MARKETING SOLUTIONS > MARKETING AUDITS
Marketing Audits & Performance Reviews
A clear picture of what's working, what isn't and exactly what to do next.
OVERVIEW
More than a Report.
A Shared Understanding of What to Do Next.
Most lenders have marketing activity happening across multiple channels. Few have a data driven view of whether it's working - and why. The Marketing Audit gives you that picture, built from a thorough analysis of your campaigns, your competitors, and your customer journey from first click to first loan.
WHAT THE REVIEW COVERS
-
Campaign Review and Analysis
Detailed of current and past campaigns across each active channel - from creative and targeting to campaign setup, landing pages, and conversion rates.
-
The Full Funnel
The review goes beyond the campaign itself. Landing pages, conversion rates, lead quality, and the hand-off to sales are all part of that picture.
-
Competitive Landscape
What are your competitors doing? Which channels are they investing in, what does their creative look like, and what appears to be working for them? This context shapes the recommendations.
-
Tactical and Strategic Recommendations
The review closes with a prioritized set of changes - what to fix immediately, what to test, and what to think about strategically over the next 6 to 12 months.
HOW IT'S DELIVERED
A 90-Minute Working Session.
A Deck Your Team Keeps.
The review culminates in a 90-minute working session with your team and a 50-slide presentation covering findings, competitive context, and a clear set of prioritized recommendations. The deck is yours to keep and share internally. The session is designed to be collaborative, not just a readout so your team leaves with a shared understanding of what to do next and why.
From kickoff call to presentation is typically three to four weeks.
Most clients find the Review surfaces more than they expected - and want help putting it into action.
WHO IT'S FOR
Right for you if...
-
You have marketing activity running but aren't confident it's working as hard as it should
-
You've inherited a program and want an independent assessment before making changes
-
You're working with an agency and want an expert second opinion on what they're doing
-
You're preparing to scale and want to make sure the foundation is solid first