The Audit & Five-Year Roadmap
Find out what's working, what isn't, and what to do next.When I ran an audit on my own business this spring, I found hours every week going into a channel that sent almost no one to my website. I would have kept feeding it for another year if I hadn’t stopped to look.
That’s the whole idea behind this diagnostic. You can’t steer what you can’t see.
I’ll bring an audit and long-range strategy together, so you walk away with a beautiful starting point: the honest truth and the plan for what to do about it.
In 1-2 weeks, you’ll walk away with a written, prioritized assessment of what’s working, what’s broken, and what to fix first.
BONUS:
If you book a retainer, website, or brand design project within 30 days, I'll credit $2,500 toward it!
What you’llwalk away with
A full audit of your channels, messaging, customer journey, and tracking
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A review of your website, search visibility, and AI search readiness
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A look at how you show up next to your closest competitors
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A prioritized action plan, so you know what to fix first
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A five-year roadmap that sequences tools, process, and tactics by year, by quarter, and for the next 90 days
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How It Works
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01
KICKOFF
We talk through your goals, your history, and what’s been bugging you.
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I DIG IN
You share access to your analytics and accounts, and I do the detective work.
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WALKTHROUGH
I present the findings and the roadmap, and we talk through every recommendation.
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YOU DECIDE
Run with the plan yourself, or bring me in to build it with you.
Why this is the right choice.
This is for you if you’ve been in business for at least a few years, marketing has lost its owner (or never had one), and you want direction before you invest in execution.
This isn’t for you if you’re still shaping your core offer, or you want a templated report in 48 hours. If you’d like that, The 2-Day Marketing Audit is a great place to start.
The Clarity Diagnostic
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Total Investment: $5,500
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Delivered in 1-2 weeks
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The Clarity Diagnostic • Total Investment: $5,500 • Delivered in 1-2 weeks •
You in?
Common Questions About The Audit & Five-Year Roadmap
The 2-Day Audit is a focused look at where you effort is going and what it’s returning. The Marketing Audit & Five-Year Roadmap goes much deeper: a full audit, a competitor review, two working sessions with me, and a five-year roadmap for what to do next.
How is this different from The 2-Day Marketing Audit?
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Access to your analytics, Search Console, website, social, email, and ad accounts, plus any past plans or reports you have. On your end, plan for about three hours across the kickoff and the walkthrough.
What do I need to give you?
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You’re in good company. I’ll show you what’s missing and why it matters, and getting your tracking in place becomes part of the plan.
What if our tracking isn’t set up?
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Not at all. The roadmap is written so you or your team can run with it. If you’d like me to build it with you, $2,500 of your diagnostic is credited toward The Creative Partnership retainer, Brand, or Web Build booked within 30 days.
Do I have to hire you to carry out the plan?
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Because today’s decisions make more sense when you know where they’re headed. We picture where you want to be in five years and work backward to this quarter, so nothing you do now is busywork.
Why a five-year roadmap?
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Marketing
with Purpose.
Good marketing, like good coffee, can’t be rushed. It’s brewed with intention, not urgency. Explore the services built to help your business grow at a pace that is sustainable.