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? FacebookInstagramTikTokLinkedInYouTubeNone 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 WordPressShopifyWixSquarespaceOther 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? FacebookInstagramTikTokLinkedInYouTubeNone 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
