Handbook & Resources
Learn when and why to retake the assessment, how reassessment works, and how to track progress over time.
Retaking the marketing assessment periodically helps you measure progress, identify emerging gaps, and keep your recommendations current as your organization evolves.
Your account team notifies you when you're ready for reassessment. This typically occurs every 6 to 12 months depending on how quickly your marketing practice is changing. Consider a retake sooner if:
- You've implemented major marketing initiatives and want to measure impact
- Your business strategy or target market has shifted significantly
- Your organization has undergone leadership changes or restructuring
- You've completed several recommended playbooks and want to see the results
Periodic reassessment ensures your Marketing Intelligence dashboard reflects your current reality. As you improve in some dimensions, others may evolve, and new recommendations become relevant. Regular assessment keeps your insights fresh and actionable.
Go to your Handbook page and launch the assessment again from the Assessment card. You'll answer the same questions as your initial assessment, but you can reflect on how your capabilities have changed.
The assessment takes the same 15 to 20 minutes as the initial version. Answer as honestly as you did the first time for accurate comparison.
Once you complete the reassessment, your dashboard updates with new scores. You can immediately compare your new results to previous assessments to see:
- Dimensions where you've improved most
- Areas that still need attention
- How your cohort position has changed
- Whether your health score has moved up, down, or stayed flat
Your dashboard includes an improvement timeline showing each assessment date and corresponding health score. This visualization makes it easy to see your progress trajectory over months and years.
Use the improvement timeline to celebrate wins and understand the long-term impact of your marketing investments. If progress has stalled, it may be time to shift strategy or intensify efforts in key areas.
After you retake the assessment, your recommendations update automatically. You may see playbooks you previously addressed no longer recommended if you've improved in that dimension. New recommendations emerge based on your updated profile.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.
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