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Expertise
Healthcare Marketing
Our Work
Resources
Blog
Newsletter – Founder’s Cheatcodes
PowerUp Marketing Audit Quiz
Youtube Videos
Careers
Follow Us
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Marketing Audit Form
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Richa
July 8, 2025
Marketing Audit Form
Business & Contact Info
Business Name
Website URL
Industry
City
State
Primary Contact Name
Email
Branding & Identity
Do they have consistent branding across their website, social, and ads?
Yes
No
Notes on logo, colors, brand tone, etc.
Is their brand message or USP clear?
Yes
No
Comments or observations on brand presence
Social Media Presence
What are they doing well?
Which platforms are you active on?
Facebook
Instagram
TikTok
LinkedIn
YouTube
None
What needs improvement?
Recommendations for content strategy
Audience Nurturing
Are they using email or SMS for follow-up?
Yes
No
CRM or tools in use (if any)
Notes on lead capture or nurture funnel
What recommendations do you have for better nurturing?
Web Presence & SEO
Website Platform
WordPress
Shopify
Wix
Squarespace
Other
Mobile-responsive
Yes
No
Notes on UI/UX (navigation, layout, speed)
Does the site have blog content?
Yes
No
Quality of SEO (titles, content depth, meta tags, etc.)
Local SEO issues (if any)
Keyword suggestions to target
Paid Advertising
Are they currently running ads? If so, where?
Facebook
Instagram
TikTok
LinkedIn
YouTube
None
What’s working (if visible)?
What’s not working or missing?
What would you recommend? (audience, creative, CTAs, etc.)
Final Recommendations
Top 3 Quick Wins
Long-Term Opportunities
Tools you'd recommend for them
Any competitor notes or comparisons (optional)
Send
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