Marketing Diagnostic & Audit

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Marketing diagnostics: when the picture becomes clear, you can build a strategy that works.

This is often the best first step.

Before you spend more money, you need to know what is working and what is holding you back.

Our diagnostic gives you a clear view of your marketing situation and a simple plan for the next 90 days.

Why this often must come first

Why we usually start here

You can’t fix what you haven’t measured.

A diagnostic shows what’s working, what’s failing, and what’s missing.

It prevents wasting time on the wrong problems.

Without clarity, even good ideas end up solving the wrong thing.

It reveals where money is leaking.

Most companies overspend in places that don’t move the needle.

It uncovers hidden revenue opportunities.

Untapped markets, neglected segments, and simple wins often appear only after a deep look.

It shows the true capacity of the team.

Who is overloaded, who needs coaching, and what roles are actually missing.

It ensures the strategy matches the company’s stage.

The needs of a 10-person firm and a 50-person firm are not the same.

It prevents “random acts of marketing.”

A diagnostic forces focus and stops chasing trends, tools, or shiny tactics.

It gives the CEO and CMO a shared, factual picture.

No assumptions, no opinions—just data everyone can agree on.

It builds trust for bigger decisions.

When leaders see the real issues clearly, they’re ready to act.

It sets the foundation for a strategy that actually works.

Without a diagnostic, a strategy is guesswork. With it, it’s a plan grounded in reality.

Business People
What we review

What we look at

Website and landing pages
Advertising and paid campaigns
Email and CRM
Sales funnel and handover from marketing
Tracking, reports, and tools
Your offers and pricing basics
How your sales team delivers on the expectations set by marketing.
What you get

You will receive a report including

A simple score of key areas (green / yellow / red)
A list of problems and missed opportunities
A short, clear 90-day action plan
Suggestions on budget and priorities
Discussion call to walk through everything
Marketing Diagnostic & Audit 13
Process

How the diagnostic works

Kickoff call

We talk about your goals and current situation.
You share access to tools and reports.

STEP

01

Review and analysis

We review your assets, numbers, and funnel.
We focus on what affects revenue.

STEP

02

Report and call

You get a written report and a 60-minute call where we explain what to fix and in what order.

STEP

03

Low hanging fruit

A short, affordable program that pays for itself many times over. A great first step to test our capabilities before a longer engagement.