Digital Maturity Checklist

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What It Means to Be Digitally Competent Today—Not Tomorrow

Being digitally competent is no longer about just having a website or posting on social media—it’s about having the right digital foundations in place to support growth, efficiency, and customer engagement.

The reality? Many businesses think they’re on track, but when you break it down, true digital competence requires more than just scattered tools—it demands a well-integrated, strategic approach.

📋 This checklist isn’t about future trends—it’s about what businesses need to have in place today to remain competitive. If you’re missing key elements, you’re not alone—but the important question is: What’s your next step to close the gap?

Checklist for a Strong Level 3 (Digitally Competent) Digital Maturity Response

Customer Experience

Customer Experience Manager in place.

Well-defined buyer personas actively used in marketing.

Customer communication follows a structured, multi-channel approach.

AI-powered chatbots and recommendation engines enhance user experience.

Data & Insights

Enterprise Resource Planning (ERP) system implemented.

Business Intelligence (BI) dashboards provide insights from customer data.

AI-driven analytics used for customer segmentation, behaviour prediction, and sentiment analysis.

Strategy & Leadership

Actionable business strategy with clear OKRs (Objectives & Key Results).

Leadership understands and prioritises digital transformation.

AI-assisted decision-making tools used for strategic planning.

Technology & Automation

ERP and Business Process Automation (BPA) in place to streamline workflows.

Cloud-based infrastructure adopted.

AI-driven tools such as predictive analytics, automated reporting, and workflow automation in use.

Operations & Efficiency

Multiple locations operate under a structured yet adaptable framework.

AI-powered automation for repetitive tasks (e.g., scheduling, document processing, inventory management).

Use of workflow automation tools to reduce manual intervention.

Digital Presence Indicators for Level 3

Content Strategy & Planning

Content calendar in place for blogs, newsletters, and social media.

Content mapped to different marketing funnel stages (Awareness, Consideration, Decision).

AI-assisted tools used for content generation, keyword research, and optimisation.

Lead Generation & Conversion Optimisation

AI-powered chatbots, forms, and landing pages for lead capture.

Automated lead scoring integrated with CRM systems.

A/B testing with AI-driven insights to improve conversion rates.

SEO & Keyword Strategy

AI-powered SEO tools (e.g., SEMrush, Ahrefs) used for keyword research & content optimisation.

Automated internal linking strategies to improve website rankings.

AI-driven real-time adjustments based on Google algorithm updates.

Social Media & Engagement

AI-powered scheduling & automation for social media content.

Engagement monitored with AI sentiment analysis for real-time strategy tweaks.

AI-generated images & video content enhance social media presence.

Email Marketing & Personalisation

AI-driven email personalisation for audience segmentation.

Automated email workflows for lead nurturing and re-engagement.

AI-powered analytics track open rates, subject line optimisation, and conversions.

Paid Advertising & AI Automation

AI-driven ad targeting and budget optimisation (Google Ads, Meta Ads).

Predictive analytics adjust ad spend based on conversion likelihood.

Dynamic AI-generated ad creatives tailored to audience preferences.

Analytics & Reporting

AI-powered dashboards automate marketing performance tracking.

Real-time tracking of content engagement, audience behaviour, and campaign ROI.

Predictive analytics used to forecast customer trends & optimise marketing strategies.

Digital Maturity Checklist

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