Working Document

Marketing Audit Checklist

A 104-point evidence-led review of the marketing system — from strategy and audience understanding to conversion, CRM, measurement, technology, operations and team capacity.

Use evidence, not intention. The objective is not to maximise a score. It is to identify the structural issues limiting growth and decide what the organisation will correct first.

audit areas
10audit areas
checks
104checks
action plan
90-dayaction plan

What is included

  • A printable 15-page PDF checklist
  • An editable Excel workbook
  • Status and priority dropdowns
  • Evidence, owner and target-date fields
  • Live audit-summary formulas
  • A separate 90-Day Priorities sheet
  • 30/60/90-day sequencing framework

The ten audit areas

  1. Strategy and positioning
  2. Audience and customer understanding
  3. Acquisition channels
  4. Content and creative
  5. Website, funnel and conversion
  6. CRM and lead follow-up
  7. Measurement and attribution
  8. Marketing technology
  9. Workflows and operations
  10. Team, ownership and capacity

How it is delivered

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