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Strategic marketing audit:
your blueprint for growth

The audit is a fast-tracked (2 week) process that gives you the clarity and direction needed to move forward with confidence. A deep-dive to:

  • validate growth aspirations,
  • diagnose your go-to-market (GTM) function,
  • benchmark performance, and
  • map the steps to build your growth strategy and plan.
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The Audit

A strategically-focused evaluation of your readiness: your marketing foundations, capability, and track record. Plus a map of the critical next steps to build your business growth plans.

What you get:
 2 weeks of live and async work
A focused sprint combining collaborative workshops and behind-the-scenes analysis. We dig deep into your strategy foundations, sales funnel, past performance (and more).
  Performance scorecard + benchmark
See how you really stack up, across six critical growth areas. You’ll get a structured scorecard with ratings, gaps, and opportunities — benchmarked against best practice.
 Audit Report: findings + recommendations
A clear, no-fluff presentation that highlights what’s working, what’s missing, and what needs fixing. Delivered live, with a slide deck you can share with your team or board.
 A path to complete your strategy with momentum
We outline the critical steps between where you are now and a complete strategic marketing plan. Plus, priority quick wins to start driving results while the bigger pieces come together.
Pricing tiers:
Based on your business size, complexity & structure.
Micro, 1-4 ppl, < $2m

$2,500

Small, 5-19 ppl, $2-$10m

$4,000

Med, 20-199 ppl, $10-$250m

$6,500

Large, 200+ ppl, > $250m

$9,500

Scorecard


The 6 growth foundations we evaluate during the Audit
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#1 Future Focus
What are your ambitions? Where are you heading, in the short and long-term?
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#2 Market Reality
Are your goals in sync with the market, customers, competitors? How well do you know them?
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#3 Where you fit in
How do you position your brand, solve your customers’ needs and deliver value?
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#4 How you GTM
How do you go-to-market across customer journey? Where are your resources focussed?
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#5 Track record
How effective have you been at achieving your goals in the past? What do you measure?
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#6 Your capability
Do you have the right team, systems and resources in place? Do you have clear processes?
Ready to find out more?

Get in touch with us today to take the next step. 

WHO IS THE STRATEGIC MARKETING AUDIT FOR?

Leaders who want marketing-led business growth

The Marketing Audit is for leaders who want to build a customer-oriented business and who understand marketing is not only a promotional function (ads, website, events, etc), but one that drives business success through market analysis, strategy development and tactical implementation across all 4Ps (product, distribution, pricing, promotion).

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Business LeadersCEOs, MDs, Owners

"I want to understand the current state of our marketing and the steps we need to take to achieve our growth goals"

  • An unbiased assessment of marketing capability and performance from an industrial expert
  • Identify weaknesses, gaps and quick wins
  • Get an actionable roadmap to kickstart a new phase of marketing-led growth
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Marketersof all levels: Junior to CMO

“We need someone with industrial marketing expertise to help us develop a strategic marketing framework and sustainable implementation plan."

  • An added senior marketing resource to collaboratively build a high performing team
  • Help to get out of the operational weeds and into a more strategic view
  • Get an actionable, repeatable marketing process
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InvestorsMergers, Acquisitions

“We want an independent health check of the business pipeline and marketing capability, to support investment and planning decisions."

  • Identify opportunities for improvement and growth, including quick wins and longer-term strategic moves
  • Uncover key strengths, weaknesses, gaps and issues
  • Get a ready-to-go 90 days action plan to kickstart performance improvements from day 1
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Sales LeadersGMs, BDMs, CROs

“I want to drive increased pipeline performance through better alignment and collaboration with marketing."

  • Identify the root causes of subpar sales performance
  • Pinpoint where the greatest opportunities for sales and marketing improvement are and how to take action
  • Build a collaborative framework for sustained sales and marketing success
WHAT'S IN A STRATEGIC AUDIT?

A comprehensive review and clear path to future success

A business doesn't grow in marketing maturity and sales performance with a short-term focus on ad-hoc tactics. Success requires a deeper understanding of the business environment and a well-conceived plan of attack. 

The Audit Assessment starts us on that path. Through exploratory discussions with your team and behind-the-scenes analysis we uncover relevant insights and provide a reality check on your position in the market.

In the Audit Report we summarise what’s working, what’s missing, and what needs fixing — with a particular focus on the foundational necessities that underpin successful growth plans. We pair this with priority quick wins that keep your momentum up while you're developing your strategy.

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The Audit Assessment

We work with your team through 6 key stages to assess your capability, performance and process.
#1 Future Focus

What are your business aspirations? Where are you heading?

  • Company snapshot
  • Growth focus areas
  • Growth horizons
  • Audit goals
 
#2 Market Reality

Do your aspirations align with the market, customers, competitors?

  • Market scope & size
  • Segmentation + ICPs
  • Competition maps
  • Environment trends
 
#3 Where you fit in

How well do you solve for your customers’ needs?

  • Business fit + value
  • Positioning – brand, product
  • Overall brand health
 
#4 How you go-to-market

How do you engage and win at every step of the customer journey?

  • Customer journey
  • Sales Process & Pipeline
  • Tactical Matrix, 4Ps
 
#5 What’s your record

How effective have you been at achieving your goals in the past?

  • Goals vs performance
  • Drivers of revenue, profit
  • Pipeline leaks, gaps
 
#6 How capable you are

Do you have the right team, systems and resources in place?

  • Skills + capacity + alignment
  • Tech stack + integration
  • Data analysis
  • Documented process
 
DELIVERABLES

The Audit Report

We use the insights captured in the Audit to develop a clear picture of how your business fits into the market. And how to move forward from this position to reach your growth goals: everything you need to develop a complete strategic marketing plan.
Reality Check

Summary of the business go-to-market readiness and what needs attention.

  • Scorecard
  • Best practice benchmarks
  • Detailed audit insights
  • Priority areas
 
Recommendations

The steps needed to develop your strategy and complete an actionable marketing plan.

  • Priority action plan
  • Quick wins list
  • Leadership presentation
 
Next Steps

Lastly, we outline how you move from an Audit Report, to a completed Strategic Marketing Plan, and on to sustainably implementing and achieving your growth initiatives. 

  • Marketing Partnership
 

Ready to discuss your Audit needs?

Get in touch with our team today to answer any remaining questions.
We'll get you on your way to fulfilling the business growth goals sooner.

The Audit Process & Steps

How we complete your Strategic Audit in 2 weeks

We specifically developed the Audit service to avoid analysis paralysis (and related strategic planning ailments!). The process enables us to rapidly assess the marketing capability of any industrial business (irrespective of size, business model or maturity or marketing prowess) and provide a strategic audit report in about 2 weeks. This results in a plan of action shaped to fit the strengths, shortcomings, priorities and resources of each business.

  • KICK OFF

    We recap the process, outcomes and expectations. Then schedule all future meetings in advance and get you to complete a detailed assessment.

    • Kick-off Meeting (30mins)
    • Project Portal introduction
    • Online assessment
    • Schedule meetings
  • DISCOVERY

    After reviewing your assessment and all available information, a Discovery workshop follows, focussed on deepening our understanding of your immediate priorities, your current business environment and capability.

    • Discovery Workshop (2-3 hrs)
    • Business goals and priorities
    • Six key audit areas of focus
    • Marketing capability
  • BEHIND-THE-SCENES

    We then consolidate the findings and insights, and get underway on the audit report. We keep you up to date as we go and check-in with you on any clarifications as needed.

    • Insights consolidation
    • Scoring and report development
    • Clarification and check-ins
  • FINDINGS

    Finally we build out the Strategic Blueprint and 90 day Action Plan. We present this to your team for final review and discuss options for Implementation.

    • Findings Meeting (90mins + Q&A)
    • Strategic Audit Report presentation
    • Review action plan and quick wins
    • Next steps: to a Strategic Plan
OUR PROCESS: MARKETING PARTNER

What happens after the Audit?

A completed Audit report is like a roadmap to direct you to your end goals of completing your strategic marketing plan.

The next step involved addressing any critical gaps that were identified in the Audit, such as missing customer insights, performance data, sales process map or market segmentation, to name a few common ones.

Once these items are complete, we can move onto developing the Strategic Plan itself - which logically we break into two components: your strategy and your plan (the tactics). To understand more about this phase, head over to our Strategy & Plan page.

1
STRATEGIC AUDIT

2 WEEKS

A strategic deep-dive to (a) diagnose your go-to-market function, (b) benchmark performance, and (c) map the critical next steps needed to build your growth strategy.

2
STRATEGY & PLAN

4-6 WEEKS

A focused, collaborative process to translate your audit insights into a clear growth strategy and actionable go-to-market plan — aligned, resourced, and ready to execute.

3
EXECUTION

QUARTERLY CYCLES

A Marketing partner with the leadership to keep your growth strategy alive and evolving — integrated into your team, embedded in your leadership conversations, and focused on driving results.

The Lead Consultant

The Strategic Marketing Audit and Blueprint process is run by David Leahy, the principal marketing consultant at Brucey.

Dave brings over 20 years industrial marketing experience in Australia and around the world, working with over 40 small-to-medium-sized industrial businesses (from $5m to $500m), as well as multi-billion dollar global manufacturers including Volvo Commercial Vehicles (Mack Trucks, Renault Trucks) and Acco Brands (GBC, Acco, Rexel, Kensington).

He brings a comprehensive approach to marketing — beyond just digital tactics — to help businesses see their brand from the customer’s point of view, and to develop strategic marketing accordingly.

With extensive experience in industrial marketing and business growth, Dave works across all customer touchpoints (including with sales and customer service teams) to drive real commercial impact. 

david-leahy-industrial-marketing-consultant
David Leahy Industrial Marketing ConsultantSenior-level growth marketing and strategic leadership for industrial businesses.
David Leahy Industrial Marketing Consultant
FAQs

Still got questions?

What time of business is the Audit best suited to?

Firstly, we work with industrial businesses - those in manufacturing, engineering and construction or related fields.

Secondly, there are two main industrial business types we typically work with:

  • Businesses who have not historically been highly marketing-focussed. They are less strategic and more ad hoc tactically driven, don't use metrics well to measure and drive business outcomes. However, they have a challenge or opportunity in their business that now requires a change of approach e.g. new product/service, change in market  or competitive conditions, desire to grow/scale.
  • Marketing-savvy businesses who already do a lot of the above well. The business has likely grown successfully up until now, but are looking for additional expertise to help them through the next phase of growth. This might involve one of many initiatives, such as developing a new business model, systemising their GTM approach, optimising their systems further for scale, developing a solid strategic framework that can be used to drive bold growth objectives.
How long does the Blueprint take?

Typically 2 weeks from kickoff to delivery. This includes time for review, team interviews (if needed), and preparing your personalised recommendations. We move fast but thoroughly — and keep you in the loop throughout.

How much of our time will this take?

One thing our customers have in common in their leadership team is a lack of time. We've built the Audit process to minimise as much as possible the time required from key people.

In total, the process requires about 4-6 hours over 2 meetings, plus some async activities (emails, calls, portal updates). Often if the MD/CEO or other key roles can't or shouldn't be involved in all meetings, we work through this with you in our initial Kickoff Call.

Who should be involved in the process??

This is a Strategic Audit for the future growth of the business. As such, it should fundamentally involve decision makers who dictate and direct the longer-term company goals, vision and direction. e.g.

  • MD/CEO/Owner
  • GMs or heads of department
  • Key sales and customer service/success roles
  • Marketing team
  • Other relevant roles as applies to your business e.g. key technical, financial, operational roles

In smaller businesses, we often do the audit with 1 or 2 people key people. As the business grows, we might have 3-6 people in the Discovery workshop, and conduct some 1-on-1 calls with specific team members.

In the Findings presentation meeting, the key people are again present, so questions can be asked and next steps can be discussed and decided upon.

What if parts of the audit can’t be properly assessed due to missing or messy data?

In some cases, we’ll uncover areas where important inputs (like funnel metrics or market data) are missing, incomplete, or not yet usable. When that happens, we’ll discuss two options with you:

  1. We complete the audit based on the current state of available data, and make note of anything to be done in the recommendations (this is usually fastest); OR
  2. We pause to help clean up or extract the right data, with any additional scope and cost agreed before proceeding.

Either way, we’ll flag what’s needed and help you stay on track.

Do we need to prepare anything before the audit starts? Not much — but if you already have existing documents like sales reports, customer profiles, past marketing plans, or campaign data, they’ll help us hit the ground running. Once we kick off, we’ll also share a short intake form and request any key files along the way.
We’ve already done a marketing strategy and/or plan before — is this still relevant?

Absolutely. In fact, many of our clients come to us after a previous strategy didn’t gain traction, wasn’t followed through, or didn’t connect with reality — or simply on an annual basis, when it's time to do another annual plan.

The audit helps identify what’s working, what’s missing, and how to move forward — whether you're starting from scratch or building on past work.

What happens after the audit?

You’ll receive a full scorecard, a leadership presentation, a prioritised set of recommendations, and a live walkthrough to unpack the findings.

From there, we can help you move into the next stage — whether that’s developing a full growth strategy, delivering quick wins, or scoping additional research or alignment work.

TAKE THE NEXT STEP

Book a Call

We'll start with a brief call (15-20mins) to discuss your needs. If we're a good match, we can schedule a longer conversation (e.g. 45mins) with key people in the business to agree on your requirements, answer any questions and agree on a scope of services.