Insights / Strategy

Marketing audit or marketing strategy: which do you need first?

What each one covers, when an audit on its own is the right call, and when to go straight to a strategy.

Stephen Conley / / 4 min read

The short answer

A marketing audit tells you what is working and what isn't today. A marketing strategy decides who you are for, what you say and what you do next. If you don't have a direction you trust, start with the strategy, because a good one includes an audit. Choose an audit on its own when you already have a strategy and want an outside check, or when you need evidence before committing to more.

Owners who know their marketing isn't working usually reach for one of two things. Some want an audit: tell me what's broken. Others want a strategy: tell me what to do. Both are reasonable. They answer different questions, and buying the wrong one first costs time.

What a marketing audit covers

An audit is a diagnosis. It looks at what you are doing now and how well it is working. A useful one covers:

  • Your message: whether a stranger can tell what you do, for whom, and why you are the better choice.
  • Your online presence: website, search visibility, reviews, listings and social profiles.
  • Your competitors: how they position themselves and where they are easier to choose than you.
  • Leaks: the places your website or campaigns lose people who were ready to enquire.

You come away with findings and a short list of fixes. You don't come away with a plan for the next year.

What a marketing strategy covers

A strategy is a set of decisions. It uses what an audit finds, then goes further:

  • Who your ideal client is, and what sends them looking for help.
  • Your core message, in the words your buyers use.
  • The full customer journey, from first contact through repeat business and referrals.
  • Growth priorities, ranked, and a 90-day calendar of what happens first.

The difference at a glance

Marketing auditMarketing strategy
Question it answersWhat is and isn't working?What should we do, for whom, and in what order?
You getFindings and ranked fixesDecisions, a message, a journey and a 90-day plan
Typical timeOne to three weeksFour to eight weeks
Best whenYou have a direction and want it checkedYou don't have a direction you trust

When to start with an audit

  • You already have a strategy you believe in, and you want to know whether the execution is holding up.
  • You are about to spend real money on a website, ads or an agency, and want an outside read first.
  • Your partners or your board want evidence before approving a bigger project.
  • Something specific has dropped, such as enquiries or search traffic, and you need to know why.

When to go straight to a strategy

  • Your marketing has been a string of tactics with no plan connecting them.
  • You can't say in one sentence who your ideal client is and why they should choose you.
  • Referrals built the business and you need a second, predictable source of growth.
  • You are about to hire a marketer or an agency and want the direction settled first.

In these cases an audit alone will mostly confirm what you suspect. The real need is the decisions that come after it.

Why a strategy without an audit is guesswork

A strategy built without looking at the evidence repeats the assumptions that caused the problem. That is why a strategy should begin with an audit, not skip it. If someone offers you a strategy without studying your website, search presence, reviews and competitors first, ask what it is based on.

How the two fit together at The fCMO Agency

Our Marketing & Brand Audit is a two-week diagnostic for $2,000, listed on our Quick Fixes page. If you go on to Strategy First, the audit fee is credited toward it.

Strategy First is $5,000 and already includes a marketing and brand audit and a total online presence audit as its first two parts. So if you know you want a plan, there is no need to buy the audit separately.

Not sure which you need? The free marketing strategy assessment scores your marketing on ten factors in a few minutes and shows you the three things to fix first.

Frequently asked questions

What is the difference between a marketing audit and a marketing strategy?

An audit diagnoses what is and isn't working in your current marketing. A strategy makes the decisions about who you serve, what you promise and what you do next, and ends in a plan. A good strategy starts with an audit.

How much does a marketing audit cost?

It depends on scope. Ours, the Marketing & Brand Audit, is a two-week diagnostic for $2,000, and the fee is credited toward Strategy First if you continue.

Does a marketing strategy include an audit?

It should. Strategy First includes a marketing and brand audit and a total online presence audit as its first two parts, before any recommendations are made.

How often should a small business audit its marketing?

Once a year is a sensible minimum, and before any big spend such as a new website or agency. A short monthly scorecard catches problems in between.

Can I do a marketing audit myself?

You can check the basics: whether your website is clear, how you show up in search and what your reviews say. The value of an outside audit is seeing your business the way a stranger does.

Stephen Conley

Stephen Conley

Founder of The fCMO Agency and Gisteo, and a Certified Duct Tape Marketing advisor.

More about Stephen

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