3 Steps to Marketing Clarity: Conducting a Comprehensive Audit for Small Businesses

Small businesses often operate on tight budgets, with limited resources, time constraints, and teams stretched to their limits. In such scenarios, having a smart marketing strategy becomes crucial, ensuring that efforts yield results without wasting valuable resources. In this blog post, I’ll outline a few key steps to conduct a marketing audit. While there are various types of marketing audits, I recommend focusing on three essential steps as the starting point.

A marketing audit for small businesses is vital because, frequently, business owners find themselves handling marketing tasks or relying on what I call “accidental marketers” – individuals with other roles who end up managing marketing activities. However, this often leads to less strategic marketing efforts. Therefore, conducting a marketing audit can provide clarity on where efforts are being directed and what results are being achieved.

These are the three initial steps I suggest auditing if you find yourself in a situation where you lack a dedicated marketer or haven’t established marketing systems and strategies.

The Importance of a Marketing Audit

Before rushing into hiring external help, it’s crucial to conduct a marketing audit. Many businesses, lacking prior experience with marketing agencies or strategic marketing support, might hastily delegate digital marketing tasks without understanding their current marketing landscape. This approach merely compounds the problem. By adding someone unfamiliar with the company’s marketing history, businesses not only fail to address existing marketing issues but also create new challenges related to personnel management, which can further strain resources and time.

The first step, therefore, is conducting a marketing audit to gain a comprehensive understanding of the current marketing situation and identify the next steps more effectively.

Three Key Areas to Audit

When conducting a marketing audit, focus on three primary areas: efforts, strategies, and outcomes.

  • Efforts: Begin by examining the current marketing activities. What tactics are being employed to promote your business? Detail these activities and analyze their associated costs – whether it’s your time or expenses incurred through outsourcing.

  • Strategies: Distinguish between activities and strategies. Posting on social media twice a week is an activity, not a strategy. A marketing strategy involves a more comprehensive approach aimed at achieving specific goals. For instance, a strategy could involve creating educational videos to enhance credibility and visibility among existing clients.

  • Outcomes: Clearly define the desired outcomes for your marketing efforts. Whether it’s lead generation, increasing brand visibility, or enhancing brand equity, ensure your marketing activities are aligned with tangible business objectives.


By auditing these three areas, you’ll gain clarity on your current standing and where you aspire to be, laying the foundation for effective marketing strategies tailored to your business goals.

If you resonate with the challenges outlined in this blog post, feel free to reach out to our digital marketing agency in Vancouver. We’re here to assist you in conducting a comprehensive marketing audit and developing strategies to grow your business successfully. Fill out the form below to get started. 

Thank you for reading and happy growing!

 
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