Buying guides and working tools

Marketing readiness assessment

Before increasing activity, check whether the offer, customer evidence, execution capacity and measurement are ready to support it. Use the worksheet to expose unresolved decisions.

Check your marketing readiness

Use your own evidence. Inputs stay in this page, are not sent by this tool and are not saved when you leave. Avoid entering confidential information. Results support a discussion; they do not predict growth or select a provider for you.

Your planning inputs

Download the editable marketing readiness assessment

Markdown is plain text: open it in a text editor or copy it into your own planning document. Complete it locally; this page does not collect your answers.

Review readiness by condition

Assess the business objective, target audience, value proposition, route to purchase, sales or service response and delivery capacity. Record the evidence behind each answer. A confident opinion should not receive the same treatment as a tested condition merely because both are marked complete.

Find the dependency that matters

An unresolved claim, unclear buyer group or unreliable handoff can prevent several programs from succeeding. Prioritize those dependencies before optimizing a channel. This broader worksheet differs from the ABM assessment: it applies to the overall marketing decision rather than readiness for a named-account program.

Choose the next action

Mark each condition ready, uncertain or needing work, then name an owner and the evidence required. Do not total the answers into a prediction of growth. The useful output is a short list of decisions and tests that should happen before more money or execution capacity is committed.

Put the decision into practice

  1. Assess offer and audience evidence.
  2. Check the buying and delivery path.
  3. Review execution ownership.
  4. Identify critical dependencies.
  5. Assign an evidence-gathering action.

Bring the business question, the evidence already available and the constraints that matter. Discuss your next step with Nancy Chou.

Let’s start with the business question

What are you trying to solve?

Discuss your market, growth, measurement or leadership challenge with Nancy Chou.

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