Get Started Free
🏢 Business & Strategy

Free Marketing Maturity Assessment Template

Score positioning, demand engine, content, measurement and team capability, with an AI report sequencing marketing spend that pays back first.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Score positioning, demand engine, content, measurement and team capability, with an AI report sequencing marketing spend that pays back first.

💡

About this template

Marketing underperforms for structural reasons before creative ones: positioning nobody can repeat, channels without measurement, content without distribution. This assessment scores five capability dimensions, ranks which one throttles the funnel, and writes up an AI report with a sequencing plan — what to build before spending more. Use it before a budget cycle or an agency engagement, so spend follows diagnosis.

🗂️

Template at a Glance

TemplateMarketing Maturity Assessment
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forCMOs and marketing leads · Founders · Agencies
CostFree to copy and customize on FormLM
📐

What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

🖥️

Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

loading...
…
Fill it in to see how responses flow.
loading...
…
Sample AI report with scoring visuals and recommendations, printable as a PDF.
loading...
…
Scan the QR on the report to start an AI consultant chat.
📦

What's Included

Everything you need to run this template.

1

Five weighted dimensions

Positioning, Demand engine, Content, Measurement, Team & budget — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

🧭

How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

👥

Who Is This For

Pick your role — see how it fits your workflow.

1

CMOs and marketing leads

Budget defense with evidence.

2

Founders

Know if marketing is structural or cosmetic.

3

Agencies

A structured intake for new accounts.

⭐

Key Features

What makes this template work as a professional deliverable.

📝

Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Our positioning is clear enough for anyone to repeat (1–5)
  2. At least two channels reliably produce pipeline (1–5)
  3. Content is produced and distributed on a system, not ad hoc (1–5)
  4. We can trace revenue back to marketing activity (1–5)
  5. Team skills and budget match our stated goals (1–5)
  6. Which channel would you double down on, and why? (open)
  7. What does your best customer say you're uniquely good at? (open)
❓

Frequently Asked Questions

What are the five marketing dimensions?
Positioning, demand engine, content system, measurement, and team plus budget — each scored 1–5 and weighted.
Should this be done before hiring an agency?
Yes — the report's value is diagnosing which dimension to build or buy; agencies answer better to a diagnosed gap than to 'we need more leads'.
Who should answer internally?
Marketing leadership plus one voice closest to the customer; the gap between the two is usually the finding.
How is maturity different from performance?
Maturity is whether the machine works repeatably; a good quarter from heroics can hide an immature system — that's what this exposes.
What does the AI report produce?
A ranked dimension diagnosis, the throttle on your funnel, and a sequenced investment plan for the next two quarters.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.
🔗

Related templates in this category

Business Maturity Assessment Customer Success Maturity Assessment Digital Transformation Maturity Assessment Financial Health Diagnostic Leadership Maturity Assessment Operations Efficiency Self-Assessment

Run the Marketing Maturity Assessment this quarter

A 5-dimension scored check with a personalized AI report — free to copy and customize.