Handbook & Resources
Launch the marketing assessment, understand what it measures, and discover how results feed into your Marketing Intelligence dashboard.
The Marketing Assessment is your foundation for understanding your marketing capabilities. Taking this assessment generates insights that power your Marketing Intelligence dashboard and personalized recommendations.
Open your Handbook page and locate the Assessment card near the top. Click the button to launch the assessment iframe in your portal.
The assessment takes approximately 15 to 20 minutes to complete. Answer honestly about your current marketing practices and capabilities. Your responses are confidential and only used to generate your insights.
The assessment evaluates your marketing capabilities across six dimensions:
- Awareness: Your ability to reach and attract target audiences
- Credibility: How you establish authority and trust in your market
- Communication: Quality and consistency of your messaging
- Retention: How you maintain relationships and reduce customer churn
- Engagement: Depth of interaction with your audience
- Strategy: Clarity and coherence of your overall marketing direction
Once you complete the assessment, your responses generate:
- A health score showing your overall marketing capability
- Confidence-adjusted ratings for each dimension
- Comparison against your industry cohort benchmarks
- Personalized recommendations based on your gaps
- Playbook and resource suggestions matched to your weakest areas
Your Marketing Intelligence dashboard displays all this data, making it easy to understand your strengths and opportunities.
As your marketing practice evolves, retake the assessment when your account team indicates you're ready for reassessment. This typically happens every 6 to 12 months depending on your situation.
Each time you complete the assessment, your historical scores are compared, and you can see your progress over time on the improvement timeline.
If you need additional help, reach out to your Account Manager or submit a support ticket from the Support page.
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