A scored evaluation of your marketing function across six dimensions: positioning, content, channels, team structure, technology, and sales alignment. Two to three weeks. Three deliverables. No filler decks.
You wouldn't build a client's portfolio before discovery.
Reshuffle the team before you understand the bottleneck and you have moved the bottleneck, not found it. Buy a channel before you have defined the strategy and you have only spent the budget faster.
The audit is our discovery. It is what makes every decision after it defensible, because it runs on evidence instead of instinct.
An acquisition. New leadership. Rapid growth. A contraction. The moments when marketing has to catch up to where the business already went.
Most of our clients manage billions and still have marketing running like a startup. That gap is what the audit measures.
Our methodology was built inside financial services, so we start from what FINRA and the SEC let you say rather than discovering it in review.
If you are pre-revenue, or looking for someone to execute campaigns without a strategy above them, we are not the right fit and we will say so on the call.
Each dimension is scored against benchmarks and evidenced in the report, so you can see where the operation is strong and where it quietly is not.
Whether your narrative is sharp enough to differentiate you in a crowded, compliance-constrained market.
What is going out the door, whether it ladders up to a strategy, and whether anyone can reuse it.
Where the budget is landing, what it is returning, and which channels are actually carrying the load.
Who owns what, where approvals stall, and which capability gaps are costing you cycles every month.
Whether your CRM, marketing automation, and sales enablement stack actually talk to each other.
Whether marketing activity connects to pipeline, and whether anyone in the firm can prove it.
Sessions with leadership and with the people actually executing the work.
Internal decks, campaigns, reporting, and the technology behind them.
Every active channel, plus a competitive brand and messaging read.
Findings, scores, and prioritized recommendations, walked through live.
“No one owned marketing as a function, so decisions defaulted to whoever had the most authority in the room that day.”
Six figures a year in spend with no attribution model and no way to connect activity to revenue.
Four divisions producing brand materials to four different standards, with no governing guidelines.
Compliance review adding weeks to every content cycle, by default rather than by rule.
Findings like these become the report, scored and specific enough to act on Monday morning.
Three documents. Everything specific enough to act on or hand to your team without translation.
Executive summary, then findings by function: organizational structure, content gaps, CRM and data infrastructure, communications, and approval processes. Each finding carries evidence, risk, and a quick win. Written so your CFO can read it.
A measurement framework organized by pillar: brand authority, content systems, demand generation, sales enablement. Each with current state, benchmarks, and definitions. A living tool you update quarterly, not a snapshot that expires.
A prioritized breakdown by channel and function, with next steps specific enough to assign to a person and KPIs to track them against. The what to do first, second, and third document.
Lindsay White — fourteen years in financial services marketing, including in-house roles at Raymond James Financial across the trust company, bank, credit solutions, advisory network, and Women's Advisory Network divisions.
The methodology behind every audit was built inside these firms, not theorized from outside them. That is why the findings land: they account for the compliance cycles, the distribution politics, and the review queues you actually work in.
A 30-minute call to confirm the audit is the right starting point. Then two to three weeks to a complete picture of your marketing function.
Book a CallMost firms do, and that is usually the point. The audit evaluates the function, not the people in it. It frequently clarifies what your existing team or agency should own, and where the gap is something neither of them was ever scoped to solve.
Interviews with a handful of stakeholders, access to your existing materials, campaign history, and reporting, plus a walkthrough of your stack. Expect a few hours total from each person involved, spread across two weeks.
A free audit is a sales tool built to sell you the next thing. This is a fixed-scope diagnostic with three documented deliverables and a scored framework, and it stands on its own. Plenty of clients take the report and execute internally.
Lindsay White leads every audit directly, supported by specialists where a dimension calls for depth. No junior staff learning on your account, and no handoff to someone you have not met.
Pricing is scoped to the engagement and depends on the size and complexity of the firm, so we discuss it on the intro call rather than publish a fixed rate. It is a defined deliverable on a defined timeline, not an open-ended retainer.