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How to do a Digital Marketing Health Check for your Clients [Step by Step Guide]

Author: Carl Heaton
He is our senior instructor and originally from Manchester UK. Carl teaches our Web Design and Online Marketing Courses.
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Guide to Digital marketing for the business health check

When taking on new clients it is important to know how to do a full online health check in order to have a good idea of where they stand and what you need to run with. This article talks about all the ways you can do an online health check for your clients. We will talk you through how to make a relevant list of action points to help them climb the ranks, make more sales, or increase their reach.

Going through an online health checklist is one of the most efficient ways. We all have that colleague or friend who gloomily predicts that your digital marketing is a waste of time. That is mostly because they didn’t do it right. But never fear! Making sure you know exactly HOW not to follow in their footsteps is easy. We have compiled the handy checklist to help you through the potential minefield of digital marketing.

Be sure to tick off every box to ensure the best possible services for your clients.

Lead generation is one of the most important aspects of any marketing position. Knowing your sales funnel and being able to tick off a social media health check will put you in a much better position to not only get, but retain digital marketing clients.

Awareness, interest, decision, and action are the summary of the journey that an online prospect needs to go through. You need to be able to guide your client’s potential prospects every step of this journey.  Don’t worry; it’s not as complicated as it sounds! Just make sure that you follow our step by step online health checklist, and you will be sure to have a handle on it in no time!

How can you determine if your story is worth telling

Storytelling has been around almost as long as humans have. This, in essence, is just what content marketing is. It’s the ability to build a relationship with your clients by providing high-quality content on a consistent basis, over a long period of time.

Content marketing platforms can be any multitude of things. It can range from radio, to print to digital. As long as you are constantly telling your client’s story about their product, they will be foremost in people’s minds. Check off these items to ensure that you are correctly practicing a content marketing strategy:

How can the writer point out the problem:

Understand your audience

That means finding their history, their life story, their preferences, likes, and dislikes. Then select a story that they can understand and digest. Let them feel rewarded just for listening, make them feel smart, or special. But, you’re probably asking, how do some people can talk about their socks and can still be interesting? All stories are worth telling, but how you tell is what makes them compelling. For example, if you’re targeting businesses, you would want to know what industry they are in, and what their target market is. Understanding the B2B Sales Meaning and how that affects their business, will help you tailor your content to be more relevant and useful for them. Further, knowing their unique selling proposition (USP) will allow you to emphasize their strengths in the story, making it more impactful for potential customers.

Find a story that your audience wants to hear

An online health check must be performed to outline a problem people have across multiple platforms.You can even use skywriting if you really want to, but be sure to do an online health check to be sure that you are hitting all the actual relevant bases.

Create agitation

Expand on that problem. Show people just how badly they do actually want something.

Does the content address the users problems that you have created?

Ensure that your content creates the problem, agitates it, and correctly addresses the issue by providing a solution.

Tell your story in a captivating manner

Use a combination of short and long sentences. Vary between simple and complicated words. Speak so quickly that you run out of breath during the exciting bits, and when you get to a truly important point… break. Let there be silence. Speak slowly, and clearly with a soft voice.


✓ Make sure to understand the audience

✓ Make sure to find a story the audience wants to hear

✓ Make sure to create an agitate story

✓ Make sure that the content created addresses the user’s problem

✓ Ensure that the user tell the story in a captivating manner


Social Media analysis

Social media is a very powerful tool that companies can utilize to connect with their audience and grow their business. But in order for social media use to be successful, a social media plan must be in place.

Step 1 – Set your social media goals

Step 2 – Define your target market

Step 3 – Conduct a SWOT analysis

Step 4 – Analyze your competitors

Step 5 – Outline your company’s available resources

Step 6 – Critique your website

Step 7 – Perform a social media audit




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  • Start with your best benefit: Tell people why your product is the best. Be honest, although you can fluff a little. Lying is NEVER the way to go in advertising.




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