Marketing Audit
Scope of Work: 1 month-Audit
The purpose of this first-phase engagement is to provide a comprehensive, independent assessment of the client’s current marketing efforts, processes, and positioning. The audit will identify strengths, weaknesses, and opportunities, and conclude with actionable strategies to drive measurable growth aligned with business objectives.
Activities
1. Review of Current Marketing Tools and Processes
o Evaluate the effectiveness of existing marketing platforms, CRM systems, automation tools, and workflows.
o Assess integration across sales and marketing functions.
2. Review of Current Content Marketing Strategy
o Evaluate the effectiveness of existing and planned content marketing activities
o Recommend content marketing strategies based on available budget
3. Customer and Stakeholder Interviews
o Conduct interviews with 2-3 select customers and key internal stakeholders to gather insights on brand perception, customer journey, and unmet needs.
o Identify common themes that can guide messaging and targeting improvements.
4. Audit current prospects
o Review why current deals in the pipeline are stalling
o Recommend strategies to move those deals down the pipeline
5. Competitive Analysis
o Benchmark against 2–3 key top competitors in terms of positioning, messaging, digital presence, and go-to-market strategies.
o Identify differentiation opportunities.
6. Positioning Review
o Assess current brand messaging, value proposition, and positioning in the market.
o Highlight gaps or inconsistencies with customer and market expectations.
Deliverables
1. Comprehensive Audit Report
o Findings from all activities, including process and content reviews, customer and stakeholder insights, competitor analysis, and positioning assessment.
o Clear identification of challenges and opportunities.
2. Custom-Built Growth Strategies
o Strategic recommendations tailored to the client’s unique market and goals.
o Three budget-level options with associated activities and expected outcomes.