Many prospective clients evaluate you based on your digital presence. A strong one can help amplify your brand, awareness, and growth while a poor one can make your practice look unreliable and outdated. Is your digital presence an afterthought or a critical extension of your practice? An impactful digital presence includes several components. This workbook covers each one to evaluate where you stand and address areas that may need improvement.
Evaluating Your Digital Presence
The following assessment of your digital marketing will help you understand the effectiveness of your digital presence and make informed decisions about where to invest your resources. As you answer the following questions, be honest with where you stand. There’s often a gap between knowing and doing and an even bigger gap between doing and doing consistently. The more accurately you answer these questions, the more intentional your next steps will be. If you’re unsure whether to check yes or no, it’s likely no.
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Website |
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Content |
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Social Networks |
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Email Marketing |
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Paid Marketing |
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Ratings Key:
Digital marketing is a constantly evolving field, and what was considered good or excellent last year, may not be the case today. Regular assessment and adaptation are crucial to ensure your digital marketing efforts stay current and effective.
View the How to Evaluate Your Digital Presence Worksheet Guide Video, featuring Stephen Boswell, CEO and President, Oeschsli:
Next Step
Once you’ve evaluated your digital presence, visit our Building Your Digital Presence webpage
Built in collaboration with Oechsli.
Oechsli is not an affiliate or subsidiary of Hartford Funds.