Engagement 02 · Intake form
31-day programme · 4 calls

The Complete Marketing Audit

Tell me about your brand and your full marketing setup

This form covers all three audit phases. The more detail you provide, the more precisely each phase can be calibrated to your actual gaps.

Takes 12–15 minutes
1
About you and your brand

All phase documents, call links, and access requests will be sent here.

Phase 01 — Paid acquisition · Days 1–7
2
Your paid channel setup

Meta Ads — Facebook & Instagram

Google Ads

Search, Shopping, Performance Max

TikTok Ads

Amazon Ads

YouTube Ads

Google Analytics 4

Triple Whale

Northbeam

Platform-native only

Phase 02 — Brand, content & organic · Days 8–17
3
Active content channels

YouTube channel

Publishing at least once per month

Instagram

TikTok organic

Blog / SEO content

Influencer / creator programme

Pinterest

Clear and consistent across all channels

Defined internally but inconsistently communicated externally

Evolved since launch — not sure if it's still right

Not clearly defined — this is a known gap

Phase 03 — Retention & lifecycle · Days 18–27
4
Your retention stack

Email flows and automations

Welcome, abandoned cart, post-purchase, win-back

SMS marketing

WhatsApp

Loyalty programme

Referral programme

Subscription / continuity offering

5
The real situation

Growth has plateaued and I can't identify why

Preparing to scale spend — want a strategic baseline first

Channels are siloed — nothing is compounding

Acquisition costs rising and retention isn't compensating

Between CMO hires — need interim strategic clarity

Second opinion before briefing an agency or making a hire

No judgement. Understanding what hasn't worked is as important as understanding what has.

Paid media agency

Creative or content agency

Email / retention agency or freelancer

Influencer or PR agency

Fully in-house or self-managed

Privacy & Confidentiality

Your data is used solely for the purpose of this audit. We never share your metrics or strategies with third parties without your express written consent.

What happens next

Preliminary brand review within 48 hours. Initial observations and next steps by email — before any payment is requested.