Playbooks
Marketing
30 minMarketing needs & audit
Discovery for brand, web, social, lead generation and Revenue Engine work.
Open with this
Before we talk about what we'd do, I want to understand what marketing is meant to deliver for the business this year and what's actually happening today.
Marketing work only matters against a revenue number.
Scoring rubric
0/100
0/17 questions captured Completion checks
Red flags
- Goal stated as 'more brand awareness' with no number.
- Nobody internally owns marketing delivery.
- Spend unknown after the budget question.
Close with this
I'll summarise the gaps I heard and confirm which one you want tackled first.
0/100 · 17 outstanding
Still to ask: What does marketing need to deliver this year — leads, revenue, or awareness? · How many qualified leads do you get a month today, and where from? · Walk me through what happens to a lead from first click to first call. · What's in place to follow up leads that aren't ready yet? · In five words or less, what should the brand feel like? · What is the exact wording that must appear in the logo, and is there a tagline? · Which logos do you like, and why? · Who signs off the final logo, and by when do you need it? · What's the current monthly marketing spend and who controls it? · Who internally would own this work with us day to day? · Of everything we discussed, which gap costs you the most right now? · Can I put an audit findings session in the diary for next week?