Marketing Audit
Auditing your firm’s marketing activities allows you to examine all marketing and communication efforts to evaluate their effectiveness and alignment with the firm’s overall objectives. Below is a short guide on performing an audit, what to look for, and areas to focus on.
1. Define Objectives and Goals
One of the early items in the audit is to ensure that your marketing activities align with the firm’s overall strategic goals. This will help measure the success of marketing activities against defined benchmarks.
- Review the firm’s strategic plan.
- Identify specific marketing goals, such as increasing client acquisition, improving brand awareness, or


