Growth Roadmap Assessment

Each of the following questions will guide you in evaluating how your organization’s current sales and marketing practices align with practices that have been proven to result in sustainable, year-over-year growth.

When you complete the assessment, you’ll get your results right away. They’ll show where you’re strong, where improvements can be made, and which next steps are likely to make the biggest impact in your growth journey.

Use the navigation buttons below to proceed. For each statement, rate how true it is for your organization a scale from Rarely True to Consistently True.

Organization Name *

Full Name *

Email *

We have clearly identified the guest groups we most want to serve, and this guides our marketing decisions. *

Rarely True

Sometimes True

Consistently True

Our marketing communications present a clear, compelling message about who we are, what we offer, and why groups should choose us. *

Rarely True

Sometimes True

Consistently True

We have a documented process for how inquiries are captured, responded to, and followed up with so that every lead is handled consistently. *

Rarely True

Sometimes True

Consistently True

Our website makes it easy for visitors to take the next step and generates a steady flow of retreat inquiries. *

Rarely True

Sometimes True

Consistently True

Every new inquiry is tracked in our CRM and receives prompt, standardized follow-up. *

Rarely True

Sometimes True

Consistently True

We can see which marketing channels generate the most inquiries, and we use this data to make decisions. *

Rarely True

Sometimes True

Consistently True

Our Google Business Profile has complete, accurate info, recent photos, and fresh reviews. *

Rarely True

Sometimes True

Consistently True

We’re listed accurately in relevant local, national, and niche directories where groups search for retreats. *

Rarely True

Sometimes True

Consistently True

When people search for retreat venues in our area, our center shows up prominently and earns visits that lead to inquiries. *

Rarely True

Sometimes True

Consistently True

We use dedicated landing pages for specific groups and programs and those pages regularly generate inquiries. *

Rarely True

Sometimes True

Consistently True

We use search ad campaigns to target high‑intent keywords in our service area and they regularly produce qualified inquiries. *

Rarely True

Sometimes True

Consistently True

We run retargeting ads that bring past visitors back and generate additional inquiries. *

Rarely True

Sometimes True

Consistently True

Our core website pages are optimized for search and steadily maintain or improve rankings for important keywords. *

Rarely True

Sometimes True

Consistently True

We regularly publish helpful blog content that attracts relevant organic traffic and supports booking decisions. *

Rarely True

Sometimes True

Consistently True

We conduct recurring on‑site SEO updates and see measurable gains in organic visibility or inquiries. *

Rarely True

Sometimes True

Consistently True

Staff can email, text, and call prospects from one place, and every conversation is logged to the lead record. *

Rarely True

Sometimes True

Consistently True

All inquiries and tracked through defined stages from inquiry to rebooking, with clear ownership and next steps. *

Rarely True

Sometimes True

Consistently True

Prospects can book intro or planning calls via automated scheduling links without back‑and‑forth. *

Rarely True

Sometimes True

Consistently True

After‑hours or busy‑time inquiries receive automated responses that answer key questions and capture details. *

Rarely True

Sometimes True

Consistently True

We use automated email/SMS sequences to keep prospects engaged and move them toward booking. *

Rarely True

Sometimes True

Consistently True

Retreat planning communications (confirmations, reminders, checklists, rebooking prompts) are automated and reduce staff workload. *

Rarely True

Sometimes True

Consistently True

We send planned email/SMS updates to past guests and prospects that earn replies, clicks, inquiries, and referrals. *

Rarely True

Sometimes True

Consistently True

We post consistent, on‑brand social content that maintains visibility and prompts engagement. *

Rarely True

Somewhat True

Consistently True

Review requests are sent automatically, increasing recent 5‑star reviews month over month. *

Rarely True

Sometimes True

Consistently True

We run social media ads to reach new audiences and see measurable engagement or inquiries. *

Rarely True

Sometimes True

Consistently True

We use display ads to stay visible across the web and increase brand awareness within our target audience. *

Rarely True

Sometimes True

Consistently True

We use video ads (on YouTube or other video platforms) that tell our story and increase brand recall and intent. *

Rarely True

Sometimes True

Consistently True