If you’ve been in business for some time, it’s useful to know that the money you’re spending on advertising and promotion is still bringing the results you expected.

Markets evolve, customer preferences shift, and new competitors emerge, making your original marketing plan less effective than it once was. Regularly revisiting and refining your strategy keeps you aligned with current trends and ensures your efforts are focused on what truly drives value for your business.

If you’re uncertain whether your marketing spend is still contributing to your bottom line, our four-step checklist will help you identify opportunities for improvement and maximize your return on investment.

Step 1. Check your target market

Identify your best customers today and determine whether this has changed over time. Your customer base may have shifted significantly, so it’s important to ensure your promotional messages and advertising align with the current market and target the customers you want to attract.

Additionally, review your customer profiles to confirm they are still accurate and assess whether your customers remain viable and profitable. Over time, long-standing customers can sometimes become less profitable, whether due to increasing demands for discounts or requiring more of your time than expected. Regularly evaluating these factors will help you focus on maintaining strong, mutually beneficial relationships.

Step 2. Check your pricing strategy

Price is perhaps the biggest influence on how your customers perceive the value of your product or service. Make sure they still see your price as value for money and find out if there is an opportunity to increase prices where possible.

If you find that your price is being squeezed, there are ways to reduce costs yet maintain margin, including:

  • Finding cheaper suppliers.
  • Searching for new products.
  • Offering services that don’t have a direct low-price competitor.
  • Unbundling any fixed costs or unnecessary overheads.
  • Targeting customers who are less price sensitive.

It’s a good idea to regularly review your pricing and overall strategy. Lowering your prices should only be considered as a last resort if absolutely necessary, while increasing them is a positive step you can take when you consistently enhance the value you deliver.

Step 3. Check that your promotion is working

You should have a pretty good idea by now which promotional methods are working. Over time, some tactics may have become more effective, while others may have lost their impact. It’s important to regularly evaluate the performance of each promotional channel to make sure you’re investing your marketing budget wisely. This process involves identifying which strategies are driving customer engagement, conversions, and ultimately sales, and then allocating more resources to these high-performing tactics.

Conversely, it’s equally important to recognize underperforming methods and cut back or eliminate them to prevent wasted expenditure. A refined promotional strategy allows you to focus on what truly resonates with your audience and maximizes your return on investment.

Other promotional methods you can experiment with include:

  • Increasing your personal profile by volunteering as a speaker at events, industry conferences or webinars.
  • Building your reputation as an expert by creating content, blogs, and whitepapers.
  • Collaborating and advertising with strategic partners.
  • Joining and promoting clusters of complementary businesses.
  • Using social media platforms.
  • Leveraging traditional methods like television, radio, direct mail and print marketing.

There are still many businesses without websites that use word-of-mouth, networking and their reputation and credibility in their industry to generate sales. Other businesses are completely online and have sophisticated inbound and outbound marketing software to generate and nurture leads. There is no clear answer as to which is best. The only relevant point is to use whatever works for you.

Step 4. Check the budget

Establishing a budget is essential for measuring your return on investment (ROI). One approach is to base your budget on a percentage of sales. For example, if the industry average for marketing is 8% of sales and your business generates $1 million annually, you could allocate $80,000 per year to marketing.

Alternatively, you can build your budget around specific goals. Add up the costs of the tactics you know will be effective, and use that total as your budget. Another option is to use your previous year’s spending as a baseline, adjusting it up or down based on upcoming opportunities.

Whatever method you choose, stick to your budget, track the results, and refine your approach by focusing on what works while eliminating what doesn’t. This approach means your marketing dollars are being spent wisely and effectively.

Next steps

  • Take the time to review and refine your customer profiles. Make sure your marketing efforts are targeting the most valuable and relevant customers for your business today.
  • Regularly evaluate your pricing strategy so that it reflects the value you deliver while staying competitive. Look for opportunities to increase prices by enhancing your offerings and reducing unnecessary costs.
  • Identify which promotional activities deliver the best results and double down on them. Experiment with new tactics to expand your reach, such as content creation, strategic partnerships, and social media engagement.
  • Develop a clear marketing budget aligned with your goals and track your ROI. Focus on reallocating resources to strategies that yield the best outcomes, so that every dollar contributes to your business growth.

Make sure your competitive advantage is still relevant. Ask customers what they think and adjust accordingly so that what makes your business, products, or services attractive to buyers remains relevant. It’s a good idea to continually ask your customers why they buy from you. That way, you can focus on what buyers like most about your business, so you can invest your time and money there.

Want to grow your business? Our Free Resources will Help