Strategic Success Audit 

Your Marketing Foundation Deep Dive Session

This one-on-one session is a comprehensive analysis of your current marketing strategy. We dig deep into your client attraction and conversion processes to uncover gaps, inefficiencies, and missed opportunities.

Think of it as the “before” snapshot of your marketing—giving us the insights needed to craft a customized, high-impact plan that aligns with your business goals and drives consistent growth.

This deep dive is designed for business owners who are serious about clarity, strategy, and results.

SECTION 1: DISCOVERABILITY: How They Find You

Goal: Increase visibility, build curiosity, and attract aligned leads.

“Are you actively growing your audience by connecting with your ideal clients and engaging with their content consistently?”
Does your messaging clearly communicate the specific problem you solve and who you help?
Is your brand identity and voice consistent and easily recognizable across platforms?
Does your bio, intro, or about section create curiosity and prompt action?
Are you using storytelling, results, or client examples to demonstrate the value you deliver?

Quick Win: Ask a business friend to review your last 3 posts and describe what you do. If they can’t, your messaging needs refining.

SECTION 2: ENGAGEMENT – How They Interact with You

Goal: Build trust, strengthen connection, and move clients toward action.

Are you consistently creating content that educates, inspires action, and builds trust with your ideal clients?
Do your posts, emails, or videos directly address your ideal client’s pain points, goals, or desires?
Do you offer a free value tool, lead magnet, or audit that encourages meaningful engagement and starts conversations?
Do you follow up with new comments, likes, or subscribers quickly (within 48 hours) to deepen connection?
Are you tracking engagement metrics and consult interest regularly to know what’s working?

Quick Win: Review your last five posts. Would a potential client say, “That’s me” or “I need this now”?

SECTION 3: NURTURE – How You Stay Top of Mind

Goal: Keep leads warm and ready to book or buy.

Are you sending regular content that provides value, not just promotions?
Do you have a clear nurture sequence or follow-up system that moves prospects closer to a decision?
Are you using social proof, testimonials, or behind-the-scenes content to strengthen trust?
Are you repurposing your best-performing content to save time and stay visible consistently?
Is your call-to-action clear, relevant, and aligned with where the client is in their journey?

Quick Win: Send a re-engagement email asking, “Are you still looking for support with [their main goal]?”

SECTION 4 CONVERSION: How They Decide To Work With You

Goal: Make the decision to buy or book easy and predictable.

Do you have a simple, streamlined process for prospects to book a call or consult?
Are the benefits and outcomes of your offer clearly communicated and compelling?
Do you guide prospects confidently through the decision-making process with clarity and authority?
Are your sales conversations structured to convert while still feeling natural and authentic?
Do you have follow-up systems for leads who aren’t ready to buy immediately?

Quick Win: Add a testimonial or case study link to your consult confirmation page.

SECTION 5: RETENTION & REFERRALS – How You Turn Clients into Advocates

Goal: Deliver an experience that encourages repeat business and referrals.

Does your onboarding process set clear expectations and create excitement for your clients?
Do you check in regularly with clients to ensure satisfaction and maintain engagement?
Do you ask for feedback, reviews, or testimonials after delivering your service?
Are you actively encouraging referrals or giving incentives to happy clients to share your business?
Do you have a plan to re-engage past clients for future opportunities?

Quick Win: Send a “VIP Thank You” message or client check-in this week to reconnect and strengthen relationships.

Fast-Action Bonus: Enroll in the Strategic Success Marketing Program during your audit call and the full cost of this audit will be credited toward your program investment, rewarding you for taking action and Fast Tracking you straight into results.