Benchmark and improve your digital marketing
About our healthcheck
- Authors: Dave Chaffey and Danyl Bosomworth
- Last updated:January 2012
- Format: Excel spreadsheet to score and chart your digital marketing
- Download: Download now
How will the planning template help me and my business?
This template steps you through around 40 strategic questions you need to ask to help you review how well you’re making use of digital marketing now and will use it into the future.
We’ve designed the health check to be as flexible as possible, so it can be applied for different purposes:
- Company directors and marketing managers – identify priorities you can direct your team and agencies to work on
- Digital marketing managers – create a roadmap of digital marketing activities
- Agencies and consultants – use it to improve your own marketing audits and recommendations to clients
The questions are structured within the areas of the Smart Insights RACE framework of online marketing activities to manage:
- Plan – shows what needs to be included in a digital plan.
- Reach – gives ideas on strategies to get more targeted traffic on your website and social media outputs.
- Act and Convert – questions to ask to interact more with your content and increase conversion.
- Engage – approaches to increase long-term value of customers through social media, email and web.

Download Digital marketing benchmark template
You access this advice if a Smart Insights Expert-level member.
Smart Insights Expert Members get “at your desk access” to in-depth advice to improve their online marketing skills and capabilities:
- In-depth Ebooks
- Online training
- How to videos
- Marketing templates
- Audit Online Capabilities
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About Smart Insights Templates
What make's our templates different?
The Smart Insights system for digital marketing improvement includes many templates to help you plan and manage your marketing. The templates are Word or Excel checklists to help you review a company's approach to digital marketing or Excel calculators and models to enable you to better plan digital marketing. All our templates are:- Focused on improvement – Each template will support you to review current ways of working and recommend improvements.
- Available in Word or Excel – Supplied in the most commonly used apps, they can be imported into other programmes.
- Provided as an unbranded template – Unlike our guides, these templates are plain, so you can easily modify to add your own company logo
- Field-tested – Dave Chaffey and the authoring team have years of experience in online marketing, we know the questions that need answering, so that's we include
How will the templates help me?
Our templates are designed to be used as "live documents" to help you and your team when planning or managing digital marketing. This is how our guides help:- Company owners and marketing managers - many of templates cover planning and strategy.
- Digital marketing and Ecommerce managers - as well as planning and strategy you can audit specific digital channels like search or social media marketing with our templates.
- Digital marketing specialists - templates are available for each of the main digital channels, so whether you work on Social media marketing, SEO, PPC, email marketing or conversion rate optimisation for the website there is a template to help. If there isn't, get in touch and we can develop one .
- Consultants and agency specialists - review your own techniques and process against the best practice templates to help you provide structured insights and recommendations for clients.

