Pearl Marketing
7 Auburn Street
Nashua, NH 03064
Marketing Audits
Know exactly what's working — and what to fix first.
An objective, executive-level review of your strategy, brand, channels, data and technology, delivered as a prioritized action plan your team can put to work immediately.
Clear findings. Honest scoring. A plan you can act on — whether you implement it yourself, with your agencies or with us.
Why an Audit
Most marketing problems aren't effort problems. They're clarity problems.
Over time, marketing grows in layers — a new tool here, a new agency there, a campaign that never quite got measured. Teams work hard, but no one has stepped back to see the whole picture.
A Pearl Marketing audit gives leadership that picture: where your investment is paying off, where it's leaking and which changes will make the biggest difference first.
- Spending without clear attribution to revenue
- Messaging that has drifted across channels
- Technology your team isn't fully using
- Leads that never get followed up or nurtured
What We Review
Eight areas. One complete picture.
Each area is scored against best practice and your business goals, so you can see strengths and gaps side by side.
01
Strategy & Goals
Is marketing aligned to business objectives, budget and the right audiences?
02
Brand & Messaging
Positioning, differentiation and consistency across every touchpoint.
03
Website & Digital Experience
User experience, SEO, content and conversion paths.
04
Content & Social
Relevance, cadence, engagement and how content supports the buyer journey.
05
Email, CRM & Automation
Lead capture, nurturing, segmentation and follow-up.
06
Paid Media & Lead Generation
Channel mix, targeting, spend efficiency and cost per lead.
07
Analytics & Reporting
Tracking, attribution and whether leadership has the data to decide.
08
AI & Marketing Technology
Your tech stack, adoption, and the practical AI opportunities in reach.
Optional add-ons: competitive landscape review · customer and stakeholder interviews · sales enablement review
Audit Options
The right depth for your decision.
Focused Audit
Clarity on what you're doing today
A targeted review of your current marketing and messaging, plus the growth opportunities you're not yet using.
- Current channels & messaging
- Website & lead capture review
- Top growth opportunities
- Prioritized recommendations
Most Complete
Comprehensive Audit
The full executive picture
A complete review of all eight areas, with stakeholder interviews and a detailed roadmap.
- All eight areas scored
- Leadership & team interviews
- Customer journey & funnel analysis
- Opportunity matrix & 90-day plan
- Executive readout session
AI & MarTech Readiness
Make your tools and data work harder
A review of your technology, data and workflows, with a practical plan for responsible AI adoption.
- Tech stack & adoption review
- CRM & data quality check
- AI use cases & quick wins
- Governance & brand guardrails
Every audit is scoped to your goals before we begin, so you know exactly what you'll receive and when.
Our Process
Four steps from questions to a clear plan.
1
Kickoff
Align & Access
We agree on goals and scope, then gather access to your analytics, platforms, materials and people.
2
Review
Analyze
We review your data, channels, content and technology, and talk with the people closest to the work.
3
Score
Prioritize
Every area is scored and every recommendation ranked by business impact and level of effort.
4
Readout
Present & Plan
We walk your leadership team through the findings and a 90-day action plan you can start on right away.
What You Receive
Not a stack of observations. A plan.
Your audit is written for decision-makers — clear, candid and organized around what to do next.
01Executive summary
02Marketing health scorecard
03Findings by area & channel
04Prioritized opportunity matrix
05Quick wins vs. strategic investments
0690-day action plan
07Live executive readout
08Recommended next steps & resources
After the Audit
Your plan, put into action.
The audit is yours to keep and use however you choose. When you're ready to move, Pearl Marketing can help you carry it out.
- Do it in-house — your team runs with the 90-day plan
- Project support — we deliver specific initiatives through our trusted network
- Fractional CMO — we lead the plan, your team and your partners
Questions
Marketing Audit FAQs
Who is a marketing audit for?
Leaders who want an honest, outside view before making a big decision — a new marketing plan, budget, hire, agency or technology investment — or who simply feel marketing should be producing more than it is.
What access will you need from us?
Typically read-only access to your website analytics, advertising accounts, CRM and email platforms, plus recent marketing materials and time with a few key people. We'll give you a simple checklist at kickoff.
Will you evaluate our current agency or team?
We evaluate the work and the results, not the people. Findings are objective and constructive, and they're designed to help everyone involved — including your partners — perform better.
Do we have to work with Pearl Marketing after the audit?
No. The audit and action plan are yours. Many clients choose to continue with project support or a fractional CMO engagement, but there's no obligation.
Start With Clarity
See your marketing the way a CMO would.
Tell us what you're trying to achieve, and we'll recommend the audit that fits.
Prefer to talk now? Call (603) 732-9070
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