Marketing Audit Intake Form

Your Business

Business Name

Completed By / Role

About Your Business

1. What are your top 1–3 business goals for the next 12 months?

2. What product, service, or customer segment do you most want to grow?

3. If we could solve one marketing problem in the next 90 days, what would it be?

4. What would make this audit feel like a win for you?

Your Customer & Market

5. Who is your ideal customer?

6. Typical sales cycle length

Average customer / deal value

7. Who are your 2–3 biggest competitors?

8. Why should customers choose you over them?

9. How do you want your brand to be perceived?

Your Marketing

11. Approximate annual marketing budget

Brand & Access

14. Do you have a brand guide or manual?

Yes No Not sure

15. Brand assets on hand? Logo files, photography, brand colors.

Yes No Some

16. Website URL

17. Can you provide audit access to website analytics (e.g. Google Analytics) and ad accounts (Meta, Google Ads, etc.)?

Yes, can grant access No, not currently tracked Need help setting up

Measurement

18. What marketing metrics do you currently track? Check all that apply.

Website traffic Leads / conversions Cost per lead ROI / ROAS Social engagement Email performance Sales / revenue None currently

Other

19. Which marketing activities do you believe are working best, and why?

Customer Experience

20. What is the typical path from someone discovering your business to becoming a customer?

Timeline & Final Perspective

21. When would you like audit findings and a plan in place by?

22. What have you tried in the past that didn't work?

23. Anything else I should know before I begin?

Your Email

Your Phone

Thank you! I will get back to you soon!

Business Snapshot