Marketing Operations & PerformaNce Audit

An efficient examination of your marketing program, performed by objective experts

Is Your Business Held Back by Common Marketing Problems?

  • Weak Strategy: Marketing activities are not tailored to the business' unique value & goals

  • Ineffective Reporting: Data analysis is either nonexistent or shallow & poorly explained

  • Unclear ROI: Leadership doesn't fully understand the value marketing provides

  • Emotional Evaluation: Outcomes are evaluated by personal feelings, not objective analysis

  • Irrelevant Content: Collateral doesn’t appeal or demonstrate value to target audience

  • Arbitrary Resource Allocation: Time, money & effort get sunk into activities that don't pay off

If so…we can help.

Solving Marketing Problems the Right Way

Our Marketing Operations & Performance Audit is designed to address common marketing problems like the ones listed above.

Here’s how it works:

STEP 1: Investigate

We start with a thorough research & data collection process. Then, we analyze our findings to identify strengths, weaknesses & needed change in your marketing program. This allows us to provide evidence-based, customized guidance on how to improve marketing outcomes.

Step 2: Plan

Next, we synthesize our takeaways from investigation and translate that into a clear plan to fix inefficiencies & improve outcomes. Our plans are simple & clear so even those with basic marketing knowledge can benefit. During this step, also we compile all of our findings & analysis from the previous step to create a robust report that will be delivered at the end of our Audit process. That report includes the following elements:

  • Marketing Health Overview

    • Strategy analysis & "health score" based on an objective rubric

  • Operations Evaluation

    • Analysis of how marketing work gets done & how processes/personnel can be improved or further strengthened

  • Performance Evaluation

    • Analysis of performance & outcomes on key marketing channel

  • Marketing Strategy Blueprint

    • Straightforward, step-by-step recommendations to improve marketing outcomes & ROI

Step 3: COLLAB

The final step involves a collaborative sharing process in which we describe our findings & share key takeaways with important stakeholders from your business. We ensure your team understands what we’ve found, why it matters & what it means so you can maximize your benefit from the Audit process.

The Transformative
Power of Our Audit

What our expert analysis & reporting delivers to our clients

Quantitative Results: Key Outcomes From Past Audits

  • Sustained Revenue Growth

    Client Example: Development & implementation of multi-channel marketing strategy supported revenue growth from $483k to $11m (+2,177%) over 5 years

  • Budget Reduction

    Client Example: Strategy & operations improvements to advertising program led to a 14% reduction in marketing spend within 6 months, saving 6% of revenue & delivering better results in spite of the budget cut (greater visibility + improved ROI)

  • Strategy Improvements

    Client Example: Historic data analysis of a primary marketing channel (email) led to strategic improvements that resulted in 100% revenue growth during peak sales season & 20% reduction in content creation needs, allowing marketing personnel to re-focus on other marketing channels with waning performance due to inefficient time prioritization

Qualitative Results

Our clients see a wide range of benefits after we assess their marketing programs

  • Gain confidence in your marketing foundations & speak directly to the people who are most likely to become your customers/clients

  • Understand your marketing data & feel fully informed to evaluate marketing activities/outcomes on the basis of strategy rather than emotion

  • See which parts of your marketing program are under-delivering & which parts drive value commensurate with their expense

  • Feel empowered to oversee marketing personnel from a comfortable distance so you can focus on your job & spend less time acting as a CMO

  • Benefit from sensible budget cuts & process optimizations for better marketing ROI

Want to learn more about what the Audit can do for your business?

BOOK A DISCOVERY CALL

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BOOK A DISCOVERY CALL 📞

Why Work With Us?

Traditionally, a CMO/Marketing VPs would oversee this process, but many organizations either don't have the resources to fund such a position full-time, or simply don't need a full-time executive just to steer marketing. The Marketing Operations & Performance Audit provides CMO-level oversight on an efficient, fractional basis.

Timeline

Week 1: Info Gathering

This will be the most actively collaborative part of the process for you as we'll need your participation to provide insight & access

Week 2-3: Research & Analysis

These two weeks are Click's solo focus time to deep dive the information we gathered from you, analyze findings & create our report

Week 4: Presentation & Next Steps

In addition to presenting you with our most important findings, we'll discuss what happens next, including a discussion about how we might help with executing the plan