The old theory that you need to know where you’re going, before you can work out what you want to do, sits at the heart of strategy and planning.
You want a clear guide that tells you how you’re performing compared to competitors and best practice. And you want to know the things that are going to stop you from achieving your strategic goals. You want to understand the areas of risk, disconnect with your strategic plan and opportunity, as well as performance… all set against pre-agreed priorities, objectives and requirements. Yes? And you want it
summed up in an easy to read highlight report, with actions? Then you’ve come to the right agency. And you’re looking for one of our audits.
Our clients tell us that our audits provide some of the most valuable insight they’ve gained, whether looking at marketing, business development, client care, digital marketing or purpose & responsibility.
We offer four audits for professional services organisations...
- General Marketing & Business Development Audit
- Purpose & Responsibility Audit
- Digital Marketing Audit
- Client Care Audit
The best way to find out about our audits and our approach is to read some of our recent articles…
Measuring performance with a Digital Marketing Audit
You’d be amazed the number of times we’ve heard people ask “is it really worth it…” in relation to social media. That’s why our Digital Marketing Audit has become one of the most popular audits that we do. It helps firms to work out what isn’t working so well, how...
What does a Purpose Audit seek to accomplish?
We’ve talked a lot about the Marketing & Business Development audits we do for firms and chambers, as well as how to deliver one yourself. In fact, there’s an article that we’ve written in the March 2021 edition of PM Forum magazine that takes you through it...
Conduct a marketing and BD audit
This article was first published in the March 2021 edition of PM Forum Magazine. Do you think 2020 presented a ‘reset’ for how commercial decisions are made? With careful analysis, consideration and recommendations, Helen Foord believes that marketers are perfectly...
The Elephant in the Room… looking at money and reporting on your audit
So, we’ve covered the ‘why bother’ and we’ve covered Clarity of Purpose, Stakeholder Analysis and Competitor Analysis. You might feel that this is enough to be going on with for now, but there is one massive area that we think you should include in your Marketing...
Step-by-step: how our marketing and business development audit works for smaller firms
In the last article we set out a case for why audits aren’t just for larger firms, and we set out the many areas of investigation you could do that relate to Clarity of Purpose. In this article we’re going to look at two biggies… Stakeholder Analysis and Competitor...