Our Process
Comprehensive Marketing Audit Workflow
Step 1: Define Objectives & Scope
We collaborate closely with your team to establish clear audit objectives, key performance indicators and the precise scope of work. This ensures every stage is aligned with your organisation’s strategic goals.
Step 2: Gather & Review Existing Materials
We assemble all your current marketing collateral, campaign reports, strategy documents and analytics data. Our team evaluates these to understand historical performance and identify gaps.
Step 3: Stakeholder Interviews
Through structured interviews with key stakeholders—including marketing, sales and leadership—we capture insights on perceived challenges, successes and expectations.
Step 4: Market & Competitor Analysis
We analyse your market position and benchmark against competitors. This includes assessing competitor messaging, channels, pricing and positioning to identify opportunities.
Step 5: Digital & Offline Presence Audit
We conduct a detailed review of your website, social media, email marketing and any offline channels (print, events, PR). Our audit checks usability, brand consistency and technical health.
Step 6: Customer Research & Segmentation
Using surveys, interviews and analytics, we develop detailed customer personas and map their journeys. This helps tailor recommendations by segment and touchpoint.
Step 7: Channel & Campaign Performance
We deep-dive into each marketing channel—SEO, PPC, social, email—to evaluate ROI, conversion rates and engagement. We identify under-performing areas and quick wins.
Step 8: Budget Allocation & ROI Assessment
We review current budget allocation across channels, compare spend to outcomes, and model scenarios for reallocation to maximise return.
Step 9: SWOT Analysis
We synthesise all findings into a SWOT analysis—highlighting your strengths, weaknesses, opportunities and threats—to frame strategic priorities.
Step 10: Recommendations & Roadmap
Based on our audit, we deliver a clear, prioritised action plan—complete with timelines, resource estimates and KPIs—to guide your next steps.
Step 11: Presentation & Stakeholder Alignment
We present our findings to your leadership team, facilitate discussion and secure buy-in for implementation of the audit’s recommendations.
Step 12: Implement, Monitor & Refine
We support the roll-out of your new marketing roadmap, set up monitoring dashboards, and conduct periodic reviews to refine tactics for sustained growth.
