Marketing Performance Diagnostic

Good marketing should pay for itself. Find out if yours does.

5 to 7 minutes

Here is what you will walk away with:

A real performance score benchmarked against top-performing brands
A clear picture of where your budget is working and where it is not
The specific part of your funnel doing the most damage
A concrete starting point, not a generic recommendation

Step 1 of 4

Your Numbers

No need to be exact. Ballpark is fine.

Company Name

Industry

Which channels are you currently running?

Paid Search (Google / Bing)

Paid Social (Meta / TikTok)

SEO / Organic

Email / CRM

Display / Programmatic

Other / Not sure

Monthly Marketing Budget

$

Paid media, agency fees, content — all in

Monthly Leads or Inquiries Form fills, calls, chats — any inbound contact

Leads That Become Customers New customers per month from marketing

Average Revenue per Customer

$

First transaction value or LTV — whichever you track

Leads Sitting Untouched in Your CRM Leads that went cold and never converted

📊 Quick Snapshot

Benchmarks: HubSpot Marketing Report 2024, Forrester B2C Marketing Benchmark Study

Step 2 of 4

Paid Media

Let's look at how your ad budget is actually working.

When you look at your ad spend month to month, how would you describe what's happening?

A"We know exactly what each channel costs us per lead and we shift budget based on what's working."

B"We have a rough idea of performance, but the budget stays pretty fixed regardless."

C"Honestly it's hard to tell which channels are doing the work. The reporting is confusing."

D"We mostly keep spending what we've always spent and hope it keeps working."

How often do your ads actually get updated — new copy, new creative, new offers?

A"Frequently. We're always testing something new and retiring what stops working."

B"Every month or two, give or take."

C"A few times a year, usually around promotions."

D"The same ads have been running for a while. It's not something we touch often."

When a campaign isn't delivering, how quickly does something actually change?

A"Within a week or two — we catch it in reporting and act on it fast."

B"Usually the following month after we review results."

C"It can take a while. Getting things changed requires a few rounds of back and forth."

D"We don't really have a clear process for that."

⚠️ Paid Media Gap

Source: WordStream Paid Search Benchmarks 2024; Meta Business Insights Report 2024

Step 3 of 4

Conversion

Traffic is only half the job. Let's see what happens after the click.

When someone clicks your ad or finds you online, where do they land?

A"A dedicated landing page built for that specific ad or offer — not just our homepage."

B"A relevant service or product page on our site."

C"Usually the homepage. We haven't built anything specific."

D"I'm not totally sure where they end up."

When a lead comes in, what happens next?

A"They hear from us fast — usually within an hour — and get follow-ups over the next several days."

B"Someone reaches out the same day, but there's no real follow-up system after that."

C"Response can take a day or more. It depends on how busy the team is."

D"There's no real process. It's up to whoever sees it first."

How would you describe the quality of leads coming in from your marketing?

A"Most are a good fit. We close a solid percentage without a lot of waste."

B"It's a mixed bag. Some are great, some are clearly not the right fit."

C"We get volume but the conversion rate is lower than we'd like."

D"A lot of leads just don't go anywhere. It's frustrating."

⚠️ Conversion Gap

Source: Unbounce Conversion Benchmark Report 2024; HubSpot State of Marketing 2024

Step 4 of 4

Retention & Strategy

Acquiring customers is expensive. Keeping them is where the margin lives.

Once someone becomes a customer, what does your marketing do to keep them?

A"We have a real system — emails, offers, reminders — that runs automatically after they convert."

B"We send the occasional email or promotion but nothing consistent."

C"We mostly focus on getting new customers. Retention isn't really a dedicated effort."

D"Once they've bought, we don't really market to them again."

How do you actually measure whether your marketing is working?

Be honest — what does your team look at most?

A"Revenue and cost per acquisition. We tie spend directly to outcomes."

B"Leads and traffic. We track volume but don't always connect it to revenue."

C"Impressions, clicks, and engagement. We watch the platform dashboards."

D"Honestly, we're not measuring it in any structured way."

How important is improving your marketing performance right now?

A"It's a top priority. We know we're leaving money on the table and we're ready to fix it."

B"Important, but we're juggling a lot right now."

C"We'd like to improve but haven't made it a formal priority yet."

D"Not really on the radar right now."

💡 Retention & Strategy Gap

Source: Bain & Company Loyalty Research; Klaviyo Email Benchmark Report 2024

✓ ANALYSIS COMPLETE

Your Report is Ready

Where should we send your personalized Marketing Performance Report?

Your Performance Score

43

Revenue Opportunity

$847,200

📧 We'll send your full report via email and text

First Name

Last Name

Email Address

Phone Number

Your Role

Marketing Performance Diagnostic

Assessment Report

0/100

Marketing Performance Score

<40 Needs Improvement 40-69 Average 70+ Top Performers

—

Estimated Annual Revenue Opportunity

$0

in recoverable revenue + optimized spend per year

Want to know exactly where to start?

We'll walk through these numbers with you — free, no pitch.

Request a Free Audit

Your Marketing Funnel: Current vs. With EGC

Your Current State

Monthly Leads0

Lead-to-Customer Rate0

Customers / Month0

Cost per Acquisition$0

Blended ROAS0x

Monthly Revenue$0

With EGC

Monthly Leads0

Lead-to-Customer Rate0

Customers / Month0

Cost per Acquisition$0

Blended ROAS0x

+ Dormant Lead Recovery0

+ Compounding Optimization (M3+)+0%

Avg Monthly Revenue (Year 1)$0

Additional Customers/Mo

+0

Additional Monthly Revenue

+$0

Additional Annual Revenue

$0

Detailed Analysis: Where We Found Opportunities

These are real, fixable gaps. Ready to close them?

EGC has a playbook for every issue flagged above.

Book a Free Audit

🔓 The Hidden Cost of Waiting: Why Every Month Matters

M1: Audit + waste cut

M2–3: Creative, landing pages, email live

M4–6+: Compounding — lower CAC, higher ROAS, retention layered in

Why the Gap Widens Every Month You Wait:

Most brands run the same campaigns on autopilot — creative goes stale, budget stays fixed, no one is cutting losers. EGC actively manages every dollar to revenue. Every month, the data gets sharper, CAC falls, and ROAS climbs. By Month 12, you're operating at 2–3x the efficiency of where you started.

Revenue Opportunity vs. Wasted Spend Over 12 Months

M1M3M6M9M12

Revenue Opportunity (With EGC)

Wasted Spend (Status Quo)

Current Monthly Budget

$0

total marketing spend

Est. Wasted Spend

$0

underperforming allocation

Revenue Opportunity

$0

year-one upside

What This Means in Actual Revenue

Period	Baseline Revenue	Performance Lift	Compounding	Total Revenue

Your True Year-One Opportunity

+0 customers

= $0 in additional revenue

📊 SAME BUDGET. BETTER RESULTS.

This improvement comes from optimizing what you already spend — not increasing it. Every recovered dollar goes straight to growth.

Methodology: Wasted spend estimated at 20–25% of unoptimized budgets (WordStream/HubSpot). Compounding assumes 8–15% monthly ROAS improvement as optimizations accumulate. Conservative scenario = 60% of full opportunity.

Your $0 opportunity is real.

Here's what makes EGC different.

We own the outcome, not just the activity.

THE DIFFERENCE

Full-Funnel Accountability

We report on revenue — not impressions, clicks, or CPL. If spend isn't earning its place, we move it.

Media strategy built for your vertical, not a template.

THE DIFFERENCE

Vertical-Specific Expertise

We specialize in optical, health, financial services, beauty, and education. We already know the benchmarks, the creative that converts, and the audiences that buy. No generic playbooks.

Creative that doesn't get stale and spend that doesn't get wasted.

THE DIFFERENCE

Creative + Conversion Together

Media and creative run as one system. Creative refreshes on performance signals, not a calendar. Every ad connects to a page built to convert.

Retention isn't an afterthought — it's built into the strategy.

THE DIFFERENCE

Lifecycle & Retention Marketing

Your existing customers are your highest-margin revenue. EGC builds lifecycle sequences and reactivation campaigns that turn one-time buyers into repeat revenue — systematically.

Ready to turn this into a plan?

Book a free audit and we'll walk through your results line by line — or download the report to share with your team.

Request a Free Audit

No commitment required. Free audit takes 30 minutes.

Assessment Summary

Complete record of inputs and responses for internal review

Baseline Metrics

Process Assessment Responses

Marketing Performance Score

0/100

Est. Annual Opportunity

$0

Projection Methodology: These estimates compare your self-reported inputs against industry benchmarks from HubSpot, WordStream, Unbounce, and Klaviyo research. Improvement projections are calculated based on gap analysis—the difference between your current process scores and top-performer benchmarks. Results scale proportionally: larger process gaps suggest more room for improvement; already-strong processes show modest optimization potential.

Important Disclaimers: All projections are estimates based on industry averages and are not guarantees of future performance. Actual results will vary based on market conditions, implementation quality, staff execution, audience targeting quality, creative performance, and numerous other factors outside the scope of this assessment. Past performance of other brands does not guarantee similar results. This assessment is for informational purposes only and should not be considered financial advice. EGC Group makes no warranties, express or implied, regarding the accuracy of these projections or the likelihood of achieving stated results.

Confidentiality: This report contains proprietary analysis and business information. It is intended solely for the company named above and authorized decision-makers. Please do not distribute without permission.