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FlexFormula Assessment
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FlexFormula Assessment Introduction
FlexFormula Assessment
FlexFormula Assessment
Ken Daily
2025-10-12T12:50:38-04:00
FlexFormula Assessment
Step
1
of
6
- Your Information & Strategy Development
0%
Strategy Development (Insight Driven Growth Strategies)
Long-term growth doesn’t happen by chance. It begins with a well-defined strategy rooted in insight and alignment. Our Strategy Development pillar ensures your leadership team has clarity, direction, and a foundation for sustainable success. These quick questions will help us determine where your current strategy is strong and where it may need reinforcement.
Do you know why your customers choose your competitors over you?
Yes
No
Are your most profitable customer segments clearly identified and prioritized?
Yes
No
Are strategic decisions consistently backed by data?
Yes
No
Do you routinely review market trends and customer feedback?
Yes
No
Does your strategy evolve with changing market dynamics?
Yes
No
Are there specific areas of your company where growth has slowed or isn't meeting expectations?
Yes
No
Channel Evaluation (Maximize Reach, Minimize Waste)
Growth depends on channel alignment. Your sales and marketing channels must match customer behaviors to deliver results. Through Channel Evaluation, we identify which platforms perform, which underperform, and how to optimize resources. The goal: maximize engagement, improve conversions, and ensure leadership invests only where impact is greatest.
Is ROI tracked across all sales and marketing channels?
Yes
No
Do you know which channels generate your best leads?
Yes
No
Are sales and marketing aligned on channel priorities?
Yes
No
Are digital and offline efforts integrated and consistent?
Yes
No
Are under-performing channels still draining budget?
Yes
No
Are any current sales or marketing channels underperforming in specific regions, industries, or buyer segments?
Yes
No
Strategic Blueprint (Your Clear Roadmap for Success)
Turning strategy into action requires more than intent — it requires structure. Our Strategic Blueprint translates big ideas into a practical roadmap, complete with steps, timelines, and resources. This ensures every initiative supports your growth objectives and delivers measurable results.
Is there a clear, documented go-to-market or growth plan that aligns with business goals?
Yes
No
Are all departments aligned on shared priorities?
Yes
No
Is strategic progress tracked across initiatives?
Yes
No
Is the sequence of initiatives clear and actionable?
Yes
No
Is your strategy regularly updated based on market shifts?
Yes
No
Is the current go-to-market strategy tailored to each target audience—or are critical segments still underserved or unclear?
Yes
No
Action Plan (Turning Plans into Measurable Impact)
Execution drives results. Our Action Plan defines ownership, milestones, and timelines to ensure seamless delivery. By aligning resources and responsibilities, we keep teams accountable and campaigns on track — turning strategy into measurable outcomes.
Is ownership clearly assigned for all initiatives?
Yes
No
Are campaign and launch deadlines consistently met?
Yes
No
Is work consistently prioritized across teams?
Yes
No
Do initiatives often stall from internal confusion?
Yes
No
Is the execution process streamlined and efficient?
Yes
No
Have initiatives struggled to gain traction in certain verticals or accounts?
Yes
No
Performance Tuning (Continuous Improvement for Sustainable Results)
Success requires constant refinement. Performance Tuning uses data and monitoring to optimize campaigns, improve efficiency, and sustain results. By identifying what works — and eliminating what doesn’t — we ensure your marketing strategies deliver peak performance over time.
Are KPIs aligned with real business outcomes?
Yes
No
Can you easily pinpoint which efforts drive revenue?
Yes
No
Are campaigns continuously optimized based on performance?
Yes
No
Is regular analysis conducted on what's working — and what's not?
Yes
No
Is your performance data accurate, current, and actionable?
Yes
No
Are there high-activity areas with little revenue impact—such as a channel, campaign, or vertical?
Yes
No
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