Marketing Team Audit

What problem does an Express Funnel Audit solve?

EXPRESS FUNNEL AUDIT ANSWERS A KEY QUESTION:

DO YOU HAVE ISSUES WITH YOUR FUNNEL FROM THE FIRST LEAD TO THE DEAL, AND WHICH TOOLS ARE CAUSING IT TO SLOW DOWN?

When This Question Arises

There are fewer inquiries or sales, and it is unclear at which stage and in which channel.

Advertising metrics are fine, but revenue is not growing.

Acquisition cost has risen, and there is no justification for those costs.

You need to establish quickly where to start making improvements, without a deep audit.

You need quick actions that can be implemented straight away.

When Do You Need an Audit?

An express audit works best when the data is already there and what is needed is a fast diagnostic with priorities.

You have a CRM and data on at least the main channels

Over recent months there have been noticeable changes in inquiries, sales or acquisition cost

You need a fast diagnostic and quick actions

You are ready to act on the result

Who Is This Service Not For?

Very small teams without distinct roles. There is no meaningful departmental structure to assess.

Companies that need an audit of a single marketing channel. For example, an assessment of PPC alone requires a focused channel audit rather than a full department audit.

Companies that are unwilling to implement changes. An audit without follow-through will not improve departmental performance.

Companies seeking formal validation of a decision already made. The purpose of an audit is to provide an objective diagnosis, not to justify a predetermined conclusion.

What You Get

A clear picture of the current departmental structure — including who is actually responsible for what.

A responsibility comparison map — showing where the company’s expectations of each role align with the employee’s understanding of their responsibilities and where they diverge. These gaps often help explain missed targets: employees may not recognize certain outcomes as part of their remit.

A map of how current marketing activities align with business plans — identifying which activities contribute to the company’s goals and where adjustments are needed.

A target departmental structure designed to support the company’s primary business goal.

Project Stages

Collection of Input Data

Review of the current departmental structure, business plans, and available data, including task management systems, reports, and KPIs.

Interviews

Interviews with employees about their understanding of their roles, followed by a separate conversation with the CEO or owner about role expectations.

Task Analysis

Comparison of current departmental activities against business plans to identify alignment and gaps.

Target Structure and KPI Cascade

Development of the target departmental structure and KPI cascade based on the findings of the preceding analyses.

Results Presentation and Implementation Plan

фінальний звіт клієнту + план реалізації рекомендацій

Roles and Timelines

BASE Team

An experienced marketer or consultant who leads the project from the initial assessment through to the final presentation.

Client Team

CEO/owner: Participates in an initial interview to discuss the company’s vision, goals, and plans, a separate discussion about expectations for each role, and the final presentation of the findings. Estimated time commitment: approximately 4 hours.

Head of Marketing: Provides access to relevant data, including tasks, reports, and KPIs, and participates in discussions about the target departmental structure.

Each department member: Participates in an individual interview lasting approximately 45–60 minutes.

Estimated Timeline

Термін — до 7 робочих днів з моменту отримання всіх даних.

Service Limitations

The audit provides a diagnosis, not implementation. Addressing the identified gaps is a separate scope of work based on the audit’s findings.

The audit does not guarantee a specific percentage increase in business metrics. It provides a data-driven action plan, not a promise of particular results.

The quality of the findings depends on the quality of the input data. Incomplete or inaccurate business plans, limited access to information, or unreliable interview responses can affect the accuracy of the alignment maps and the proposed departmental structure.

Аудит не включає розподіл бюджету між етапами та детальний план впровадження — для цього є повний Full-Funnel Audit

The audit reflects the situation at a specific point in time., It is not an ongoing monitoring service. As the business evolves, the departmental structure and KPIs may need to be reassessed.