100 Questions to Ask During a Marketing Audit

When people ask us what our agency does, I usually explain that we are a data-centric and customer-centric marketing agency for small businesses. Our clients vary and industries served vary, and specific projects vary, so sometimes it’s hard to get granular. However, the approach is always the same: we use data to understand what customers and potential customers want, and implement marketing strategies based on that to drive growth and results.

Then I usually start explaining the process of performing a marketing audit: that our team of experts takes a closer look at your small business to wrap our heads around what is happening, where opportunities are, and what we recommend to support growth. That it’s a conversation with the business, about pain points and ideas, about what’s been tried and what hasn’t, about team capacity and skillset. We listen to our clients input, and aim to identify opportunities that bring ease and efficiency in processes. Growth is great, but if your business isn’t scalable it will be short lived or brand damaging, not to mention a headache to manage.

Marketing Audit In a Nutshell

This is our most common service because while most small business owners have an acute understanding of what’s not working they don’t always know what the remedy is. An audit is designed to bridge this gap: dive deep enough into the business to come out with actionable insight. While each audit may be different because each business is different, we generally follow a similar process. Do some competitor research, look at your data and get some context from the business owner. Read most customer facing messaging and customer reviews. Examine your main marketing channels. We might have a few short conversations for clarity and to understand history, and we ultimately present and share back findings that are a custom-fit list of opportunities. You decide if you’d like to insource the solution or outsource the solution depending on your team, priorities, and budget.

Good for: When you have clear pain points or goals, but your action plan is blurry.

Value-Add: Audits deliver a lot of bang for their buck, with quick win ideas as well as long term strategies. Small businesses appreciate having a project that’s exploratory and encourages questioning…