Who should run the audit?

Marketing lead or fractional CMO — assign section owners for scores and action items.

Scoring rubric included?

Yes — 1–5 scale per item with red/yellow/green rollup and priority fix list template.

Works both ways — remove internal notes column when sharing with clients.

Quarterly for active growth teams; annually for maintenance-mode marketing orgs.

PDF

50-Point Marketing Audit

Checklist · Sign-off · Appendix

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PDF

Ops

Score strategy, demand gen, ops, analytics, and enablement — one page per pillar. Free pdf download — ~60 min setup on Generic.

Free to download — enter your email and we'll send the PDF file instantly. No spam.

marketing auditchecklist pdfquarterly review

Templates are starting points. One senior operator imports, connects CRM, and maintains — flat fee, no black box.

50 scored checklist items across strategy, inbound, outbound, martech, analytics, and content — with severity weighting and remediation notes column.

1
Download the file
Submit the form to receive your template link by email.
2
Open in your tool
Import or paste the file into Generic following the template-specific notes below.
3
Customize copy and fields
Replace placeholder brand names, URLs, and merge tags with your values.
4
Test before launch
Send a test or run a dry-run import to confirm formatting and triggers.