Work Tracker

Maturity Model & Assessment

6 levels. 10 dimensions. Three assessment paths. Every question with scoring.


The 6 Maturity Levels

LevelNameDescriptionTypical Client
0AbsentNo meaningful digital presence. Maybe a dormant Facebook page.New business, offline-only, or completely neglected digital.
1PresentWebsite exists. Maybe a social account. No strategy, no tracking, no consistency.”We have a website but it doesn’t do anything for us.”
2ActivePosting on social, maybe running some ads. Analytics exist but aren’t used. Content is sporadic.”We’re doing stuff but don’t know if it’s working.”
3StrategicDocumented goals and personas. Consistent content. Tracking ROI. Channels work together.”We have a plan and it’s working, but we’re hitting a ceiling.”
4OptimisedData-driven decisions. A/B testing. Automation. Multi-channel attribution. Clear team roles.”We’re profitable but want to scale efficiently.”
5LeadingAI-integrated. Predictive analytics. Advanced attribution. Scaling markets.”We want to stay ahead and find the next growth lever.”

What Each Level Needs From You

LevelEngagementYour Role
0–1Full-service build (6–12 months minimum)You build everything; gradually train their team
290-day sprint → retainerYou fix and build; they take over day-to-day
3Optimisation retainer (ongoing monthly)You optimise, they execute; you review and steer
4Advisory + specialist projects (quarterly reviews)You advise strategy; execute only specialist work
5Fractional CMO / advisoryYou attend leadership meetings; set direction

The 10 Dimensions

Each dimension is assessed independently. A business might be Level 4 on social media but Level 1 on email — that unevenness is where your value lives.

India-Specific Adjustments

Dimension (Global)India Adjustment
Email MarketingWhatsApp + Email (WhatsApp is primary; 90%+ open rate vs 15–20% email)
Paid AdvertisingPaid Ads + Marketplace Presence (Amazon, Flipkart, Meesho are ad platforms too)
Conversion InfrastructureTransaction Infrastructure (UPI, Razorpay, Cash on Delivery, EMI)
SEOSearch + Discovery (includes JustDial, Practo, Sulekha, Google Maps)

Dimension 1: Strategy & Goals

LevelWhat It Looks Like
0No goals. No strategy. Marketing happens randomly.
1Vague goals (“get more customers”). No documentation.
2Some goals exist but aren’t SMART. Activities aren’t tied to them.
3SMART goals documented. Personas defined. USP articulated. Strategy reviewed quarterly.
4Goals cascade from business objectives. Personas validated with data. Competitive analysis is ongoing.
5Predictive goal-setting. Strategy adapts in real-time based on AI-surfaced insights.

Dimension 2: Website & Technical Foundation

LevelWhat It Looks Like
0No website, or a placeholder / under construction page.
1Website exists but is outdated, slow, not mobile-friendly. No CTAs.
2Decent site. Mobile-responsive. But slow, no structured data, poor UX.
3Fast site (Core Web Vitals green). Clear structure. CTAs. Accessibility basics met.
4Optimised UX. A/B tested layouts. Chatbot. Schema markup. PWA or native app.
5AI-personalised content per visitor. Advanced testing. Headless CMS. WCAG AA+.

Dimension 3: Analytics & Data

LevelWhat It Looks Like
0No analytics installed. No idea how many visitors they get.
1Analytics installed but nobody looks at it.
2GA4 exists. Someone checks traffic occasionally. No conversion tracking.
3GA4 configured properly. Conversions tracked. Monthly reports reviewed. Data informs decisions.
4Dashboards (Looker Studio). Attribution modelling. Funnel analysis. A/B test results drive changes.
5Predictive analytics. AI-powered anomaly detection. Real-time dashboards. Cross-channel attribution.

Dimension 4: Search & Discovery

LevelWhat It Looks Like
0Site not indexed. No Search Console. Doesn’t appear for own brand name. Not on JustDial/Practo.
1Indexed but no optimisation. Missing meta titles/descriptions. No keyword strategy.
2Some keywords targeted. Titles and metas exist but inconsistent. No content strategy for SEO.
3Keyword research done. Content targets search intent. Technical SEO solid. Search Console monitored. GBP optimised.
4Topical authority built. Structured data. Backlink strategy. Ranking for competitive terms. Listed on relevant directories.
5Appearing in AI Overviews. Voice search optimised. International SEO. Programmatic content at scale.

Dimension 5: Content

LevelWhat It Looks Like
0No content beyond a basic “About” page.
1A few old blog posts. No calendar. No plan.
2Posts sometimes. No consistent schedule. Content isn’t tied to goals or keywords.
3Content calendar. Regular publishing. Content matches persona needs. Brand guidelines exist.
4Repurposing pipeline (1 piece → multiple formats). AI-assisted creation. Content drives measurable results.
5Content engine at scale. Personalised per segment. Data-driven topic selection. Multi-format.

Dimension 6: Social Media

LevelWhat It Looks Like
0No social accounts, or created and abandoned.
1Accounts exist. Rarely posted on. No business profiles.
2Posts a few times a week. Some engagement. No strategy behind content choices.
3Consistent cadence. Business accounts with analytics. Content tied to strategy. Community engagement.
4Social commerce active. Influencer partnerships. UGC programme. Data-driven posting.
5Cross-platform strategy with platform-native content. Social listening. AI-optimised scheduling and creative.

Dimension 7: WhatsApp + Email

LevelWhat It Looks Like
0No email list. No WhatsApp Business. Plain personal WhatsApp for business.
1Small email list. No segmentation. Occasional blasts. Personal WhatsApp with some customer chats.
2Growing list. Some campaigns. No automation. WhatsApp Business with basic catalogue.
3Segmented list. Regular campaigns. Welcome flow. WhatsApp Business with quick replies, labels, and broadcast.
4Advanced automation (cart abandonment, win-back, post-purchase). WhatsApp API with scheduled follow-ups. Revenue tracked per channel.
5Predictive send times. AI personalisation. Full lifecycle automation across WhatsApp and email. 25%+ of revenue from owned channels.

Dimension 8: Paid Advertising

LevelWhat It Looks Like
0No paid advertising.
1Boosted a few social posts. No conversion tracking. No strategy.
2Running ads but can’t tell if profitable. No retargeting. Basic targeting.
3Conversion tracking works. Positive ROAS. Retargeting active. Strategy documented.
4Multi-platform. A/B tested creative. Smart bidding. First-party audiences. Performance Max or Advantage+.
5Full-funnel attribution. Incrementality testing. AI-driven budget allocation. Cross-channel optimisation.

Dimension 9: Transaction & Conversion Infrastructure

LevelWhat It Looks Like
0No way to transact online. Phone/email only.
1Basic contact form or payment link. No product pages.
2E-commerce or booking system exists but friction is high. UPI QR at counter but not online.
3Smooth checkout. Multiple payment options (UPI, cards, BNPL). Mobile-optimised.
4Social commerce. AI recommendations. One-click checkout. Optimised with analytics.
5Headless commerce. Personalised shopping. Live shopping. International checkout.

Dimension 10: Team, Process & AI Readiness

LevelWhat It Looks Like
0One person doing everything. No tools. No process.
1Someone is “handling” marketing. No defined role. No tools beyond social apps.
2Some tools in use (Canva, basic email). Marketing happens but isn’t managed.
3Clear roles (even if outsourced). Project management tool. Regular reviews. Basic AI adoption.
4Documented processes. Content pipeline. Shared dashboards. AI tools integrated into daily work.
5Cross-functional team. Automated reporting. AI governance policy. Continuous experimentation culture.

Maturity Profiles — Reading the Shape

PatternWhat It MeansWhat to Do
Flat low (all 0–1)Starting from scratchFull build. Maximum impact, maximum effort. Start with foundation.
Spiky (high on 1–2, low on rest)Over-invested in one channelBalance the portfolio. Often: good at social, bad at everything else.
Plateau at 2–3Busy but not growingNeeds strategy and measurement. Quick wins from fixing what exists.
High with holes (mostly 3–4, one at 0–1)Mature business with blind spotsTargeted fixes. Often: great content but no email, or good ads but terrible website.
Uniformly high (all 4–5)Doesn’t need a generalistAdvisory or specialist engagement.

Scoring

Per dimension: Average of question scores in that section, scaled to 0–5.

Dimension Scaled Score = (Average of question scores / 4) × 5

Overall: Average of all 10 scaled dimension scores.

Score RangeLevel
0.0 – 0.9Level 0: Absent
1.0 – 1.9Level 1: Present
2.0 – 2.9Level 2: Active
3.0 – 3.9Level 3: Strategic
4.0 – 4.5Level 4: Optimised
4.6 – 5.0Level 5: Leading

Always show the dimensional breakdown — the overall score hides the shape.


Gateway Questions (Before Assessment)

Three plain-English questions determine which path the prospect takes:

G1. Does your business have a website?

  • Yes / No / I’m not sure

G2. When someone wants to find your business online, can they?

  • Yes — we show up on Google
  • Sometimes, but not always
  • Probably not
  • I’ve never checked

G3. How do most of your customers find you today?

  • Word of mouth / referrals
  • They walk past / see our sign
  • Social media
  • Google / online search
  • Paid advertising
  • I’m not sure

Routing:

If…Path
No website + probably not findable + word-of-mouthPath A: Starting Fresh (12 questions, plain English, 3 min)
Has website + mixed findability + mix of channelsPath B: Growing (standard 40 questions, tooltips, 5–7 min)
Has website + ranks on Google + multiple channelsPath C: Scaling (full technical, 5–7 min)

Path A: Starting Fresh (12 Questions)

Plain English. No jargon. No scores shown — outcome-oriented language instead.

A1: Your Customers

QA.1 How do your customers find out about you right now?

  • Word of mouth only → No digital acquisition
  • They walk past → Location-dependent
  • Social media → Some digital traction
  • Google / search → Foundation exists

QA.2 If a customer wanted to recommend you, what would they tell their friend to search?

  • Free text (reveals: do they show up for their own name?)

QA.3 Do customers ever tell you they had trouble finding your contact details?

  • Yes, regularly / Sometimes / No, they find us easily

A2: Your Online Presence

QA.4 Can someone find your phone number, address, and hours online right now?

  • No, they’d have to call or ask → Level 0
  • Yes, on Google or a directory → Basic presence
  • Yes, on our website and Google → Level 1–2

QA.5 Do you have a page on any of these? (select all)

  • Google (business info box appears when you search your name)
  • Facebook / Instagram / A website / Yelp/TripAdvisor/JustDial/Practo / None

QA.6 If you have a website, when was it last updated?

  • Don’t have one / Can’t remember / Over a year / Last few months / Regularly

A3: Your Customers Online

QA.7 Do you get messages, comments, or reviews from customers online?

  • No / Yes but I don’t respond / Yes, I respond when I can / Yes, it’s part of how I run my business

QA.8 Do you collect customer email addresses or phone numbers?

  • No / Some in my phone / Yes, in a spreadsheet / Yes, in a proper system

QA.9 Do you send emails or WhatsApp messages to customers about offers or updates?

  • No / Occasionally / Yes, regularly

A4: Your Marketing

QA.10 Have you ever paid for online advertising?

  • No / Yes, but I didn’t see results / Yes, it brings in customers

QA.11 If you could wave a magic wand, what’s the one thing you’d want from marketing?

  • More customers finding me / More customers coming back / People knowing I exist / Understanding what’s working / Someone handling it so I can focus on my business

QA.12 What’s holding you back from doing more marketing?

  • Don’t know where to start / No time / No budget / Tried before, didn’t work / Don’t trust marketing people / Don’t think I need it

Path B & C: Full Assessment (40 Questions)

Path B and C share the same questions. Path C prospects see them without tooltips; Path B gets contextual explanations.

Section 0: Business Profile (Not Scored)

Q0.1 What type of business are you?

  • Local business (restaurant, salon, clinic, shop) / E-commerce / B2B / Creator / Non-profit / Other

Q0.2 What industry?

  • Food & hospitality / Health & wellness / Fashion & beauty / Tech & SaaS / Professional services / Education / Home & lifestyle / Other

Q0.3 How long operating?

  • < 1 year / 1–3 / 3–10 / 10+

Q0.4 Team size (including you)?

  • Just me / 2–5 / 6–20 / 20+

Q0.5 Approximate monthly revenue?

  • Pre-revenue / Under ₹4L / ₹4L–₹20L / ₹20L–₹80L / ₹80L+ / Prefer not to say

Section 1: Strategy & Goals

Q1.1 Do you have documented marketing goals?

AnswerScore
No marketing goals0
Goals in our heads, not written1
Written goals but don’t review regularly2
SMART goals reviewed monthly3
Goals cascade from business objectives, tracked with KPIs4

Q1.2 Have you defined your ideal customer?

AnswerScore
We sell to anyone who’ll buy0
General idea, nothing documented1
Written basic description2
Detailed personas with demographics, goals, pain points3
Personas validated with data, updated regularly4

Q1.3 Do you know what makes you different from competitors?

AnswerScore
Haven’t thought about it0
General sense but haven’t articulated it1
Can describe our USP verbally2
USP documented and consistent across marketing3
Differentiation is data-backed and drives strategy4

Q1.4 When did you last review your marketing strategy?

AnswerScore
We don’t have a strategy0
Over a year / can’t remember1
Within last 6 months2
Within last quarter3
Review monthly, adjust quarterly4

Section 2: Website & Technical Foundation

Q2.1 Do you have a website?

AnswerScore
No0
Yes, very basic or outdated1
Yes, functional but could be better2
Yes, modern, fast, mobile-friendly3
Yes, optimised, tested, regularly improved4

Q2.2 How does your website look on mobile?

AnswerScore
Haven’t checked0
Works but isn’t great1
Responsive and usable2
Mobile-first, easy navigation, fast load3
Tested regularly on multiple devices; Core Web Vitals monitored4

Q2.3 Does your website have clear calls to action?

AnswerScore
What’s a CTA?0
There’s a “Contact Us” page somewhere1
A few buttons and forms2
Every page has a clear CTA aligned to a goal3
CTAs are A/B tested and optimised for conversion4

Q2.4 When was your website last updated?

AnswerScore
Don’t know / never0
Over a year ago1
3–12 months ago2
Within the last month3
Updated weekly or more4

Section 3: Analytics & Data

Q3.1 Do you have Google Analytics (GA4) or similar on your website?

AnswerScore
What’s that?0
Set up once, I don’t look at it1
Installed, I check occasionally2
Properly configured, I review regularly3
Yes, with conversion tracking, custom events, and dashboards4

Q3.2 Do you track conversions (purchases, form submissions, bookings)?

AnswerScore
What’s conversion tracking?0
No, but I know roughly how many sales we get1
Track some but not consistently2
All key conversions tracked and reported3
With attribution modelling and funnel analysis4

Q3.3 How often do you use data to make marketing decisions?

AnswerScore
Never — gut feeling0
Rarely — when something goes wrong1
Sometimes — check monthly2
Often — data informs weekly planning3
Always — every decision data-supported; we run experiments4

Q3.4 Can you tell me your website’s monthly traffic right now?

AnswerScore
No idea0
Could find out but don’t know offhand1
Roughly, yes2
Yes, with trend and top sources3
Yes, with conversion rates, bounce rates, and channel breakdown4

Section 4: Search & Discovery

Q4.1 If someone searches for what you sell + your area, do you show up?

AnswerScore
Never searched for myself0
Don’t think so1
Sometimes, not on page 12
Usually page 13
Top positions for multiple relevant keywords4

Q4.2 Do you have Google Search Console set up?

AnswerScore
What’s that?0
Heard of it, haven’t set up1
Set up but never check2
Check regularly for performance data3
Use it to inform keyword strategy and fix technical issues4

Q4.3 Have you done keyword research?

AnswerScore
What’s keyword research?0
No, but I know what people might search1
Some informal research2
Documented target keyword list3
Mapped to pages, tracked for rankings, updated regularly4

Q4.4 Do your pages have unique titles and meta descriptions?

AnswerScore
Don’t know what those are0
Probably not1
Some do2
Every page3
Optimised with keywords, regularly updated4

Section 5: Content

Q5.1 How often do you publish new content?

AnswerScore
Never0
Published a few things ages ago1
Every now and then2
Regular schedule (weekly/bi-weekly)3
Multiple times/week across multiple formats4

Q5.2 Do you have a content calendar?

AnswerScore
What’s that?0
Post when we think of something1
Rough plan in our heads2
Documented, planned a month ahead3
Planned quarterly with themes, formats, channels, owners4

Q5.3 Do you repurpose content across channels?

AnswerScore
Create from scratch per platform0
Occasionally share a post1
Sometimes adapt for different platforms2
Regularly — one piece → blog, video, social, email3
Systematically with repurposing pipeline and tools4

Q5.4 Do you use AI tools for content?

AnswerScore
No, not sure what tools exist0
Tried ChatGPT once or twice1
Use AI sometimes for ideas or drafts2
AI is part of regular workflow with human review3
AI integrated into pipeline with brand guidelines, prompt library, quality checks4

Section 6: Social Media

Q6.1 Which platforms are you active on? (select all)

  • None (Score: 0) / Instagram / TikTok / Facebook / LinkedIn / YouTube / Pinterest / Threads / BlueSky / Other

Scoring: 0 = 0, 1 = 1, 2 = 2, 3+ = 3, 3+ with business accounts = 4

Q6.2 How often do you post?

AnswerScore
Rarely or never0
Few times a month1
1–2 times/week2
3–5 times/week3
Daily, platform-specific content4

Q6.3 Do you engage with comments and DMs?

AnswerScore
No0
Rarely1
Sometimes2
Usually within 24 hours3
Always, promptly, as part of community strategy4

Q6.4 Do you use social media analytics?

AnswerScore
What analytics?0
Notice likes but don’t look at data1
Check insights occasionally2
Review weekly, adjust content based on results3
Data drives strategy; track engagement, reach, conversion4

Section 7: WhatsApp + Email

Q7.1 Do you have an email list or WhatsApp broadcast list?

AnswerScore
No0
Yes, very small (under 100)1
Yes, a few hundred contacts2
Yes, 1,000+ actively managed3
Yes, large, segmented, and growing consistently4

Q7.2 How often do you message your list?

AnswerScore
We don’t0
Very rarely (few times/year)1
Monthly2
Weekly or bi-weekly3
Multiple times/week, segmented by audience4

Q7.3 Do you have automated flows (welcome, cart abandonment, follow-up)?

AnswerScore
What’s that?0
No automation1
Basic welcome message2
Welcome series + at least one other automation3
Full lifecycle: welcome, abandon, post-purchase, win-back, cross-sell4

Q7.4 Do you know your open rate, click rate, or response rate?

AnswerScore
No idea0
Seen numbers but don’t remember1
Roughly2
Yes, track over time3
Yes, with CTOR, conversion rate, revenue per message, deliverability4

Section 8: Paid Advertising

Q8.1 Do you run paid advertising?

AnswerScore
No0
Boosted a few social posts1
Yes, on one platform2
Yes, multiple platforms with defined budget3
Yes, with sophisticated targeting, testing, cross-platform optimisation4

Q8.2 Do you know your return on ad spend (ROAS)?

AnswerScore
What’s ROAS?0
Just know how much I spend1
Rough idea2
Track per campaign3
Per campaign, per channel, with attribution4

Q8.3 Do you use retargeting?

AnswerScore
What’s retargeting?0
No1
Think so but not sure2
Yes, retarget visitors and cart abandoners3
Yes, with segmented audiences, frequency caps, tested creative4

Q8.4 Is your conversion tracking working correctly?

AnswerScore
Don’t know what that means0
Not sure1
Think so but haven’t verified2
Verified and reporting accurately3
Enhanced conversions, server-side tracking, cross-platform attribution4

Section 9: Transaction & Conversion

Q9.1 Can customers buy, book, or enquire online?

AnswerScore
No — call or email only0
Basic contact form1
Can book/buy online but process is clunky2
Smooth online transaction, multiple payment options, mobile-friendly3
Optimised with guest checkout, UPI, BNPL, one-click, AI recommendations4

Q9.2 Do you collect and display customer reviews?

AnswerScore
No0
A few exist, don’t actively collect1
Ask occasionally2
Systematic collection process, displayed on site3
Integrated across site, social, ads, GBP; respond to all4

Q9.3 Do you know your conversion rate?

AnswerScore
What’s a conversion rate?0
No1
Roughly2
Yes, overall and by traffic source3
Yes, with funnel analysis, actively optimised4

Section 10: Team, Process & AI

Q10.1 Who handles your digital marketing?

AnswerScore
Nobody really0
I do, on top of everything else1
Someone part-time2
Dedicated person/team or agency3
Structured team with defined roles, processes, regular reviews4

Q10.2 Regular schedule for reviewing marketing performance?

AnswerScore
Never review0
Only when something seems wrong1
Every few months2
Monthly reviews with reports3
Weekly + monthly + quarterly strategy sessions4

Q10.3 Marketing tools in use? (select all)

  • None (0) / Social scheduling / Email platform / Analytics / Design tools / AI tools / Project management / CRM

Scoring: 0 = 0, 1–2 = 1, 3–4 = 2, 5–6 = 3, 7+ = 4

Q10.4 How would you describe your marketing process?

AnswerScore
Don’t have one — reactive0
Ad-hoc — do things when we remember1
Loosely organised, no documentation2
Structured with calendar, pipeline, roles3
Optimised, documented, automated where possible, continuously improved4

Contact Capture (After Results Shown)

Results are shown before asking for contact info. Email capture is framed as “save your report” — not a gate.

Email (to save/share report)
Name (optional)
Website URL (optional — enables verification)
WhatsApp number (for follow-up)
Preferred language (English / Hindi / Kannada)

What would help you most right now?

  • Just wanted to see my scores
  • Get a detailed breakdown via email/WhatsApp
  • Book a strategy call to discuss results

Totals

PathQuestionsTime
Path A12~3 min
Path B/C5 profile + 40 scored~5–7 min