Services  /  Marketing & Customer Experience

Marketing Audits & Actionable Playbooks

Transform Your Marketing: From Assessment to Action

Confidently navigate the complexities of the modern digital landscape.

Our comprehensive marketing audits provide organizations with a deep assessment of their marketing, communications, and customer experieence function(s).

Marketing Audit: We evaluate the key dimensions of marketing design, including strategy, campaigns and channels, technology and processes, organizational structure, and performance analytics. By benchmarking performance against industry best practices and our proprietary maturity model, we offer valuable insights and context for improvement.

Actionable Playbooks: Beyond assessment, we provide detailed recommendations with clear implementation paths. Each playbook includes prioritized initiatives and implementation approaches to transform marketing capabilities. We ensure organizations have what they need to move from recommendations to results.

Why a Marketing Audit

Here are the top reasons organizations seek marketing audits:

  • Improve Marketing Performance: Today’s competitive landscape demands marketing deliver stronger results and greater efficiency. Organizations need marketing to drive ambitious goals – from growing membership to recruiting authors – with measurable impact and return on investment.
  • Bust Silos: Many organizations operate with dispersed marketing and communications teams, limiting their ability to build strong brands, enhance customer experiences, and effectively engage their audience. Organizations are looking for ways to reduce fragmentation without losing the benefits of focused teams.
  • Elevate Marketing with Data & Customer Focus: As organizations look to be more customer focused and data-driven, it is an opportunity to look at how marketing, digital, analytics, and experience teams and roles are structured and work together.
  • Leverage New Capabilities: The opportunity to harness modern data and technology capabilities to deliver personalized experiences, automate processes, and measure impact with greater precision.

A Flexible Approach

We can tailor audits to your entire marketing organization or focus on specific needs, including:

  • Individual product lines (e.g.. Publications or Membership)
  • Particular marketing channels (e.g., email, social media, web)
  • Key organizational goals (e.g., audience engagement or growing author submissions)
  • Efficiency-Focused Review: Evaluating marketing spend, resource allocation, and identifying opportunities to improve efficiency across processes and campaigns, ensuring optimal use of resources.
  • Marketing technology (e.g., assessing tools, platforms, and systems for alignment with marketing objectives)

This flexibility ensures that our audit services deliver precise, actionable insights, whether you need a full-scale marketing department evaluation or a focused assessment of a single initiative.

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