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DISASTER RESTORATION MARKETING AUDIT

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Disaster Restoration Marketing Audit

A restoration marketing audit that argues from your own numbers.

your own numbers

A marketing audit is a systematic review of your entire marketing function against your commercial goals: the numbers reported to the leadership team, spend by branch and by channel, emergency intake and after-hours answer performance, referral and adjuster relationships treated as a measurable demand channel, local search position per service area, and the restoration companies taking work your branches should be taking. Every finding is evidence-based, banded by severity and tied to a fix with an owner. You get a findings workbook and a 90-day action plan in seven days, with no campaign work attached. Book a meeting and we will scope it honestly, including telling you when your marketing does not need auditing yet.

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750+ brands
Restoration operations director comparing printed branch performance sheets pinned across a glass partition wall

WHAT WE AUDIT

Four questions a restoration marketing audit has to answer.

has to answer

Every marketing audit we run works through the same four questions, in this order, because answering them out of order produces confident advice built on numbers that were never true. In a multi-branch restoration business the order matters more than usual: emergency demand is spiky, referral work and self-generated work are counted differently in most reports, and branches use their own definitions. Data and measurement are settled before anyone judges a channel. The method is the one described on our marketing audit page, read branch by branch.

Data, definitions and measurement

Data, definitions and measurement

Spend efficiency by branch and channel

Spend efficiency by branch and channel

Website, intake and the customer journey

Website, intake and the customer journey

Local search, referrals, reviews and competitors

Local search, referrals, reviews and competitors

Can you trust the numbers before you act on them?

We start with measurement, because a marketing audit that skips it is guesswork with charts. That means analytics and tag configuration on the website, call tracking per branch and per channel, form and chat tracking, conversion tracking on every emergency enquiry, and whether the marketing report reconciles with the jobs that actually appear in your job management system. We place live test calls and web enquiries in several service areas outside business hours and follow each one to a person and into the record.

The first finding in a restoration audit is usually a definition, not a channel. One branch counts a call as a lead, another counts a signed authorisation, and the customer data itself is fragile: Validity's 2026 study of 500 organisations found 62% had lost revenue to poor CRM data and 67% had campaigns delayed or scrapped, while only 41% had a named data governance owner.

  • Analytics, tags, consent and call tracking checked against live test events, including after-hours calls
  • Lead, booked job and signed job definitions compared across branches and restated once
  • Key performance indicators traced back to the systems that produce them
  • A list of numbers you should stop reporting until they are fixed

62%

of organisations lost revenue to poor customer data in 2026

Where the money goes, and what it buys per branch.

Then the spend: paid search, Local Service Ads, paid social, display and retargeting, directory and lead-aggregator fees, sponsorships, vehicle and print media, agency retainers and platform fees. We rebuild the numbers from platform exports reconciled against invoices, find waste by campaign, service area and audience, and calculate cost per booked job per branch rather than a blended cost per lead that hides the branches losing money.

Timing matters in this industry, so we compare like periods rather than quarters: a freeze event or a named storm flatters every channel it touches. Across industries The CMO Survey reports marketing spending grew just 1.7% over the prior twelve months, so most of the money a restoration platform can move this year is money it is already spending badly.

  • Platform spend reconciled against invoices, line by line
  • Cost per booked job and per signed job calculated per branch
  • Aggregator and directory leads judged on speed to contact and conversion, not volume
  • A reallocation model for the budget you already have

1.7%

marketing spending growth across industries in the prior 12 months

What happens after the click, at two in the morning.

Traffic is rarely the problem. We walk the journey the way a homeowner with standing water does, on a phone first: the search result, the landing page, the service area page, the phone number, page speed on a real connection, and then the human handling of the call. Answer time, who answers out of hours, what is asked, whether an appointment is actually set and whether the call is logged against a source are all measured from recordings.

This is the cheapest finding in most audits and the one nobody has measured. Haus's 2026 index of 500 marketing and finance leaders found only 49% can measure how marketing drives business outcomes and 74% have abandoned an initiative they could not measure - and a missed emergency call is invisible in every dashboard.

  • Every step from search to a set appointment tested in several service areas
  • After-hours and weekend answer performance timed from live test calls
  • Booked-job rate measured from recorded calls, not from call volume
  • Commercial, insurance and residential paths checked separately

49%

of leaders can measure how marketing drives business outcomes

The demand your branches are not capturing, and who is.

The last block is demand. A technical review of site health, indexation and internal links, local SEO position for every branch, Google Business Profile and listings completeness, review velocity per location, visibility in AI answers, the searches your brand should own in each service area, and a competitor analysis covering offer, paid media, organic footprint and content. Referral, adjuster, agent, property manager and TPA relationships are audited here as demand channels with their own numbers, and a short strengths and weaknesses read closes the section.

That reading matters because the mix is shifting. Cleanfax's 2026 benchmarking survey found referrals remain the dominant lead source at 93%, while adjuster and agent relationships fell to 55% from 68%, and the 2026 C&R State of the Industry reports 64% of restorers use TPAs in some form while 61% of TPA users would not recommend them. A platform that cannot see which relationships produce work cannot decide what to fund.

  • Local search and map pack position measured per branch and service area
  • Listings, categories and review velocity audited location by location
  • Referral, adjuster, agent and TPA work counted separately from self-generated demand
  • Competitor analysis and a short SWOT with the gaps to attack first

93%

of restorers name referrals as their dominant lead source

Seven days

Fixed scope with a defined end date, agreed in writing

Nine areas

Covered every time, so a weak area is a finding not a gap

No execution

A project, not a retainer, so findings cannot bend toward a sale

Editable

Workbook, plan and models handed over in files you can change

We made the difference for those brands

Home essentials, appliances, kitchen & pet

B2B software, fintech, insurance

SMB

Beauty, personal care & wellness

B2B software, fintech, insurance

B2B software, fintech, insurance

Travel & mobility

Food & beverage

Beauty, personal care & wellness

Food & beverage

Healthcare & regulated services

SMB

Healthcare & regulated services

Consumer tech and platforms

Home essentials, appliances, kitchen & pet

B2B software, fintech, insurance

Consumer tech and platforms

Consumer tech and platforms

Beauty, personal care & wellness

Beauty, personal care & wellness

Apparel and lifestyle

Consumer tech and platforms

Beauty, personal care & wellness

Home essentials, appliances, kitchen & pet

B2B software, fintech, insurance

B2B software, fintech, insurance

SMB

Retail & commerce

B2B software, fintech, insurance

Healthcare & regulated services

Consumer tech and platforms

Creative, content, arts & culture

Food & beverage

Retail & commerce

01 — The challenge

Marketing reports leads up, the branches report a quiet month, and nobody can reconcile it.

The pattern is consistent in multi-branch restoration companies. The marketing report shows leads up. Two branch managers say their crews were idle. Nobody has reconciled the two, because marketing counts calls and the branches count signed jobs. A storm month makes every channel look good and the next month makes all of them look broken. Aggregator invoices arrive with no way to tell which leads became work. Somebody proposes a marketing audit, and what usually arrives is a generic restoration marketing checklist with none of your numbers in it.

“Marketing reported a record quarter. Three branches reported their worst one, and neither report was wrong.”

02 — Our approach

Seven days, evidence first, then a 90-day plan.

Fixed scope, a named senior lead, a start date, and no execution work attached. Day one is access and reconstruction: analytics, ad platforms, Search Console, call tracking, the job management system and every marketing invoice, so the audit argues from what happened rather than what was reported. Days two and three test measurement end to end, including live test enquiries and after-hours calls in several service areas that we follow to a person and into the record. Days three to five cover spend by branch and channel, website and intake, local search position, Google Business Profile and reviews per location, referral and adjuster relationships as measurable channels, TPA-sourced work kept separate from self-generated work, email and lifecycle, and a competitor analysis built from live assets rather than a tool summary. Day six is judgement: every finding written with the measured evidence beside it, a severity band, the cost of leaving it alone, and the fix. Day seven is the plan and the handover call.

Nine areas are covered every time: measurement, paid search, paid social, spend efficiency, website and funnel, organic and AI search, offer and positioning, competitors, and lifecycle. We review the marketing function only. We perform no restoration work, run no campaigns, manage no listings, give no claims, insurance or M&A advice, and are not business coaches. That is what lets the workbook state that a channel we sell is not worth funding for you. The workbook and the plan are yours in editable files.

03 — What we did

How the seven days actually run.

Access and reconstruction, then measurement and definitions, then the money, the site and the local footprint, then an action plan your team can start on Monday.

Days 1-2 / Reconstruct

Your own data, rebuilt from the sources that can be trusted

Analytics, ad platforms, call tracking, the job management system and every marketing invoice, pulled into one view per branch and one for the platform.

Platform exports reconciled against invoices

Days 2-3 / Verify

Test enquiries and after-hours calls traced into the record

We place real calls and submit real enquiries in different service areas, including nights and weekends, trace each one through tracking and into the job system, then list what cannot be relied on.

One test call is worth ten tracking opinions

Days 3-6 / Findings

Every finding with evidence, severity and a cost of inaction

Spend, intake, local search, reviews, referral and TPA work and competitors, written one finding at a time and banded urgent, critical, needs attention or monitor.

Sorted by severity, not by discipline

Day 7 / Plan

A 90-day action plan with owners and acceptance tests

Each action names the findings it closes, what done means as a number or a verified state, an owner at platform or branch level, and an effort estimate.

Phased across days 1-30, 31-60 and 61-90

WHAT YOU GET

Six deliverables, all editable, all yours.

all yours

One workbook, one action plan and the working files behind them, written for your branches, your service areas and your service lines in plain language.

Findings workbook icon

Findings workbook

Every finding with the measured evidence, a severity band, the cost of inaction, the fix, an owner and an effort estimate.

90-day action plan icon

90-day action plan

Phased across three months, each action linked to the findings it closes and to an acceptance test rather than a vague outcome.

Branch budget model icon

Branch budget model

What the same money returns moved between branches, channels and service lines, with the assumptions visible and cost per booked job shown.

KPI and measurement framework icon

KPI and measurement framework

The handful of key performance indicators worth reporting weekly at platform and branch level, how each is collected, and the tracking repairs needed first.

Intake and call review icon

Intake and call review

Answer times, after-hours performance and booked-job rate scored from real recordings per branch, with the calls that were lost and why.

Quick wins list icon

Quick wins list

The fixes worth doing in the first week, each with the evidence behind it and who at platform or branch level can complete it.

HOW WE WORK

Operating standards, not promises.

Operating standards

Hand-drawn comparison of restoration referral sources on graph paper beside a calculator
Test calls
Live emergency calls placed after hours and traced
Severity
Urgent, critical, needs attention or monitor, never a flat list
One definition
Leads, booked jobs and signed jobs restated the same way
Per branch
Findings and numbers reported branch by branch, not blended
Shape

Multi-branch restoration companies

One marketing report, several branch realities, and no agreed definition of a lead.

Explore

Private-equity-backed platforms

Branches acquired at different levels of marketing maturity, reported on different numbers.

Explore

Franchisor-scale restoration brands

National media and local media judged separately, with the ad fund questioned every year.

Explore

Built on trust. Proven by results.

We partner with SMBs and Fortune 500 companies to deliver more than reach — we bring clarity, execution, and measurable outcomes. Every successful partnership starts with a strong culture fit and a shared drive to grow.

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CASE STUDIES

Discover why these market leaders are choosing Web Tonic

Discover our work
Discover our work

Case studies

Website Portfolio

Video Ads

Static Ads

Stone Decorative — case study lead image

2026

137 → 1,075 monthly clicks · +85% calls

Quebec, Canada

Stone Decorative

A decorative stone retailer climbed from an average Google position of 30.5 to 11.0 and grew monthly organic clicks from 137 to 1,075 across the recovery window, while tracked calls rose 85.3% year over year on matched months.

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Home services & trades

Univer Phone — case study lead image

2026

+77% tracked calls · position 19.2 → 5.5

Saint-Eustache, Boisbriand and Mont-Royal, Quebec

Univer Phone

A three-store phone repair business moved from an average Google position of 19.2 to 5.5, grew search impressions 32.6% year over year, and took 1,844 tracked calls in twelve months against 1,044 in the twelve before that — a 76.6% increase on matched months.

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Retail & e-commerce

Oever — Event promotion (Google Ads)

2026

1,678,801 impressions · $3.05 CPM

New York City, United States

Oever

A New York stage production went from a cold Google Ads account to 1,678,801 impressions and 2,699 clicks in fourteen days, at a $3.05 CPM and $1.90 per click, with 842,159 of those impressions served inside a five-mile geofence around the venue.

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Events & venues

Santoy Calgary Painters — SEO

2026

+46% sessions

Calgary, Alberta, Canada

Santoy Calgary Painters

Across twelve matched months, a Calgary painting contractor grew all-channel sessions from 841 to 1,229 and profile direction requests from 473 to 571.

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Home services & trades

Peintres Montréal — SEO

2026

+441% sessions

Montreal and Laval, Quebec, Canada

Peintres Montréal

Across twelve matched months, a Montreal and Laval painting contractor grew all-channel sessions from 529 to 2,862 and new users from 472 to 1,823, with a two-month spike accounting for part of the gain.

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Home services & trades

Prépa PPL — audience launch

2026

0 → 1,575 sessions/month

France

Prépa PPL

A French private pilot licence exam-prep platform went from launch to 2,815 all-channel sessions in four months, reaching 1,575 sessions in July 2026 alone from a zero baseline.

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Education & training

Peinture Marcil — SEO launch

2026

0 → 2,176 sessions

Rive-Nord, Montreal, Quebec, Canada

Peinture Marcil

A Rive-Nord commercial and industrial painting contractor went from no measurable search presence to 2,176 all-channel sessions and 55 organic clicks in its first eight months, with profile website clicks up 72%.

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Home services & trades

Canado-Nacan Équipements — SEO

2026

36.2 → 25.8 avg position

Quebec, Canada

Canado-Nacan Équipements

Across twelve matched months, an industrial safety equipment supplier improved average Search Console position from 36.2 to 25.8 and grew all-channel sessions 9% to 17,724.

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B2B & SaaS

Benjel — SEO

2026

24.8 → 18.8 avg position

Montreal, Quebec, Canada

Benjel

Across twelve matched months, a Montreal air-quality and asbestos testing consultancy improved average Search Console position from 24.8 to 18.8 and grew impressions 13% to 980,767.

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Professional services

Arboxygène — SEO

2026

25.5 → 18.9 avg position

Montérégie, Quebec, Canada

Arboxygène

Across twelve matched months, a certified Montérégie arborist lifted average Search Console position from 25.5 to 18.9, grew impressions 34% to 858,405 and grew profile website clicks 26%.

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Home services & trades

Yubo — Performance-based UGC

2026

signups +35% · CPS −25%

5 continents

Yubo

Monthly sign-ups up 35% with cost per sign-up down 25% MoM

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Consumer apps & platforms

iTrustCapital — UGC & paid media

2026

CVR +100% · CAC −65%

United States

iTrustCapital

Conversion rate doubled and CAC cut 65% with 400+ deposits a month

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Fintech & financial services

Traiteur Tiguidou website homepage

Traiteur Tiguidou

Webflow

Webflow Site

Québec, Canada

Traiteur Tiguidou

Built Traiteur Tiguidou a Webflow site where every mobile catering concept gets its own page, its own colour world and its own reason to be booked.

Discover more

Events & hospitality

Millie & Jones website homepage

Millie & Jones

Shopify

Shopify Store + CRO

Hemel Hempstead, United Kingdom

Millie & Jones

Design, development and ongoing maintenance of a 193-product Shopify store for a family-run UK kids' bed brand, built around guided navigation and reassurance instead of a flat product wall.

Discover more

Home, sleep and furniture

MARCOZO website homepage

MARCOZO

Shopify

Shopify Design + Development

Canada

MARCOZO

Design and development of MARCOZO's Shopify store — a men's jewelry brand selling tarnish-resistant pieces through category browsing and campaign lookbooks.

Discover more

Jewelry & eyewear

BloomsyBox website homepage

BloomsyBox

Shopify

Shopify Design + Dev + CRO

United States

BloomsyBox

Design, development and conversion work on BloomsyBox's Shopify store — a farm-direct flower subscription that sells recurring plans and single bouquets from the same catalogue.

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Flowers & gifting

PetalDriven.com website homepage

PetalDriven.com

Shopify

Shopify Design + Development

Mar Vista, Florida, United States

PetalDriven.com

Design and development of PetalDriven's Shopify store — a farm-direct flower catalogue that serves working florists and first-time DIY wedding buyers from the same inventory.

Discover more

Flowers & gifting

SAINT homepage hero with the buy one get one free offer

SAINT

Shopify

Shopify Dev + CRO + Analytics

Australia

SAINT

Development, conversion work and analytics on SAINT's Shopify store — the fit-over product page, the bundle offer and the landing page that carries the paid traffic.

Discover more

Jewelry & eyewear

Culprit Underwear website homepage

Culprit Underwear

Shopify

Shopify Store + CRO

United States

Culprit Underwear

Site build and conversion work on Culprit Underwear's Shopify store — a loud, print-driven underwear brand where every drop is limited, so the store has to convert on fit confidence and bring the same buyer back for the next print.

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Apparel & fashion

Lyson Duval website homepage

Lyson Duval

WordPress

WordPress Site

Québec, Canada

Lyson Duval

A WordPress site for a Québec mentor and EFT practitioner, built so each programme — the collective sanctuary, the self-paced course, the seasonal event — has its own page and its own argument.

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Coaching & wellness

WholesaleRoses.com website homepage

WholesaleRoses.com

Shopify

Shopify Design + Development

Miami, Florida, United States

WholesaleRoses.com

Design and development of WholesaleRoses.com on Shopify — a farm-direct bulk rose catalogue built so florists, event planners and DIY buyers can shop the way they actually think.

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Flowers & gifting

roe Wellness website homepage

roe Wellness

Shopify

Shopify Design + Development

United States

roe Wellness

Designed and built the Roe Wellness Shopify store — a mom-and-baby skincare range merchandised around customer-submitted before/after photography and heavily structured reviews.

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Skin care & beauty

Centre Dentaire Valiquette website homepage

Centre Dentaire Valiquette

WordPress

WordPress Site

La Petite-Patrie, Montréal, Québec

Centre Dentaire Valiquette

The first website for a family dental clinic that had run on word of mouth in La Petite-Patrie since 1986 — built to feel as calm as the practice itself.

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Healthcare

Petzyo website homepage

Petzyo

Shopify

Shopify Design + Development

Australia

Petzyo

Design and development on Petzyo's Shopify store: a B Corp certified Australian dog food brand selling dry, raw and treat ranges, plus a subscription box, on nutrition detail rather than cute packaging.

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Supplements and wellness

Oura Health

Health & Medical

InBeat OURA SOW001 D2 UGC Matthew 9x16 — video ad creative

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Oura Health

Health & Medical

Track your health more accurately with a sleek smart ring

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a7889cfe1dedd519c829fc4_out.mp4

Oura Health

Health & Medical

Monitor your health effortlessly without changing your lifestyle

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b86e14801b4217b47458_out2.mp4

Oura Health

Health & Medical

Consistent daily habits and tracking can help improve your overall health

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Oura Health

Health & Medical

Get more clarity and less pressure with health insights

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Oura Health

Health & Medical

Understand your cycle and work with your body's natural rhythm

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Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 Jenny — video ad creative

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78c28aacb83de1fd8e3adc_out2.mp4

Oura Health

Health & Medical

Skip the trial and error with a personalized health wearable

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Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 Jenny — video ad creative

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Oura Health

Health & Medical

A more accurate and comfortable way to track your health

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Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 868gjy6ba — video ad creative

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Oura Health

Health & Medical

Track your health and wellness throughout your daily routine

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Food Allergy Institute

Health & Medical

EN

Access expert allergy treatment from anywhere in the country

Food Allergy Institute

Health & Medical

EN

Overcome food allergies with a proven tolerance program

Food Allergy Institute

Health & Medical

EN

Help your child build lasting tolerance to food allergies

MDF

Automotive

FR

Fast and reliable mobile roadside assistance when you need it

MDF

Automotive

FR

Manage your commercial fleet with zero downtime

MDF

Automotive

FR

Avoid surprise bills with transparent auto repair pricing

MDF

Automotive

FR

Get quality car repairs for ten percent less

MDF

Automotive

FR

Enjoy ten percent off your next car repair

MDF

Automotive

FR

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Automotive

FR

Save ten percent with your trusted local mechanic

MDF

Automotive

FR

Get ten percent off all your auto repairs today

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Travel & Hospitality

EN

Stop wasting money on overpriced hotel rooms

FAQ

What restoration operators ask before commissioning a marketing audit.

What does a disaster restoration marketing audit actually cover?

Nine areas, every time: measurement, paid search, paid social, spend efficiency, website and funnel, organic and AI search, offer and positioning, competitors, and lifecycle. For a restoration platform we read them at two levels, company and branch, so Local Service Ads, Google Business Profile and reviews per location, emergency intake, referral and adjuster relationships and cost per booked job per branch are all inside the scope. The output is a findings workbook with evidence and severity, plus a 90-day action plan.

How does the marketing audit process work step by step?

Access and reconstruction on days one and two, measurement testing on days two and three, then spend, website and intake, local search, reviews, referral channels and competitor analysis through day five. Day six is judgement, where each finding is written with its evidence, a severity band and the cost of inaction. Day seven delivers the action plan and the handover call. The scope is fixed so nothing gets skipped when a storm week arrives.

How is this different from a restoration marketing checklist?

A checklist tells you what to look at. An audit tells you what is true in your business. We use a fixed nine-area scope so nothing is missed, but every line in the workbook comes from your analytics, your ad accounts, your call recordings, your job management system, your invoices and your live pages. Findings are ranked by severity and cost of inaction rather than listed in the order the checklist happened to run.

Do you measure how our emergency calls are handled?

Yes, and it is often the highest-severity finding in the workbook. We place live calls in several service areas, including nights and weekends, and score answer time, who answered, what was asked, whether an appointment was actually set and whether the call was attributed to a source. Booked-job rate is measured from recordings rather than inferred from call volume, so a branch with plenty of calls and few jobs stops looking like a marketing problem.

Can you separate TPA and referral work from self-generated demand?

That separation is standard in our workbook, because blending them hides which relationships and which media actually produce work. The 2026 C&R State of the Industry reports 64% of restorers use TPAs in some form and 61% of TPA users would not recommend them, while Cleanfax found adjuster and agent relationships fell to 55% from 68% as a lead source. We report each stream separately with its own cost and conversion, and we give no claims or insurance advice.

How do you handle storm months and seasonality in the numbers?

By comparing like periods and naming the weather. A freeze event or a named storm flatters every channel it touches, so we compare equivalent weeks and separate event-driven demand from baseline demand before judging any channel. Where a branch's growth is entirely weather, the workbook says so plainly, because that is the finding leadership needs before it funds another year of the same plan.

Are you a restoration marketing agency or business coaches?

Neither, on this engagement. We do not run campaigns, we do not manage listings or social accounts, we perform no restoration work, we are not business coaches and we are not M&A advisers. We review the marketing function with evidence and hand you a plan. That independence is the point: an auditor with no media retainer attached can write that a channel is not worth funding.

What does the audit cost?

A fixed fee quoted after a scoping call, with deliverables and dates written down before you commit. It varies with the number of branches, service areas and ad accounts in scope and the state of your data, so publishing a rate would mislead most readers. For context on scale, The CMO Survey puts marketing at 9.0% of company revenue and 33.6% of digital activity in the hands of outside agencies. Book a meeting for a scope and a number.

Do you run the campaigns afterwards?

Not as part of this. The audit is a project with a defined end, and no retainer is attached, which is what lets the workbook say that a channel we would happily sell is not worth funding for you. Your team, your current agency roster or another firm can execute the plan. If you later want us to run something, it is scoped and quoted separately.

Our branch data is inconsistent. Should we fix it first?

No, that is part of what the audit measures. Validity's 2026 study found 62% of organisations lost revenue to poor CRM data and only 41% had a named governance owner, so waiting for clean data means waiting forever. We document what the data can and cannot support, label directional findings as directional, and put the repairs in the plan. Building that layer is marketing operations consulting, quoted separately.

Is a marketing audit worth it while the industry is growing?

How is this different from restoration marketing strategy consulting?

Direction of travel. The audit looks backwards at evidence: what the marketing function has been doing, what it produced and what is broken. Restoration marketing strategy consulting looks forward and decides service lines and segments, positioning and proof, channel roles, budget and measurement. Many platforms buy the audit first, because a plan written on unverified numbers is a guess with headings.

How is this different from growth advisory?

Scope of the question. Growth advisory hunts the commercial constraint wherever it sits, including service mix, production capacity, TPA concentration and the cash cycle. The marketing audit stays inside the marketing function and produces evidence and a 90-day plan. If you already know marketing is the problem, the audit is the cheaper first step.

Who needs to be involved from our side?

Whoever owns marketing, one operations leader who knows the branches, and someone who can grant access to analytics, ad accounts, call tracking, the job management system and invoices. A couple of cooperative branch managers help, because their numbers are the reality check. Expect roughly four hours of your team's time across the week: a kickoff, short interviews and the handover call.

What happens after the action plan?

Your team runs it, and every action has a named owner and an acceptance test. Many operators book a review at ninety days to check the leading indicators, which takes half a day and is optional. Where you want a standing numbers habit, scorecard advisory sets one up and hands it back, and the parent engagement is the marketing audit itself.

Want to know what your marketing spend actually produced per branch last year?