Engagement 02 · Process overview
A structured audit across every marketing channel your brand operates — broken into three focused phases so you get clarity in sequence, not a 60-page document you’ll never fully action. A master growth roadmap closes the engagement.
Who this is for
This is not a paid-only audit. It covers every channel your brand operates — paid, brand, content, and retention — across three structured phases over 31 days. The founders who get the most from it are the ones who sense that their marketing channels are each doing their own thing, and nothing is compounding.
Four criteria
You are a D2C brand between $5M and $50M in annual revenue with active investment across paid and at least two other channels — email, content, influencer, or organic
You have execution in place — an agency, freelancers, or an in-house team — who will implement the strategy that comes out of this audit
You are making marketing decisions without a senior strategic lens across the full system — either because you don’t have a CMO, your CMO is stretched, or you want an independent outside read
You are ready to act on a prioritised roadmap within 60 days of receiving the final synthesis document — not park it in a folder and revisit it in six months
One thing that matters as much as the criteria above
You understand that fixing paid alone will not solve a full-funnel problem. If your retention is leaking customers, your content is not compounding, and your brand positioning is inconsistent — no amount of Meta optimisation will fix your MER long term. This audit looks at all of it. The founders who get the most from it are the ones who are ready to see the full picture, not just the part they are already focused on.
If that describes where you are, this is the right engagement.
Before we begin
Your data is used solely for the purpose of this audit. All account access is view-only across every platform — no changes are ever made to your campaigns, budgets, or content. We never share your metrics or strategies with third parties without your express written consent.
Phase 01 — Acquisition
Identical to the standalone Paid Acquisition Diagnostic — Meta, Google, landing pages, tracking, and creative reviewed in full. You walk away from Phase 01 knowing exactly what’s broken across paid acquisition before we move to brand and content.
Phase 01 deliverables
Phase 01 strategy document
Meta, Google, tracking, creative — every gap identified and prioritised
Call 1 — 45-minute paid acquisition debrief
Priority walkthrough and creative direction
Phase 02 — Amplification
A structured review of every channel responsible for brand equity, organic reach, and content-led growth — and how they’re currently supporting or undermining your paid performance.
Phase 02 deliverables
Phase 02 strategy document
Channel-by-channel findings — what’s working, what isn’t, and prioritised recommendations
Content strategy direction per active channel
What to publish, at what frequency, and with what intent
Call 2 — 45-minute Phase 02 debrief
Brand, content, and organic channel findings with open Q&A
Phase 03 — Retention
The phase most D2C brands skip — and the one that compounds the most. A full review of how you’re treating customers after the first purchase, and how much revenue is being left on the table.
Phase 03 deliverables
Phase 03 strategy document
Full findings across email, SMS, lifecycle, LTV, cross-sell, and loyalty
Cross-sell and upsell opportunity map
Where AOV can be increased across cart, checkout, post-purchase, and retention flows
Call 3 — 45-minute Phase 03 debrief
Retention findings with action priorities and open Q&A
Final synthesis — the master growth roadmap
Days 28–31 · Included in the $2,999 engagement
Each phase delivers its own strategy document and debrief. But the engagement closes with one additional output — a cross-channel synthesis connecting the findings across all three phases into a single prioritised growth roadmap. This is where the compounding insights live: the paid gaps caused by weak retention, the content gaps inflating acquisition costs, the positioning inconsistencies undermining every channel at once.
Master priority list
What to fix first, in what order, and why that sequence matters across all three phases
Channel interdependency map
How each channel is affecting the performance of every other across your full marketing system
90-day action plan
A sequenced execution plan your team or agency can begin immediately after the final call
Call 4 — synthesis alignment (30 minutes)
Final conversation to align on the master roadmap before you begin execution · Days 28–31
Ready to see the full picture?
Fill in the intake form. I’ll review your brand before anything is confirmed.
