The ONCE A YEAR audit that gets your business unstuck.
Get clear on what’s working, what’s wasting budget, and where the real opportunities are for 2026.
An End-of-Year Marketing & Brand Audit isn’t just about looking back. It’s about setting your business up for better results, stronger ROI, and growth in the year ahead. Don’t go into the new year with the same marketing plan as last year.
By stepping back and reviewing your messaging, positioning, customer fit, and marketing performance, you’ll walk into 2026 with:
A clear snapshot of performance → see how your brand and marketing are really working today.
Insight into customer perception → understand how your company looks and feels to prospects and clients.
Visibility into gaps and blind spots → pinpoint where your marketing and retention efforts are falling short.
Clarity and alignment for your team → get everyone on the same page with marketing goals and priorities.
Actionable recommendations → practical steps to strengthen your brand, sharpen strategy, and improve ROI in 2026.
SIGNS THAT YOU NEED A Brand & Marketing Audit:
Your messaging feels inconsistent. Sales, marketing, and leadership are saying different things to customers.
Your brand hasn’t kept up with your business. You’ve grown, added services, or shifted focus, but your brand still looks and sounds the same.
You’re not sure if your brand needs a refresh.
You’re unclear about your differentiators and your position in the market.
You’re not sure where your marketing dollars are going. Budgets get spent, but ROI is unclear.
Competitors keep outpacing you. You’re losing ground or struggling to differentiate in your industry.
Your marketing feels “random.” Campaigns and content are reactive instead of part of a clear plan.
Internal materials don’t match the promise. Sales decks, proposals, and marketing documents feel outdated or disconnected from your brand.
You’re need more clarity for 2026 planning. You want growth but don’t know the right steps or spend to get there.
THE AUDIT PROCESS
No matter your size or stage of growth, every Brand + Marketing Audit follows the same proven framework. Each step is designed to uncover clarity, align your strategy, and give you a roadmap that connects your brand and marketing to your business goals.
Phase 1: Discovery
We start by getting to know your business - your goals, your customers, your products or services, and what growth looks like for you. This phase includes a short online questionnaire, a kickoff call where we dig deeper into your business, and gathering any existing materials such as marketing collateral, sales documents, internal research, or brand guidelines. The goal is to fully understand where you’ve been and where you’re trying to go.
Phase 2: Dig In
Once we have the full picture, our team begins the research and analysis phase. We review your brand and marketing ecosystem to see how it’s performing in the market and where opportunities exist. This includes evaluating your messaging, competitive landscape, customer perception, and overall marketing execution, from website and social to sales materials and campaigns.
Phase 3: Connect the Dots
This is where clarity comes in. We identify what’s working, what’s holding you back, and where the biggest opportunities lie. We define your key differentiators, highlight areas for improvement, and uncover ways to increase alignment and performance across your brand and marketing.
Phase 4: Deliver
Finally, we bring everything together in a comprehensive audit report and presentation. You’ll walk away with clear insights, strategic recommendations, and a roadmap for how your brand and marketing can evolve to better support your business goals.
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A Brand & Marketing Audit is a strategic reset for your business. It evaluates your messaging, customer promise, marketing materials, and competitive position. The result is clear insight into what’s working, what’s holding you back, and where the biggest opportunities lie.
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We will need 3-4 hours of your time and we’ll present the audit 2 weeks after the initial kick-off meeting.
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The audit helps you avoid wasted marketing spend, tighten your messaging, and focus on the strategies that actually drive revenue.
Think of it as a reset that pays for itself in smarter, more effective marketing.
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Phase 1: Discovery
We start by gathering the essentials: your marketing materials, sales docs, website, and customer insights. This sets the foundation for a thorough review.Phase 2: Digging In
Next, we dive deep into your brand messaging, customer promise, competitive landscape, and industry positioning to uncover gaps and opportunities.Phase 3: Connect The Dots
Identifying what’s working, what’s holding you back, and where you can grow. This is where insights turn into a clear strategy.Phase 4: Deliver
Finally, we package everything into an actionable report and growth roadmap, complete with recommendations and a marketing budget that sets you up for success in 2026.You can see the full breakdown if you keep scrolling.
