B2B Strategic Marketing Audit & Planning Service

Achieving sustainable growth starts with marketing due diligence and planning

Conducting marketing due diligence is essential for marketing to increase lead generation and sales year after year. Many agencies will whip up a proposal based on 1-2 conversations with you, but this is not enough to develop a holistic marketing strategy. At best, you’ll generate tepid results; at worst, it could waste a lot of your money and time on marketing activities that don’t generate results.

The Innovaxis Strategic Marketing Audit & Planning Service serves business-to-business companies and nonprofits as deep-dive marketing due diligence that leads to the development of a clear marketing strategy for generating the results you want.

The Innovaxis Strategic Marketing Audit & Plan identifies:

What’s not working, why, and what can be done about it
What’s working but not as well as it should be
New marketing efforts that will increase lead generation and sales
How your marketing can fuel sustainable, double-digit growth overall

The audit and planning project typically takes 3-4 weeks and results in a comprehensive report with an executive summary, detailed findings, and a plan for generating sustainable, double-digit growth for the next 1-3 years.

Pricing starts at $3,000 to $5,000 with options for additional websites/brands and conducting market research interviews with your customers, prospects or competitors to ensure your plan is firmly rooted in reality.

If you’re not sure you want to invest in a marketing audit, contact us for an example audit to see if the Innovaxis Strategic Marketing Audit & Plan is right for you. We’ll even conduct a preliminary audit for you at no charge.

What You Get

A deep dive into where you have invested the most time and money (whichever is applicable):

Your website: brand story messaging, thought leadership, content marketing quality, design, usability (UI/UX), and performance
Onsite search engine optimization (SEO): keyword research, how effective keywords have been incorporated into key areas of your site, Google rankings, organic search traffic behavior, crawl issues, core web vitals, and technical SEO elements
Offsite SEO: linking domains, Google PageRank, opportunities for free and paid directory listings, and earned PR opportunities (including articles)
Social media presence: LinkedIn, X/Twitter, Facebook, Instagram
Pay-per-click campaigns: Google Ads, Microsoft Ads, LinkedIn Campaigns, and more
Campaigns: email, direct mail, and advertising
Events: in-person and virtual
PR: press releases, articles, news, presence on third-party websites
Marketing technology: website infrastructure, marketing automation (HubSpot, Zoho, etc.), and use of other technologies
Reporting: how you measure and communicate marketing progress
Competitors: digital footprint and anything else you want to learn from them (competitive intelligence market research)
Other options: product marketing/management, channel programs, pricing, and anything else not listed here that’s part of your marketing activities

The Process

Kick-off with your team – including those key team members who interact with your customers
Optional: interviews with customers, prospects, channel partners, end-users, field personnel, and even competitors
A holistic and comprehensive analysis by our team of consultants is performed over the next 3-5 weeks
Presentation of your strategic marketing audit and plan to you and your team
Formulation of custom marketing program options, with three scope and budget levels to choose from for Innovaxis to implement as your strategic marketing plan

Request a Strategic Marketing Audit & Plan Consultation

Fill out the form below, and we’ll get in touch to schedule a time to discuss whether this effort is right for you. If you’d like to see an example of what your strategic marketing audit and plan would look like, we can show you on our call and also provide findings from a preliminary audit of your marketing:

Frequently Asked Questions

Why doesn’t my professionally designed website generate good leads?

Even the most beautifully designed website can’t drive lead generation without the right content strategy, centered around a clear understanding of the needs and problems of your target market (i.e. brand story) and optimized for search to reflect the solutions they are searching for. Without that, you can waste a lot of time and energy on what are essentially random acts of marketing.

How important is brand storytelling for lead generation?

Brand storytelling is a powerful tool for connecting with your target market and a commonly missed opportunity to communicate the value of your goods and services to your audience. It’s built around understanding their challenges and your role in solving them, positioning your prospects as the hero of their story and you as their guide.

What’s the best way to track ROI from digital marketing efforts?

Simply asking, “How did you hear about us?” during calls and on website forms will help you attribute what generates leads and sales. Once you calculate how much sales is attributable to marketing and divide by the amount of that marketing investment, you will have your marketing ROI calculation. Learn more with the Innovaxis marketing ROI calculator.