A contractor marketing audit is a diagnostic across acquisition, conversion, and retention — designed to find what's leaking revenue before you spend another dollar.
It's not a generic review. It's a numbers-first teardown of your channels, your speed-to-lead, your CSR process, your tracking, and your follow-up — with a prioritized fix order at the end.
Why audits matter — and why most are useless
Most contractor "audits" are pre-sales documents. The agency runs a checklist and concludes you need… whatever the agency sells. That's not a diagnostic. That's a quote in a lab coat.
A real audit looks at the system end to end: what's coming in, where it dies, and which channel is actually profitable after you account for booked revenue — not lead count. Half the time, the "broken channel" isn't broken. The CSR script is. Or speed-to-lead is. Or the booking page is. You won't know until somebody traces the whole path.
Who this is for
You probably need this if…
- You're spending more than $5K/month on marketing without confidence in ROI
- You suspect leads die between "phone rang" and "job booked" — but can't prove it
- You've changed agencies in the last 18 months hoping for different results
- You can't answer "what's our cost per booked job, by source?" in under 60 seconds
- You want a fix list, not a sales pitch
Do you need a marketing audit?
Five honest questions. Check every one that applies.
What I diagnose as your fractional CMO
Seven zones. Every zone gets a number, a leak score, and a fix recommendation.
Acquisition channels
Each source gets a profitability number. Not lead count — booked revenue minus spend.
Speed-to-lead
From phone-rings to first-human-contact. Most contractors are 4×–10× too slow.
CSR / booking process
Recorded calls, scripted moments, conversion rates by CSR. The cheapest 20% lift in the building.
Conversion path
Website, GBP, LSA, forms, scheduling. Every place a buyer can quietly leave.
Tracking and attribution
Source-of-truth math. If two systems disagree, one of them is wrong.
Retention and review loop
Repeat work, referrals, review velocity. The cheapest channel that doesn't have ad spend.
Vendor accountability
Who's on the hook for what number, and what happens when it slips.
What you walk away with
- MapChannel-by-channel profitability map
- ScoreLeak score across the 7 zones
- ListPrioritized fix list (cheapest, fastest first)
- MathEstimated dollars leaking per month
- Path30 / 60 / 90-day execution sequence
- ChoiceRun it yourself, or have Blueprinted direct the build
Audit vs. Fractional CMO — which one first?
An audit is the diagnostic. The Fractional CMO engagement is what owns the plan, directs your team and vendors to ship the fixes, and runs the weekly rhythm. Most contractors start with the audit, decide what to run themselves vs. hand to a CMO engagement, and choose accordingly. No pressure either way.
How long does a contractor marketing audit take?
2–3 weeks from kickoff to delivered fix list. We pull data in week one, recorded calls and CSR review in week two, deliver in week three.
What does a contractor marketing audit include?
Channel profitability, speed-to-lead, CSR review, conversion path, attribution, retention, and vendor accountability. Read the full marketing audit checklist.
Will the audit recommend you?
Sometimes. Most of the time the highest-leverage fix is something you already pay someone else to do — they just need a brief and a number. We tell you that.
Can I run this audit myself?
You can run a short version of it. The 5-Point Marketing Leak Audit worksheet covers the highest-leverage zones.
What if I just need help with one channel?
Then you don't need an audit yet. Tell us which channel and we'll point you at the right resource — or the right person, even if it isn't us.
