Services
Your business has evolved. Your marketing should evolve with it.
Marketing Alignment Audit
When your marketing is active—but no longer working for you.
Your business has evolved. Your customers may have changed. New offers, channels, team members, tools, and priorities have been added along the way.
Each individual effort may appear to be working—and yet marketing still feels scattered, inconsistent, or harder to manage than it should.
The Marketing Alignment Audit helps you understand where the disconnect begins and what deserves your attention next.
Investment: $750
Marketing problems rarely exist in isolation.
Your message affects your website. Your website shapes the customer experience. Your content influences what people understand and remember. Your offers affect what marketing can realistically promise. And the people, processes, and systems behind it all determine whether that promise is delivered consistently.
That’s why this audit looks beyond individual posts, platforms, or campaigns.
Together, we examine how your business strategy, customer, brand, marketing, and execution connect, and where those connections may have weakened.
What We’ll Examine
Every audit is tailored to your business and priorities. Depending on what is happening today, we may explore:
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Does your marketing support where the business is going now—or an earlier version of it?
We’ll consider your current goals, offers, priorities, and the decisions marketing is being asked to support.
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Are you speaking to the customers you most want to serve? Does their experience match what your marketing promises?
We’ll look for gaps between customer expectations, messaging, offers, and the journey from awareness to action.
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Does the business sound and feel consistent wherever people encounter it?
We’ll examine your positioning, central promise, story, voice, and the ideas customers are most likely to understand and remember.
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Are your website, email, social media, search visibility, content, and campaigns working together, or operating as separate activities?
We’ll focus on the channels and touchpoints most relevant to your priorities rather than creating another overwhelming list of isolated fixes.
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Can the strategy be carried out clearly and consistently?
We’ll consider responsibilities, handoffs, resources, systems, and the places where good intentions may be breaking down during execution.
What You’ll Leave With
You’ll have a clearer understanding of:
What is already working
What has drifted out of alignment
Where the underlying problem may begin
Which priorities should come first
What can wait
What your team can implement
Where additional strategic or hands-on support may be valuable
The goal is not to generate more marketing activity.
It is to help your business make better decisions about the activity, investment, and execution that will matter most.
Is the Marketing Alignment Audit Right for You?
The audit may be a good fit if:
Your business has grown, but your marketing has not grown with it
Different channels, partners, or team members are working from different assumptions
Your message no longer reflects the business you have today
You are investing in marketing without a clear sense of what is contributing
You are preparing for a launch, website update, new offer, or change in direction
Marketing decisions repeatedly return to leadership because priorities or ownership remain unclear
You need an experienced outside perspective before committing to a larger initiative
You don’t need to wait until something is visibly broken. An audit can also help confirm what is working and protect alignment during a period of growth or change.
What Happens After the Audit?
You’ll receive a personalized Marketing Alignment Roadmap identifying what is working, where alignment has broken down, and which priorities should come first.
From there, you may:
Implement the recommendations with your existing team
Use the roadmap to guide outside partners or specialists
Continue working with me in an advisory capacity
Bring me in for selective hands-on support
Sometimes you need clear strategic direction. Sometimes you need an experienced partner willing to roll up her sleeves and help move the right work forward.
Following the Audit, ongoing strategic advisory or selective hands-on support may be available when the needs, scope, and working relationship are well aligned.
The next step depends on what will best serve your business or organization, not on fitting you into a predetermined package.
A Few Things You May Be Wondering
Wondering whether a Marketing Alignment Audit is right for your business or organization?
These answers explain what the audit examines, what you’ll receive, and how the process can uncover disconnects, clarify priorities, and guide what happens next.
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The Marketing Alignment Audit is designed for established small businesses, founder-led companies, nonprofits, chambers, associations, and growing organizations whose marketing no longer feels connected to where they are, or where they want to go.
It is especially useful for leadership teams that need experienced marketing perspective without hiring a full-time CMO, expanding their internal team, or committing to a large agency engagement.
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An audit may be helpful if your marketing feels scattered, your message no longer reflects the organization you have today, or different people and partners are moving in different directions.
It can also be valuable when:
Marketing decisions repeatedly return to leadership
Your website, content, offers, programs, or campaigns no longer feel connected
You are investing time or money without understanding what is contributing
Your customer, member, donor, or community experience does not match the marketing promise
You are preparing for a launch, website update, new offer, program, leadership change, or period of growth
You don’t have to wait until something is visibly broken. An audit can also confirm what is working and help protect alignment before a significant change.
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Consistent activity does not always create alignment. Your website, email, social media, campaigns, offers, and internal teams may each be active while communicating different priorities or serving different goals.
A Marketing Alignment Audit looks beyond how frequently marketing is produced. It examines whether the business strategy, audience, brand, channels, and execution support one another—and whether they are moving people toward the same meaningful next step.
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The audit includes:
A comprehensive pre-session questionnaire
A review of your organizational goals, audiences, offers or programs, brand, and messaging
A strategic review of your priority marketing channels and customer or constituent touchpoints
A private 90-minute Marketing Alignment Session
A personalized Marketing Alignment Roadmap
Prioritized recommendations
A practical 90-day action plan
Relevant follow-up resources
Before beginning, we’ll confirm the primary scope, so the review remains focused on the areas most likely to create meaningful progress.
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Not necessarily, and that is intentional.
A useful audit is focused, not endless. We’ll identify the channels, customer or constituent touchpoints, and organizational questions most relevant to your current priorities. That may include your website, messaging, content, email, social media, search visibility, offers, programs, customer journey, or internal execution.
The goal is not to generate a long list of isolated corrections. It is to understand how the most important pieces connect, where alignment has weakened, and what deserves attention first.
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You’ll receive a personalized Marketing Alignment Roadmap identifying:
What is already working
What has drifted out of alignment
Where the underlying problem may begin
Which priorities should come first
What can wait
What your team can implement
Where additional strategic or hands-on support may be useful
Your roadmap will include prioritized recommendations and a practical 90-day action plan, so you understand what to do next, why it matters, and how the pieces support one another.
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Yes, when the work fits my expertise and availability.
You may implement the roadmap with your existing team, use it to guide outside partners or specialists, continue working with me in an advisory capacity, or bring me in for selective hands-on support.
Depending on your needs, that support may include refining messaging, guiding a website, developing content direction, shaping a campaign, coordinating specialists, or helping move selected priorities forward.
Sometimes you need clear strategic direction. Sometimes you need an experienced partner willing to roll up her sleeves. I do both.
Can I speak with you before booking?
Absolutely.
Schedule a complimentary 30-minute Get Acquainted Call to tell me what is happening in your business or organization. We’ll discuss where marketing feels disconnected, what kind of support you may need, and whether the Marketing Alignment Audit is the right next step.
Let’s Bring the Pieces Together
Your marketing doesn’t need more noise. It needs clarity, connection, and a direction that feels true to your business.
If you’re ready to understand what’s working, what needs attention, and what deserves your focus next, let’s begin.