How to Do a Marketing Strategy Audit for Your SMB

Feeling stuck in your marketing? You’re not alone. If your results are stalling, it’s time to stop guessing and get clear. A marketing strategy audit helps you understand what’s working, what’s not, and where to focus next, without wasting another dollar.

Here’s how to do a marketing audit that drives results for your SMB.

1. Define the Scope and Objectives

Before diving in, decide whether you’ll audit all your marketing or key areas like digital campaigns or lead generation. Get specific about what you want to improve: conversions, brand visibility, or ROI.

Tip: Use SMART goals (Specific, Measurable, Achievable, Relevant, and Time-bound) to guide your audit.

2. Choose KPIs and Analyze Performance

Pick metrics that match your goals. These might include:

• Website traffic
• Email open and click rates
• Conversion rates or customer acquisition cost
• Social media engagement

Look at what’s improving and what’s dragging you down.

3. Review Branding and Messaging

Your brand should be recognizable, consistent, and communicate your value. If your visuals, tone, or content feel disjointed, it’s time for a refresh.

Ask yourself: Can someone look at my site or content for 10 seconds and know what I do and why it matters?

4. Audit the Full Customer Experience

Update your buyer personas and walk through the whole customer journey. Where are people falling off? Are you solving the correct problems?

5. Spot Gaps and Make a Plan

Wrap it up with a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis. Then decide: what do you keep, stop, start, or improve?

A marketing strategy audit doesn’t need to be overwhelming. When done right, it gives you clarity, focus, and a path forward. If you’re unsure where to start or want help interpreting the data, I’m here to help make it actionable.