1. Understand your business
The right marketing structure depends on how you sell, whom you sell to, and where the business is today.
What stage is your company in?
Select a stage
Pre-revenue / preparing to launch
Early traction / validating repeatability
Growth / scaling customer acquisition
Scale / expanding an established business
If pre-revenue, what best describes your situation?
Not sure / prefer not to say
Bootstrapped or limited funding
Funded, with resources for a launch
Are you approaching a defined launch?
Not sure
No, still developing the business or product
Yes, launch is approaching
How do customers primarily buy?
Select a go-to-market model
Sales-led: salespeople guide the buying process
Product-led: users experience value in the product
Partner/channel-led: partners drive distribution
Hybrid: multiple motions are important
Not sure yet
What is your typical annual contract value (ACV)?
Select a range
Under $5,000
$5,000–$50,000
$50,000+
Not sure / varies widely
2. Assess your current marketing function
A job title alone doesn’t tell us whether the business has the strategic leadership it needs.
Which best describes your current setup?
Select one
No formal marketing function
A junior marketer or generalist, without experienced marketing leadership
A marketing team exists, but no clear strategic leader directs the function
A marketing leader is in place, but key capabilities or results are missing
An established marketing team is producing results, but needs to scale or improve
Not sure whether our structure and capabilities are sufficient
If you have a Head of Marketing, VP of Marketing, CMO, or another person responsible for leading marketing, which are their strongest capabilities? Select all that apply.
Broad, hands-on leadership across marketing Demand generation and campaign execution Product marketing, positioning, and messaging Marketing technology, operations, and analytics Events, field marketing, and relationship building Other Not sure
3. Check the foundations
Assess the current state of each marketing foundation in your business, including your ideal customer profile, positioning, go-to-market strategy, measurement, and execution.
1 = Not a problem · 2 = Minor · 3 = Moderate · 4 = Serious · 5 = Critical · Don’t know
5. Execution and capacity
How would you describe your current execution capacity?
Select one
Very limited: little or no dedicated marketing capacity
Overloaded: important work is consistently delayed
We have capacity, but priorities or effectiveness are unclear
Adequate for current needs, but not the next stage
Strong: we need to optimize or scale what works
Not sure
Which channel or motion is most important to your business?
Select one
Digital, content, SEO, and inbound
Outbound and sales-supported demand generation
Events, field marketing, and relationships
Partners and channel distribution
Product-led acquisition, activation, and lifecycle
Several channels are equally important
Not sure yet
Anything else we should know? (Optional)
This is a structured self-assessment, not a validated predictive model. The results are hypotheses to investigate, not a substitute for reviewing your actual business and funnel data.