Plan your use of the latest inbound marketing techniques across the full customer lifecycle structured around the Smart Insights RACE planning approach

Template to rapidly review and recommend improvements for a website and online marketing across the whole customer lifecycle

Digital Experience Management Toolkit
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Inbound Marketing Quick Wins template

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Who is the guide for?

This guide has been designed for conduct audits which reveal where key changes can be made to massively boost returns on marketing spend. This kind of audit will be useful for:

  • Client side marketers conducting an initial audit when starting a new role.
  • Consultants preparing pitches to clients
  • Agency marketers auditing client capabilities and identifying areas to improve.
  • Individual marketers preparing for job interviews

About the Inbound Marketing Quick Wins template

  • Author: Dr. Dave Chaffey
  • Format: 12 page A4 page Word document template that can be used to review and present recommendations for your business or clients.
  • Structure: This template is designed for a rapid review to create a report rapidly. It is divided into 5 sections using the Smart Insights RACE framework with prompts of issues to review and space to add your own comments.
  • Related templates: Brand audit template, Customer persona toolkit

Where would you start if you had just a few hours to review the marketing effectiveness of a website and make recommendations of 'Quick Wins' to a colleague or a client? They'll want to hear your priorities for changes to inbound marketing to boost visits, leads and sales focusing on the short-term and also suggesting longer-term initiatives.

Completing a website audit with the aim of improving results from your inbound marketing isn't easy if you're starting with a 'blank piece of paper' and don't have a structure to follow.

That's why this template was originally created 10+ years ago when Dr Dave Chaffey of Smart Insights was preparing pitches for agencies and giving consultant recommendations. It's now fully updated to cover the latest inbound marketing techniques across the full customer lifecycle structured around the Smart Insights RACE planning approach so you can apply a consultant's approach yourself by following the questions you need to ask.

There are lots of situations where, as an agency or client-side marketer, you may need to complete an audit to see the current problems with inbound marketing and future opportunities to boost results:

  • In preparation for a pitch to a client to highlight potential improvements
  • When preparing for a job interview where you may be asked to suggest strengths and weaknesses of communications
  • When starting a new role where you need to do an initial audit based on the business and give feedback to colleagues on priorities

What does the Quick Wins template include?

This template is structured with detailed questions in these sections:

  1. Plan - Understand the goals of the business, Key Performance Indicators and target audience personas.
  2. Reach - Covering inbound marketing techniques including SEO, PPC (Google AdWords) and affiliate marketing.
  3. Act - Review desktop and mobile website brand value proposition, customer journeys and calls-to-action for lead-generation and profiling.
  4. Convert - Welcome sequence, Remarketing and assisted selling.
  5. Engage - Social media and email marketing and improving the website for existing customers.

We also include an example of how to structure the review audit and recommendations.

About the Author of the Quick Wins template:

Dave ChaffeyDr Dave Chaffey is the editor of all Smart Insights resources. He has advised on SEO since he created his first site in 1997 when Altavista was the leading search engine and he switched to Google in ‘99. Ten years ago he ran the first SEO training courses for the Chartered Institute of Marketing and for several years was the tutor on the Econsultancy Advanced SEO course and also created the original Econsultancy Best Practice guide to SEO. Today his main SEO focus is improving organic search results for Smart Insights and our resources for subscribers.

Look Inside the Inbound Marketing Quick Wins template

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Like all Smart Insights' resources, our Inbound Marketing Quick Wins template includes our "practical" promise to you: Unlike other sites—that just give you research—we only deal in practical, actionable, insight-driven resources that you can use to guarantee success on your projects TODAY.

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I recently completed the RACE Digital Strategy Course. It was brilliant, and the 7-Steps guides are excellent resources, too. Thanks for providing such a fantastic collection.

Translated complex digital marketing channels into easy-to-understand concepts

Translates complex digital marketing channels into easy-to-understand concepts. Constantly updated with new insights that will help whether you own your own business or work for a large corporation.

Digital Experience Management Toolkit

The Inbound Marketing Quick Wins template is part of Smart Insights Digital Experience Management Toolkit. With a Smart Insights membership you gain access to, not only this guide, but also the 6 other resources in the toolkit.

..but that’s not all. With an Expert Membership you also gain access to 20 other Toolkits containing 150+ other resources, all available to you. All toolkits are designed to be super- actionable, to help you:

  • Plan - Create a structured plan and roadmap by reviewing your current weaknesses and the opportunities to boost online leads and sales
  • Manage - Review your marketing activities, so that you know where to focus to get the Quick Wins which will make the biggest difference
  • Optimise - Learn the best practices and success factors to help you compete to get better results

So why wait? Get instant access to this guide and see for yourself how easy it is to take your digital marketing—and your career—to the next level with our Toolkits

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