Marketing Assessment

Know what your marketing needs before you spend another dollar.

In 7 days, I review your marketing from end to end and tell you what's working, what isn't, and what to do first. You get it in writing, and we walk through it together.

A $3,000 investment Delivered in 7 days of payment.

Every engagement starts here.

I won't advise on marketing I haven't examined. The assessment gives us both the same picture of where things stand, so every decision after it is built on evidence instead of guesses. If you continue into ongoing advising, it becomes the foundation of the plan. If you don't, it's yours to use with your team.

What I look at:

  • Positioning and messaging: Whether the right customers understand why to choose you, and whether your message holds up across the site, ads and email.
  • The customer journey: How someone goes from first hearing about you to buying, and where they drop off.
  • Channels and spend: What each channel costs, what it returns, and where another dollar would help or hurt.
  • Content and creative: Whether the work is built around what actually moves your customers.
  • Team and agencies: Who owns what, how work gets briefed and approved, and where things stall.
  • Measurement: Whether you can actually tell what's working, and what's missing if you can't.

Your 7 days:

Day 0

Payment and intake

You receive a short questionnaire and a list of the access I need. Most founders finish it in under an hour.

Day 1

Kickoff call (60 minutes)

We talk through your goals, what you've tried, and what keeps you up at night about your marketing.

Days 2 to 5

The review

I go through your data, channels, messaging and customer journey. If I have questions, I send them by email so nothing waits until the end.

Day 5 · Optional

Team conversations

Short calls with up to two people who run your marketing, in-house or agency. They see things in the work that the numbers don't show.

Day 7

Readout call (90 minutes)

I walk you through what I found and what I'd do first. Bring anyone who needs to hear it.

What you receive:

  • A written assessment: What's working, what isn't, the evidence behind each finding, and what still needs investigating.
  • Your priorities: The three to five changes that matter most, in order, and what to stop funding.
  • A 90-day starting plan: What to do first, who should own it, and how to tell whether it's working.
  • The readout recording: So anyone who missed the call can watch it.
  • 14 days of follow-up: Email me questions as your team starts putting it into practice.

What I need from you:

  • View-only access to your analytics, ad accounts and email platform.
  • Recent reports, your current marketing plan, and any open agency proposals.
  • About 3 hours of your time across the week: the intake, the kickoff and the readout.
  • Someone who can make decisions on the readout call.

You decide what happens next.

  • Take it to your team: The plan is written so your people can act on it without me.
  • Continue with ongoing advising: Weekly sessions while your team implements, from $3,500 per month. If you start within 30 days, your $3,000 is credited toward your first month.
  • Stop there: No obligation, and no follow-up sales calls.

Fairly Asked Questions:

  • Do I have to do the assessment to work with you?
    Yes. Every engagement starts with it, because a plan built without it would be a guess.
  • How is this different from the free second opinion?
    ‍
    The second opinion looks at one thing you send me. The assessment covers your whole marketing, includes calls with you and your team, and ends with a written plan.
  • Is this a brand audit?
    ‍
    No. It covers how your marketing performs as a business function: what you spend, what it returns, and how the work gets done. Brand and messaging are one part of it.
  • We had an audit last year. Do we still need this?
    ‍
    Send it to me. It helps, but I still need to see the current numbers and talk to the people doing the work before I advise you.
  • What if I don't agree with what you find?
    Push back. I'll show you the evidence behind every finding, and I'll tell you where I'm making an assumption.

Start with a clear picture.

Book a call. We'll talk about your business, and if the assessment makes sense, you'll have your results within 7 days of payment.

Book a call to get started