Marketing Audit
BXM Agency
Marketing Audit Framework
A comprehensive assessment of your organization's marketing health across 6 critical areas.
This audit takes approximately 15 to 20 minutes. Be honest — the value is in the clarity it creates, not in achieving a high score. Your results include a prioritized action plan built around your sector and your actual gaps.
Organization Info
Organization Name
Primary Contact Name
Annual Operating Budget
Sector
What type of organization are you?
Your sector shapes how we score your results and frame recommendations.
Nonprofit
Mission-driven, donor-funded organizations
Higher Education
Universities, colleges, academic institutions
Civic Organization
Chambers, foundations, municipal entities
Other
Mission-aligned, does not fit above
Section 1 of 6
Brand and Messaging
How clearly does your organization communicate who you are, who you serve, and why it matters?
1.1 — Mission Clarity
How clearly can your team articulate the organization's mission in one sentence?
1 = No one agrees on the message / 5 = Crystal clear and consistent
UnclearVery Clear
1.2 — Audience Definition
How well-defined are your primary audiences?
1 = Everyone / 5 = Specific personas with documented profiles
UndefinedFully Defined
1.3 — Brand Consistency
How consistent is your visual brand across all touchpoints?
1 = No standards exist / 5 = Full brand guide followed consistently
InconsistentFully Consistent
1.4 — Voice and Tone
Do you have a documented brand voice and does your team use it?
No, nothing documented
It exists but is not used
Partially followed
Yes, consistently used
Section 2 of 6
Digital Presence and Channels
Rate the effectiveness of each marketing channel your organization currently uses.
2.1 — Website
How effective is your website at converting visitors to action?
1 = Outdated or no clear CTA / 5 = Optimized, mobile-friendly, measurable
Not EffectiveHighly Effective
2.2 — Email
How strategic and consistent is your email communication?
1 = No email strategy / 5 = Segmented, consistent, measurable
NonexistentFully Optimized
2.3 — Social Media
How consistent and strategic is your social media presence?
1 = Sporadic and reactive / 5 = Planned calendar, engaged community, measurable growth
ReactiveFully Strategic
2.4 — Active Channels
Which channels is your organization actively using?
Select all that apply
Facebook
Instagram
LinkedIn
X / Twitter
YouTube
TikTok
Email Newsletter
SMS / Text
Podcast
Events
Section 3 of 6
Content Strategy and Cadence
Assess the intentionality, quality, and consistency of your content output.
3.1 — Content Planning
Do you have a documented content calendar or publishing plan?
No plan, we post when we can
Informal, in someone's head
Basic calendar, inconsistently followed
Documented and consistently used
3.2 — Storytelling Quality
How effectively does your content tell compelling stories about impact?
1 = Mostly announcements / 5 = Rich storytelling with real people and outcomes
TransactionalStory-Driven
3.3 — Content Mix
How balanced is your content mix across awareness, engagement, and action?
1 = Only promotional asks / 5 = Intentional balance of value, story, and action
ImbalancedWell-Balanced
3.4 — Stakeholder Communications
How strategic is your communication cycle with key stakeholders?
1 = Acknowledgment only / 5 = Full touchpoint calendar across the stakeholder lifecycle
ReactiveProactive
Section 4 of 6
Analytics and ROI Tracking
Evaluate your organization's ability to measure what's working and make data-driven decisions.
4.1 — Goal Setting
Do you set documented marketing goals with measurable KPIs?
No formal goals
General goals, nothing measured
Goals set but inconsistently tracked
Documented goals with regular reviews
4.2 — Data Literacy
How comfortable is your team with interpreting marketing data?
1 = We do not look at data / 5 = Team reviews dashboards and adjusts strategy regularly
Not at AllVery Comfortable
4.3 — Campaign Measurement
After a campaign ends, do you conduct a formal performance review?
Never
Rarely or informally
Sometimes, no standard format
Always, with a documented report
4.4 — Tools in Use
Which analytics tools does your team currently use?
Select all that apply
Google Analytics
Meta Insights
Mailchimp
HubSpot
Salesforce
Bloomerang
Slate
None
Section 5 of 6
Marketing Infrastructure
Assess the systems, capacity, and resources that support your marketing function.
5.1 — Staff Capacity
How adequately staffed is your marketing function?
1 = No dedicated marketing staff / 5 = Right-sized team with clear roles
UnderstaffedWell Staffed
5.2 — Budget Allocation
Does your organization have a dedicated marketing budget, separate from events?
No dedicated budget
Ad hoc, pulled from other areas
A line item, but underfunded
Dedicated budget aligned to goals
5.3 — Tech Stack
How well does your technology stack support your marketing operations?
1 = Tools are disjointed or underused / 5 = Integrated, efficient, team-trained
DisconnectedFully Integrated
5.4 — Leadership Buy-in
How aligned is your senior leadership on the value of marketing investment?
1 = Marketing is an afterthought / 5 = Leadership champions and funds marketing
SkepticalChampions
Section 6 of 6
Context and Priorities
Help us understand your goals and where you feel the most friction.
6.1 — Biggest Challenge
In your own words, what is your number one marketing challenge right now?
6.2 — 12-Month Goal
What does marketing success look like for you in the next 12 months?
6.3 — Priority Areas
Where do you most want to see improvement? Select up to 3.
Brand Identity
Social Media
Email Strategy
Stakeholder Comms
Content Consistency
Data and Reporting
Website
Team Capacity
Complimentary Next Step
Book Your 45-Minute Results Review
You have your score. Now let us talk through it. In this complimentary session with Gremesha, you will walk through your audit results, identify your highest-impact opportunities, and leave with a clear sense of exactly where to start.
Schedule My Results ReviewComplimentary · 45 Minutes · No Obligation
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