Marketing Audit Worksheet

Pathway Builder 🔒
Domain
Executive
Type
Worksheet
Phase
Discovery Review
Details
45+ min Between sessions As-needed
Topics
Leadership Accountability

Designed for leaders and executives navigating organizational complexity.

When to Use This Tool
I have marketing activities running but I'm not sure which ones are actually working
My marketing plan is really a list of things I want to do rather than a clear strategy
I need to get honest about where my time and budget are going in marketing versus what's producing results
How to Introduce This Tool Plus

Some clients find it useful to audit their current marketing honestly before pla...

Download This Tool

Free PDF - print-ready, professionally formatted

Preview Worksheet · 45+ min

For the Coaching Practitioner

Plus
Coaching Scenarios Plus
1 A business owner whose marketing plan is a commitment statement rather than a strategic document
Context

A service business owner who produces a marketing plan each January that reads as a list of intentions: 'be more consistent on LinkedIn,' 'send monthly emails,' 'attend more events.' The plan has no measurement, no budget allocation, and no channel strategy. It signals effort without enabling diagnosis. The 8-question audit will likely surface that she's been making the same plan for several years.

How to Introduce

Frame the audit as a performance review of the current plan, not planning for the next one. 'Before we talk about what y...

2 A founder who is resistant to the audit because he believes marketing is about relationships, not systems 🔒
🔒
3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags
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For professional coaches and coaching practitioners
Tool Flow Plus
See what this tool requires and produces in a coaching engagement
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Pairs Well With

Executive

Decision Making Framework

A client is sitting on a decision they've been avoiding for weeks

30 min Framework
🔒
+3 more with Plus

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