Free marketing audit, and the checklist I use
A marketing audit is a structured review of how your business attracts and converts customers: tracking, channels, website, content and data. Book a free audit with me, or use the checklist below to run one yourself.
What the free audit covers
We start with a call about your goals, numbers and what has and has not worked. I look at your website and any ad, analytics or social accounts you choose to share. You leave knowing the first fixes I would make, in order of impact.
If you want help making them, you get a written plan and a fixed quote. There is no obligation.
Marketing audit checklist
Work through each area. Anything you cannot tick is a place where money or leads are leaking.
Goals and numbers
- Revenue or lead targets for the next 12 months
- Average order or deal value, gross margin and repeat purchase rate
- Current cost per lead or cost per acquisition by channel
- Break-even ROAS for your margin
Tracking and analytics
- GA4 and Google Tag Manager installed once, with no duplicate tags
- Key conversions tracked: purchases, leads, calls, bookings
- Ad platforms receive conversions, ideally through server-side or conversion APIs
- Consent mode and cookie banner set up for your markets
- CRM records the source of every lead
Paid media
- Account structure matches products, markets and funnel stages
- Budget follows results, reviewed weekly
- New creative tested every month
- Search terms and placements reviewed for waste
- Landing pages match the promise of each ad
SEO
- Pages are indexed and the sitemap is submitted in Google Search Console and Bing Webmaster Tools
- Each service or product has its own page targeting its own keywords
- Titles and meta descriptions are unique and written for clicks
- Core Web Vitals pass on mobile
- Old URLs redirect after any site move
AEO and GEO
- robots.txt allows AI search crawlers such as OAI-SearchBot, Claude-SearchBot and PerplexityBot
- Key pages answer the main question in the first lines
- Organization, Person, Service and FAQ structured data
- Business name, description and contact details identical across your site and profiles
- You have checked how ChatGPT, Gemini, Claude and Perplexity describe you
Social and creative
- Each platform has a clear purpose and posting cadence
- Profiles are optimised for social search
- Short-form video in the content mix
- Brand looks consistent across channels
Website and conversion
- The homepage says what you do and for whom in one line
- One primary call to action per page
- Forms are short and work on mobile
- Page speed is good on a mid-range phone
- Trust signals are real and verifiable
Email, SMS and CRM
- Welcome and abandoned cart or nurture flows are live
- SPF, DKIM and DMARC are set up
- Leads are routed and followed up within a day
- Lists are segmented by behaviour, not one blast for everyone
Marketing audit FAQ
What is a marketing audit?
A marketing audit is a structured review of a company's marketing: goals, tracking, channels, content, website and customer data. It shows what is working, where budget is wasted and what to fix first.
What does a marketing audit include?
Typically: goals and unit economics, analytics and tracking, paid media accounts, SEO and AI search visibility, social media, website conversion, and email, SMS and CRM. The checklist on this page covers each area.
Is the marketing audit really free?
Yes. The audit call and first recommendations are free, with no obligation. If you want me to make the changes, you get a written plan and fixed quote.
How often should you audit your marketing?
A full audit once a year, and a lighter review whenever results change sharply, you enter a new market or you change your website or tracking.
Get a free marketing audit
Tell me about your business and budget. I reply within one business day to book your audit call.