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Digital Marketing

Marketing Audits

Structured marketing audits that identify the biggest gaps and the fastest wins.

Overview

What we deliver

We run independent marketing audits across strategy, channels, technology, and team to identify what is working, what is wasted, and what to do next.

A marketing audit gives leaders an independent, structured view of where their program stands and what to change. We assess strategy, ICP, positioning, funnel, channel performance, technology stack, team structure, and reporting in a defined four to six week engagement. We interview leaders, review historical data, audit ad accounts, CRM, analytics, and content, and benchmark against industry norms. Findings are documented with clear severity ratings, root causes, and specific recommendations rather than vague observations. We present results to leadership and, where useful, to the board. The output is a prioritized roadmap covering quick wins for the next 90 days and structural changes for the next 12 months, with budget and team implications. Audits are common before hiring a CMO, after acquisitions, when investors require diligence, or when leadership suspects spend is not producing the results it should.

Fit Check

Built for teams like yours

Who it's for

  • Founders and CEOs reviewing marketing performance
  • Boards and investors conducting diligence
  • PE firms post-acquisition
  • New CMOs in their first 90 days
  • Marketing teams seeking outside review

Pain points we solve

  • Unclear where marketing budget is going
  • Suspicion that programs are underperforming
  • No benchmark for current activity
  • Conflicting opinions inside the team
  • Need for an outside view before major decisions
What's included

Capabilities

Everything we cover in this engagement.

  • Strategy and positioning review
  • ICP and segmentation analysis
  • Channel and campaign audit
  • Funnel and conversion analysis
  • Marketing technology and data audit
  • Team structure and capability review
  • Budget and spend efficiency analysis
  • Competitive and category benchmarking
  • Findings and prioritized roadmap
  • Leadership and board presentation
How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Kickoff and scope

We agree audit scope, access, and stakeholders.

02

Data and interviews

We gather data and speak with leaders and team members.

03

Analysis

We benchmark, score, and identify root causes.

04

Findings

We document gaps and prioritized recommendations.

05

Roadmap and handover

We present results and a 90-day and 12-month plan.

What you get

Deliverables & outcomes

What you get

  • Audit findings document
  • Channel and stack assessments
  • Funnel and metric analysis
  • Prioritized 90-day and 12-month roadmap
  • Budget and team recommendations
  • Executive presentation

Outcomes you can expect

  • Clear picture of what is working
  • Identified waste and quick wins
  • Roadmap leadership can act on
  • Outside benchmark for the team
  • Foundation for hiring or restructuring
Timeline

4 to 6 weeks from kickoff to final presentation

Engagement

Fixed-scope project, Quarterly audit retainer, Pre-CMO diagnostic

Tools we use

HubSpot, Salesforce, Google Analytics, Looker Studio, SEMrush, Ahrefs, Mixpanel, Amplitude, Notion

KPIs we track

Channel ROI, funnel conversion, CAC, payback, pipeline contribution, content output, team utilization

Client stories

What clients say

"

Our LCP was 4.8 seconds and Google was punishing us for it. They audited the build, dumped two plugins we did not need, moved hero images to a real CDN, and rewrote the critical CSS. LCP came down to 1.6 seconds within three weeks. Bounce rate on the pricing page dropped by a quarter without us touching the copy.

Sarah K.
"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.
FAQ

Frequently asked questions

Quick answers to the questions we hear most.

How long does the audit take?
Most audits run four to six weeks from kickoff to final presentation, depending on company size and scope.
Will you talk to our team?
Yes. Interviews with marketing, sales, product, and finance leaders are central to understanding root causes.
Can you audit agencies we work with?
Yes. We review agency outputs and contracts as part of channel and spend efficiency analysis.
Do we need to act on every recommendation?
No. We prioritize recommendations by impact and effort so you can choose which to act on first.
Can the audit lead to ongoing work?
It can, but it does not have to. Many clients use the audit purely as a diagnostic and act on the roadmap with their own teams.

Want an independent view of your marketing?

Talk to us about a marketing audit that gives you clear answers and a prioritized roadmap.