Evaluating Your Digital Presence Quiz

Grow Your Practice Deepening Relationships

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one can help amplify your brand, awareness, and growth while a poor one can make your practice look unreliable and outdated.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.

Websites serve as the hub for your online presence. By having a professional and informative website, potential clients can learn about who you are and what you stand for before ever stepping foot in your office.
Content helps to connect with potential clients on a more personal level. By creating articles, videos, or podcasts, you’re providing valuable information, demonstrating your expertise, and letting people get to know you…all at the same time.
Email newsletters are an efficient and consistent touchpoint. By providing a mix of content, e.g., a professional or personal team update, brief market or economic commentary, or information about upcoming events, you can both nurture existing client relationships and appeal to prospects.
Social networks allow you to share valuable content broadly and interact personally, creating community and establishing trust with your audience. Digital advertising helps you reach a large audience quickly and cost-effectively. By targeting specific demographics and interests, your ads are more likely to be seen by the right prospects.

By implementing these strategies and leveraging the power of digital marketing, you can increase your visibility, attract new clients and ultimately grow your business.

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.

Website

Yes

# of "Yes"

Does your website have a clear email-gathering call-to-action?

Does your website feature you on video?

Within 5 seconds can users tell what you do and who you serve?

Do you make weekly content additions (articles, videos, etc.)?

Do you provide a mechanism for booking calendar appointments?

Section Total

Content

Yes

# of "Yes"

Are you creating short-form video content at least monthly?

Do you post personal pictures on social networks at least monthly?

Do you write articles at least monthly?

Do you offer educational webinars at least monthly?

Do you have a content calendar that’s planned in advance?

Section Total

Social Networks

Yes

# of "Yes"

Do you post on social networks every week?

Do you have consistent meetings regarding social content?

Do you regularly comment on other people’s posts?

Do you have more than 100 followers on Facebook?

Do you have more than 500 connections on LinkedIn?

Section Total

Email Marketing

Yes

# of "Yes"

Are you sending newsletters at least monthly?

Do you provide personally-written commentary?

Do you provide updates on your team and family?

Do you make weekly content additions (articles, videos, etc.)?

Does each email seek to drive traffic to your website?

Section Total

Paid Marketing

Yes

# of "Yes"

Are you currently running ads on Facebook or LinkedIn?

Have you fully completed your Google Business Profile?

Are you currently running Google Search or Display Ads?

Do you boost posts on Facebook at least monthly?

Do you keep metrics related to your paid marketing?

Section Total

Ratings Key:

0-5 - Poor
You may be either highly restrained by compliance or could benefit by focusing more on your digital efforts. Make a commitment to get started.
6-10 - Fair
You’ve taken a few steps but haven’t made your digital presence a priority. If you don’t have the capacity or need support, consider delegating or outsourcing these tasks.
11-15 - Good
You have a decent foundation. Look at where the gaps are and focus on those.
16-20 - Very Good
Your digital presence is well-established across a variety of mediums. Now you can refine the quality of your approach and raise the bar with the help of creative experts.
21+ - Excellent
You ‘re making an impact through digital marketing. You have the luxury of being able to experiment with new tools and techniques to increase your advantage.

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.

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