. We measure the quality of the experience we’re delivering to members and continuously improve the experience we’re delivering to meet member needs and align with our brand messaging.

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* 23. Our brand messaging effectively communicates our personality through voice and visual expressions.

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* 24. Our marketing establishes emotional connection with prospects and members.

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* 25. We engage with our target market by talking AND listening to them through social media, over the phone, in our branches and in sales emails.

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* 26. Please provide your name. 

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