Service · 01

Marketing & Communications Audit

An independent assessment of how your marketing and communications actually perform today — across strategy, people, processes, channels and technology.

Overview

The Marketing & Communications Audit is a comprehensive, independent assessment of your organisation's marketing and communications capabilities. It looks at the full picture — strategy, people, processes, channels, technology and execution — rather than any single channel or campaign.

The goal is to give leadership a clear, honest view of where you stand today, where the real opportunities and risks are, and what to do next. The audit is grounded in business outcomes, organisational alignment and actionable recommendations.

What is included

  • Structured interviews with leadership and operational teams
  • Assessment of strategy, positioning, messaging and target audiences
  • Review of content, channels, campaigns and measurement practices
  • Evaluation of marketing and communications technologies, platforms, tools and integrations
  • Analysis of processes, workflows, governance models and responsibilities
  • Assessment of internal capabilities, roles and ways of working
  • Identification of strengths, weaknesses, gaps, risks and opportunities

Process

  1. 01

    Scoping & alignment

    We agree on objectives, scope and key questions with leadership, and map the people to involve.

  2. 02

    Discovery & interviews

    Confidential interviews with executives and operational teams, combined with a review of strategy documents, materials and data.

  3. 03

    Capability & technology assessment

    Structured evaluation of strategy, channels, content, measurement, processes, governance and the marketing technology stack.

  4. 04

    Synthesis & analysis

    Findings are consolidated into a clear picture of strengths, gaps, risks and prioritised opportunities.

  5. 05

    Roadmap & action plan

    Recommendations are translated into a prioritised 90-day action plan and a longer-term development roadmap.

  6. 06

    Executive readout

    Findings, recommendations and roadmap presented to leadership, with discussion of implications and next steps.

Deliverables

  • Executive summary
  • Findings and recommendations
  • Capability assessment
  • Prioritised improvement opportunities
  • 90-day action plan
  • Long-term development roadmap

Benefits

  • A clear, independent view of marketing and communications performance
  • Stronger alignment between leadership, marketing and the wider organisation
  • Focused investment in the channels, technologies and capabilities that matter most
  • Reduced risk through visibility into gaps, dependencies and weak points
  • A practical roadmap that turns insight into measurable progress

FAQ

Who is the audit for?

Leadership teams, CEOs, CMOs and communications directors who want an independent, honest view of where their marketing and communications stand — and a clear plan for what to do next.

How long does an audit take?

A typical engagement runs four to eight weeks, depending on the size of the organisation and the scope agreed at the start.

How much of our team's time is needed?

Mainly interview time with leadership and key team members, plus access to existing strategy documents, materials and data. The work is designed to minimise disruption.

Is this only an assessment, or do we get a plan?

Both. You receive a clear assessment and a prioritised action plan and development roadmap so the findings translate into concrete next steps.

Can the audit focus on a specific area?

Yes. Scope can be tailored — for example focusing on messaging and positioning, the marketing technology stack, or the operating model — while keeping a comprehensive perspective.

Ready to take the next step?

A short discussion is often enough to see whether this is the right fit and where to begin.

Book a discussion