Assessments & Roadmaps


What Level is Your Organization Really At?

Direct Marketing Assessment & Roadmap

5W can work with you and your team to thoroughly assess your marketing capabilities and efforts by examining your goals, business, products, marketing activities, capabilities, data systems, past successes and failures, constraints and plans — contact us and we'll set up a call to get started.

To get started now, you can take this simple self-assessment. By taking this self-assessment, you will:

  1. Get a great assessment of your direct marketing capabilities
  2. Receive recommendations on how to take your marketing to the next level
  3. Have the option to talk to an expert to answer your questions and learn more ways to increase your success

In less than 4 minutes, we'll show you what level you're at and give you actionable information you can use right away to increase your success.

There's no hidden costs and no need to talk to anyone unless you want to and your results will be kept confidential.

After you complete your assessment, feel free to contact us if you have questions or would like to discuss additional steps you can take to increase your success. We would be happy to talk to you about your specific situation and can then make more specific recommendations. We can also help you develop a marketing roadmap to prioritize the changes that will give you the highest payoff in the shortest amount of time.


Direct Marketing Technology Assessment & Roadmap

The focus of your Direct Marketing Assessment is on your marketing strategies and tactics. This Direct Marketing Technology Assessment focuses on the marketing system tools, data and platforms you use to:

  • Manage your customer/member, transaction and campaign data
  • Identify who you engage
  • Execute your campaigns across all channels
  • Convert your customers
  • Analyze campaign performance

Once we have an understanding of the tools you have in place and how they're being used, we can help you determine if they're being used to their full potential to optimize your 5 W's. If it turns out that your marketing tools and technology aren't the right tools for the job, aren't being used correctly, or aren't being used to their full potential, we can develop a roadmap of changes for you to implement that can greatly increase your success.

Contact Us to Learn More