Playbook · Marketing audit
What a marketing audit is, and how we ran one for a professional training company: data collection, findings and a three-month implementation plan.
3 months
Implementation roadmap
Project facts
CRMs reviewed
HubSpot, GoHighLevel, in-house tool
Output
Unified dashboard + nurture sequence
On this page
At a glance
The problem
A training company relied on paid ads, ran overlapping CRMs and had no nurture sequence, so leads went cold.
The approach
An audit of materials, sales calls and workflows, then prioritized fixes: unified tracking, clearer messaging and automated nurture.
The plan