Marketing Bottleneck Quiz

Before we begin

Your details

So we know who this is from.

Full name

Email address

Business name

Please fill in all fields before continuing.

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Your gut feeling

Where's the biggest leak?

Every business moves people through five stages. Pick the one that feels most broken in your business right now.

Stage 1 - Stranger

Getting Found

Not enough new people are discovering me

Stage 2 - Visitor

Converting Visitors

People find me but don't take the next step

Stage 3 - Lead

Turning Leads Into Clients

I get enquiries but struggle to close them

Stage 4 - Customer

Keeping Clients Engaged

Clients finish and I lose touch with them

Stage 5 - Fan

Getting Referrals

Happy clients aren't spreading the word like I'd hope

Not sure

That's what I'm hoping to find out

Please select an option before continuing.

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Foundation

Understanding your business

We need to understand who you are before we can find what's holding you back.

Are you a service or product based business?

Service-based Product-based

1. In one or two sentences, what do you do and who is it for?

2. Who is your ideal client? Describe them as specifically as you can.

3. What makes you different from other options a client could choose?

4. What are your main offers and what do they cost?

5. What marketing have you tried that hasn't worked — and do you know why?

Please answer all questions before continuing.

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Stage 1 - Stranger

Are new people actually finding you?

This is about discovery - people who had never heard of you before.

6. How do most new clients find you? (select all that apply)

Word of mouth / referrals Google search Social media Paid advertising Networking / events Not sure / it varies

7. Is there one channel that is bringing most of your leads? If so, which one?

8. How consistently are you creating content?

9. What types of content do you post? (select all that apply)

Graphic posts Single images Carousels (multiple images) Reels

10. Have you tried paid advertising?

Yes, it worked well Yes, but it didn't work No, haven't tried it yet No, don't think it's right for my business

11. In a typical month, how many enquiries do you get from people who aren't referrals or existing contacts?

Please answer all questions before continuing.

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Stage 2 - Visitor

When they find you, does it convince them?

What happens when someone lands on your website or profile for the first time.

12. When someone finds you online, do they immediately understand what you do, who it's for, and what to do next?

Yes, it's clear Mostly, but it could be sharper Not sure, I haven't really checked To be honest, I think it's a bit confusing

13. Do you know your monthly website traffic and what people do when they land there?

Yes, I track it and understand the behaviour I have a rough idea No idea

14. How many website visits do you get per month on average?

15. Does your website push people toward one clear action - and do you think they're taking it?

Yes, clear CTA and I think it's working Yes, but I'm not sure if people are taking it There are multiple CTAs and it's unclear No clear CTA I'm honestly not sure

16. If someone visits your site but isn't ready to buy yet, can they stay in touch?

Yes, email list, lead magnet, or similar They can follow on social Not really, it's buy now or leave

17. If someone finds you through social media, is there a clear path from your profile to your business?

Yes, I have a link in bio, DM system, or lead magnet set up Partly, there's a link but no follow-up system Not really, social is just posting with no clear next step I'm not on social media

Please answer all questions before continuing.

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Stage 3 - Lead

Are interested people converting?

What happens between someone showing interest and becoming a paying client.

18. When someone shows interest, how quickly do you follow up?

Same day Within 2-3 days Within a week No set process

19. Do you have a system for tracking who's in your pipeline?

Yes, I use a CRM or structured system Roughly, it's in my head or a spreadsheet No, leads fall through the cracks

20. Can someone understand your offer and pricing without having to ask you directly?

Yes, it's clear on my website Partially, some info is there but not all No, they have to contact me to find out

21. Do potential clients have visible proof of your results before they speak to you?

Yes, testimonials and case studies are prominent Some, but they're hard to find Not really

22. How structured is your sales or discovery process?

Very structured, same process every time Somewhat structured It varies each time No set process

23. Of the last few people who showed real interest, roughly how many became paying clients?

Please answer all questions before continuing.

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Stage 4 - Customer

Are clients getting results and staying connected?

What happens once someone becomes a client - and after they finish.

24. When a client finishes working with you, what happens?

I have a clear follow-up plan I reach out occasionally when I think of them The relationship usually just ends No set process Nothing needs to happen, it's a one-time purchase

25. Do you know whether your customers are actually satisfied with what they got from you?

Yes, I actively check in or collect feedback Sometimes, if they reach out or tell me Not usually, I assume they're happy

26. Do you consistently ask for a review or testimonial after a purchase or engagement?

Yes, every time Sometimes Rarely Never

27. Is there a clear next step for clients when they finish - something they can continue or go deeper with?

Yes, there's a clear path to continue Sort of, but it's not formalised No, it just ends

28. If you're a service business - do you have a structured onboarding process for new clients?

Yes, clear, consistent, and sets expectations Somewhat, but it varies No, it's pretty ad hoc Not applicable, I'm product-based

Please answer all questions before continuing.

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Stage 5 - Fan

Are happy clients telling others?

This is about turning clients into advocates who bring new people to you.

29. Do your best clients actively refer people to you?

Yes, regularly, and I've made it intentional It happens occasionally, but not by design Rarely

30. When you get a testimonial, where does it go?

Prominently on my website and social media On my website but not really used elsewhere I collect them but rarely use them I don't really collect them

31. Could a happy client describe in one sentence why they chose you - well enough to repeat it to a friend?

Yes, definitely Maybe Probably not Not sure

32. Have you ever directly and personally asked a happy client to refer someone to you?

Yes, I do it regularly Yes, once or twice No, I've never asked No, I wouldn't know how to bring it up

Please answer all questions before submitting.

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Your answers go straight to the MoveTheNeedle team. We'll be in touch shortly.

Find your bottleneck.

You're all done.