Marketing Readiness Assessment form template
This assessment scores your brand foundations, channels, tracking, and content into a marketing readiness level. Depending on your score, respondents are routed to a foundations, growth, or scale playbook β with a tracking follow-up that only appears if analytics aren't in place.
Whatβs in the box
Readiness score
Foundations, channels and tracking roll up into one number.
Three playbooks
Foundations, growth, or scale β matched to where you actually are.
Conditional depth
We only ask about analytics gaps when there are gaps to ask about.
Perfect for
- Marketing agencies
- Fractional CMOs
- SMB growth
Other templates you might like
Browse all β
Newsletter Signup
Email + topic interests. Pipe to Mailchimp, ConvertKit, or your tool of choice.

Quote Request
A guided, multi-step quote intake β company, services, timeline, and brief β on a beautiful image-backed card.

Request a Demo
Book a product demo β qualify by company size and use case so sales arrives prepared.
Start with Marketing Readiness Assessment, ship today
Free forever for up to 1,000 submissions a month. No credit card.
Use this template