/Services
Marketing Audit and Performance Review
Marketing Strategy That Makes Sense
If you suspect your marketing could be working harder—but you’re not sure where the leaks are—a Marketing Audit & Performance Review gives you a clear diagnosis and a prioritized fix list.
We take a hard, honest look at what you’re doing today, what’s working, what isn’t, and where you’re wasting time or budget, then translate that into a practical improvement plan.
What is a Marketing Audit & Performance Review?
This is a structured, end‑to‑end review of your current marketing ecosystem: website, analytics, SEO, paid media, content, email, and key funnels.
We’re not just running tools and exporting screenshots. We evaluate your marketing like an experienced operator: how well it attracts the right people, turns them into leads, and supports your sales process. The goal is simple: identify what to keep, what to fix, and what to stop, so you can either improve performance or confidently redirect resources.
Who this is for
A Marketing Audit & Performance Review is a good fit if:
- You’re spending on marketing, but not sure which pieces are actually pulling their weight.
- Your results are inconsistent or flat, and you don’t know why.
- You’ve worked with multiple agencies or freelancers and feel like things are fragmented.
- You’re considering a new investment (new website, new agency, new channel) and want a clear baseline first.
- You want a neutral, experienced perspective before making your next big marketing decision.
What’s included
You’ll get both analysis and practical recommendations, not just reports.
Channel & Funnel Review
- Website performance and basic UX from a buyer’s perspective.
- SEO and content visibility for your core services.
- Paid media and lead generation efforts, including targeting and messaging alignment.
- Email, nurture, and follow‑up workflows that support or hinder conversions.
Data & Tracking Checkup
- Analytics and conversion tracking basics (are we measuring the right things, correctly?).
- Key metrics you can actually rely on to make decisions.
- Gaps that make reporting confusing or misleading—and how to fix them.
Findings & Recommendations Report
- Clear summary of what’s working, what’s broken, and what’s missing.
- A prioritized list of fixes and improvements, ordered by impact and ease.
- Suggested 60–90‑day action plan with “do this first” guidance your team can follow.
- Notes on where you may be overspending or under‑investing.
How the engagement works
What you can expect
- Clarity on where your marketing is leaking money or opportunity
- A focused list of fixes that will actually move the needle
- Confidence in what to keep, what to change, and what to stop
- A stronger foundation for any future marketing investments
We collect information about your goals, systems, and current efforts, and request access to relevant tools (analytics, ad platforms, CRM, etc.). We also ask a few key questions about your offers, sales process, and capacity.
We review your assets and data from the perspective of both a strategist and operator, not just a tool report. That includes clicking through funnels, reviewing campaigns, and looking at how channels support each other.
We walk you through the key findings and answer questions live so nothing is left unclear. This is a working conversation, not a one‑way presentation—you can ask “why” and “what if” and get direct answers.
You receive a written summary and prioritized action list that you or your team can execute—or we can help you implement. The goal is to give you a clear, realistic plan to improve performance without burning everything down.
FAQs: Marketing Roadmap & Annual Planning
We try to keep your time commitment light. Most clients spend 60–90 minutes total between the intake conversation and the findings review call. The rest happens behind the scenes.
We’ll request access to key platforms (like analytics, ad accounts, and email tools) so we can see real data. If access is limited, we can still perform a lighter‑weight audit based on what we can see.
That’s common. Part of the audit is identifying tracking gaps and giving you specific recommendations to clean up your data so future decisions are based on something solid.
Almost never. Our goal is to preserve what works, fix what’s broken, and stop what’s clearly not working. If something truly needs a full rebuild, we’ll explain why and what that would involve.
Want a clear picture of what’s really happening in your marketing?
Request a Marketing Audit & Performance Review.