Marketing Snapshot Assessment
A breadth-first executive scan across five areas of your marketing function — structured to surface every critical gap and show exactly where to focus next.
Digital Presence & Brand Audit
Review of your website — messaging clarity, visual brand consistency, navigation and conversion paths, and how effectively it communicates your value to the right client. Includes a scan of your social media presence (LinkedIn, Instagram, and relevant channels) and basic search visibility: Google Business profile, keyword positioning, and how your firm appears when a prospective client searches for what you do.
Client Acquisition & Outreach Review
Assessment of how prospective clients find your firm and what happens next. Covers your intake and lead-handling flow, email and outreach sequences, referral and word-of-mouth structure, and any paid or sponsored channels in active use.
CRM & Marketing Reporting Snapshot
A snapshot of your CRM configuration and active use — is data being captured, are pipelines organized, and is leadership able to trace signed clients back to a marketing activity? Includes a review of the marketing metrics currently visible to leadership and whether they reflect what's actually happening.
Vendor & Agency Accountability Scan
A surface-level review of your active agency and vendor relationships — are deliverables clearly defined, are KPIs tracked against outcomes, and is marketing spend being evaluated with accountability? Identifies misalignment, redundancy, and gaps that most internal teams cannot objectively surface.
Brand Messaging & Positioning Alignment
Assessment of how clearly and consistently your firm communicates its value proposition — across your website, LinkedIn presence, proposals, and any marketing collateral in use. Evaluated for clarity, differentiation, and calibration to how your target client actually makes decisions.
Where the Team Fits
The Sprint reads how your marketing team fits the function and how the department performs as a whole — a structural read, not an individual review. It tells leadership whether the shape of the team matches the work in front of it, and it lands as part of the executive report, not as a personnel file. Where the read surfaces process gaps — the standards and policies that should exist but don't — those are named in the findings. Closing them is where a retained Foundational engagement begins.
"The Sprint asks whether the team is the right shape. The Audit asks whether each person is in the right seat."