Marketing audit
A marketing audit is a systematic, comprehensive, and objective evaluation of an organization’s marketing strategies, activities, goals, and results. Conducting a marketing audit is essential for businesses to ensure that their marketing efforts are aligned with overall business goals, effective in reaching target audiences, and efficient in terms of resource use. Its scope depends on your company’s specific needs and goals, but typically includes the following areas such as:
Defining goals and creating a marketing strategy
A marketing audit is a way to identify a company’s goals, formulate them in an appropriate way and plan marketing activities that will achieve them and at the same time meet the needs and expectations of customers. It also allows you to decide on the most measurable KPIs.
Evaluating the effectiveness of marketing activities
Evaluating the effectiveness of individual marketing activities is one of the most important goals of an audit. It enables the company to select the most effective of its existing activities and intensify them, and eliminate those that are not producing the expected results. The audit can also recommend entirely new channels and methods of reaching potential customers.
Analysis of sales performance
Analyzing sales data (volume, value, average basket value or percentage of abandoned baskets in e-commerce, etc.) over a longer period preceding the audit allows you to determine sales trends (e.g. seasonal).
Marketing budget optimization
A marketing audit provides a better understanding of what and how a company uses its marketing budgets. As a result, the company can start spending more effectively, or simply save money on marketing.
Adaptation to the changing market environment
An audit allows you to better understand the changing market environment, including the competition. It’s an opportunity to adjust marketing activities to new industry trends and current customer expectations.
SEO and UX analysis of the website
If a website is an important pillar of a company’s operations, then a marketing audit should focus heavily on it – its usability for the user and its SEO capabilities. In practice, this may mean commissioning or performing a separate SEO audit and UX audit of the website.
Analysis of the company’s internal resources
A marketing audit includes an assessment of a company’s internal resources, such as personnel, advertising budgets, tools and technologies that are used in its operations and marketing activities.
Analysis of public relations and brand communication activities
A marketing audit examines all of a brand’s communications and their impact on the company’s image – how it is perceived (by both customers and business). It analyzes how this is influenced by the ideas it preaches and supports, as well as the non-business activities it undertakes.
Analysis of social media activities
A marketing audit can include an assessment of a company’s social media activities, or social media marketing, including looking at what sites are being used, what content is being published, user reactions and feedback, how many users there are, and: how this translates into meeting the brand’s business goals.

Remember, audits are like a visit to the doctor – maybe a little unpleasant, but ultimately designed to improve your business health.
Sales audit
A sales audit is a comprehensive review of an organization’s sales process, strategies, and performance. Conducting a sales audit is essential for several reasons, which can significantly benefit both short-term operations and long-term business success. As part of our service, you can expect:
Sales process analysis and optimization
By conducting a thorough audit of your sales processes, we help you uncover inefficiencies that may be slowing down your growth. This analysis not only reveals where improvements can be made but also enables you to streamline operations and adopt best practices, resulting in faster conversions and enhanced customer satisfaction. Ultimately, you will see a more efficient sales operation that boosts your bottom line.
Sales training and workshops
Investing in sales training ensures that your team stays at the top of their game. Our customized workshops equip your sales staff with proven techniques in negotiation, relationship-building, and closing deals. As a result, you’ll see improved sales performance, better customer relationships, and an increase in closed deals. This investment translates directly into higher sales revenue.
Sales strategy development
With our sales strategy audit, we align your sales efforts with your overall business goals, ensuring that your team focuses on what matters most. By crafting a data-driven strategy and focusing on key performance indicators (KPIs), we help you scale effectively while maintaining a customer-centric approach. The result is a clear path to sustainable growth and increased revenue.
Sales tools and CRM support
Our audit of your sales tools and CRM systems identifies where you’re overpaying for software or missing out on opportunities for integration. We help you optimize the use of these tools, reducing unnecessary costs and improving functionality. Through targeted recommendations and cost-saving strategies, we ensure your team operates efficiently while maintaining top-tier performance. Enhanced lead management and smoother customer interactions will follow.
Customer segmentation and market analysis
Our in-depth customer segmentation and market analysis will help you target the right audience more effectively. By understanding your customers’ needs and how they behave, you can focus your resources on the most valuable segments, ensuring that your sales efforts are both efficient and impactful. This strategic insight also keeps you competitive in your industry, helping you outpace competitors.
Sales funnel management
By optimizing your sales funnel, we ensure that your leads are effectively nurtured and guided through each stage of the buying process. This reduces lead loss and increases conversions, giving you a stronger and more predictable pipeline. Our improvements help you close more deals and shorten the sales cycle, providing a direct boost to your revenue and growth.
Contact us
We invite you to a 30-minute, non-binding online meeting, during which you will have the opportunity to tell us about your needs and learn about our approach. During the meeting, we will also present you with a proposal for a preliminary, framework plan for joint action.