Because we're a virtual company we don't publish phone numbers but you can email us here:

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...

  1. General Marketing & Business Development Audit
  2. Purpose & Responsibility Audit
  3. Digital Marketing Audit
  4. Client Care Audit

We offer training on how to conduct a Marketing & Business Development Audit


Designed for: In-house marketing teams – senior management

Duration: 4 x 1hr

In this series of four 1hr workshops (or one half day), Helen Foord will navigate the step-by-step process of implementing a successful marketing and business development audit. She will discuss the ways in which marketing and business development can work alongside partners and fee-earners, HR, finance and client care teams, as well as external PR and digital marketing agencies, to establish a ‘joined-up’ approach to strategic planning, measuring and reporting.


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

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?

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

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...

We’d love to talk to you about our audits…