Marketing Audit & Action Plan

Marketing Audit & Action Plan

Services

Get an objective read on what’s working, what’s not, and what to do next.

We audit your website, content, SEO, paid media, analytics, and messaging. Then, we deliver a focused 30/60/90-day plan with both quick wins and strategic moves.

If you need clarity fast, this is where to start.

Scope &
Data Check

Before we dig, we make sure we’re looking at the full picture.

We’ll request:

  • Google Analytics and Tag Manager access
  • Ad platform performance data (Meta, LinkedIn, Google Ads)
  • CRM or pipeline snapshots
  • Your current site and key content
  • Positioning/messaging docs (if they exist)

No data? No problem. We can work with what’s live and tell you what’s missing.

Channel Audits

We run full diagnostics across your current marketing stack:

Website & UX
Speed, mobile, clarity, conversion path, CTAs

SEO & Content
Ranking gaps, keyword opportunities, snippet readiness, content structure

Paid Media
Efficiency, targeting, offer alignment, wasted spend

Analytics & Attribution
Goals set up properly? Tracking real conversions? Gaps in source attribution?

Messaging & Positioning
Is the story clear, distinct, and aligned to audience pain points?

You’ll see what’s working and what’s not pulling its weight.

Findings
& Gaps

We present a tight summary of:

  • Missed opportunities
  • Mismatched spend
  • Conversion friction
  • Content blind spots
  • Messaging breakdowns
  • Funnel or tracking gaps

This isn’t a 50-slide deck with charts that go nowhere. It’s a clear story that leads to action.

Your
30/60/90
Action Plan

The output is a priority-ranked roadmap, broken into what to tackle now, next, and soon:

  • 30 days: Quick wins (fix broken CTAs, high-impact content tweaks, SEO cleanup, budget shifts)
  • 60 days: Mid-tier fixes (LP rebuilds, retargeting flows, content gaps, messaging updates)
  • 90 days: Strategic moves (brand narrative revamp, SEO cluster builds, campaign rebuilds)

Each recommendation includes:

  • What to do
  • Why it matters
  • Expected lift
  • Who should own it

You’ll also get a scorecard template to track execution and results.

Readout &
Next Steps

You’ll get:

  • Live walkthrough of findings and plan (recorded if needed)
  • Full written report and 30/60/90 plan
  • Optional add-ons: implementation sprints, retainer, or team training

Whether you want to act on the plan yourself or have us help, you’ll leave with clarity.

Frequently
Asked Questions

Access to your site, analytics, ad platforms, and any existing brand or messaging docs. If something’s missing, we’ll work around it or help get it set up.

10–15 business days after kickoff. Rush audits available on request.

Absolutely. We can plug in our team for execution, support your in-house crew, or transition you to a fractional engagement based on the plan.

Not sure where to start? Start here.

Let’s diagnose what’s working, fix what’s not, and build a plan that gets traction fast.