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ECOMMERCE AND DTC MARKETING AUDIT

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Ecommerce and DTC Marketing Audit

A DTC marketing audit that ends in a plan, not a list of ideas.

ends in a plan

A marketing audit is a systematic review of your entire marketing function against your business goals: platform-reported revenue against what the store and the bank recognised, spend by channel and by product, contribution after discounts and shipping, the product page and checkout journey, email and retention flows, organic and AI-search visibility, and the competitors taking customers your brand 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
DTC brand growth lead pinning printed contribution margin sheets and a hand-drawn funnel to a brick wall in a warehouse office

WHAT WE AUDIT

Four questions an ecommerce 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. For an ecommerce or DTC brand the order matters more than usual: each ad platform claims the same orders, the store reports something else, and finance reports a third number. Data and measurement are settled before anyone judges a channel or a creative strategy. The method is the same one described on our marketing audit page, read channel by channel and product by product.

Data, definitions and measurement

Data, definitions and measurement

Spend, channels and product economics

Spend, channels and product economics

Site, product pages and checkout

Site, product pages and checkout

Organic, email, retention and competitors

Organic, email, retention 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, server-side and conversion API setup, consent handling, purchase and add-to-cart events verified against real test orders, subscription and returning-customer events, UTM discipline, and whether platform-reported revenue reconciles with the store, the subscription tool and the accounting records.

Double counting is the normal finding: every channel takes credit for the same purchase and the total exceeds actual revenue. The customer data behind it is fragile too: 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, pixels, conversion APIs and consent checked against live test orders
  • Platform-claimed revenue reconciled against store and finance records
  • New versus returning customer definitions restated once, across every channel
  • 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 returns after costs.

Then the spend: paid social, paid search and shopping, marketplaces, affiliate and creator programs, retargeting, agency and tool fees, and the discounting attached to each. We rebuild the numbers from platform and invoice data, find waste by campaign, audience and creative, and read return against contribution after product cost, discount, shipping and returns rather than against platform ROAS alone.

Product mix is where most brands find the surprise: a top-revenue SKU can be a bottom-contribution SKU once discounting and returns are counted. Across industries The CMO Survey reports marketing spending grew just 1.7% over the prior twelve months, so most of the money a brand can move this year is money it is already spending badly.

  • Spend traced to campaigns, products and measurable, margin-aware output
  • Contribution per order and per SKU compared against reported ROAS
  • Prospecting and retargeting separated instead of blended
  • A reallocation model for the budget the brand already has

1.7%

marketing spending growth across industries in the prior 12 months

What happens after the click, on a real phone.

Traffic is rarely the problem. We walk the journey as a customer does, on a phone first: landing pages against the ad that sent the visit, collection and product pages, reviews and proof, shipping and returns messaging, the cart, and every step of checkout, with page speed measured on a real connection. We place test orders, including a subscription and a return where those exist.

The step is expensive by default. Baymard Institute puts the documented average cart abandonment rate at 70.22% across 50 studies, so a checkout finding usually outranks anything the ad account can fix in the same week.

  • Ad-to-landing-page match checked for the highest-spending campaigns
  • Product page content, proof and pricing clarity reviewed against customer questions
  • Cart and checkout steps walked with real test orders on mobile and desktop
  • Site speed and error states measured, not assumed

70.22%

documented average online shopping cart abandonment rate

The demand you are not capturing, and who is.

The last block is demand and retention. A technical review of site health, indexation, collection and product URL structure and internal links, organic visibility for category and product searches, presence in AI answers and shopping surfaces, content coverage against real demand, email and SMS flows judged on revenue per recipient, subscription and repeat purchase behaviour by cohort, and a competitor analysis covering offer, paid media, creative and organic footprint. A short SWOT closes the section.

Retention is audited as hard as acquisition because it decides what a first order is worth. Haus's 2026 index of 500 marketing and finance leaders found 71% say AI-driven optimisation favours short-term performance and 69% feel pressure to deprioritise brand building.

  • Organic and AI-search visibility measured for category and product demand
  • Email and SMS flows judged on revenue per recipient, not open rates
  • Repeat purchase and subscription behaviour read by acquisition cohort
  • Competitor analysis and a short SWOT with the gaps to attack first

71%

of leaders say AI optimisation favours short-term performance

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

Apparel and lifestyle

Home essentials, appliances, kitchen & pet

Beauty, personal care & wellness

Apparel and lifestyle

B2B software, fintech, insurance

B2B software, fintech, insurance

Home essentials, appliances, kitchen & pet

B2B software, fintech, insurance

Apparel and lifestyle

SMB

B2B software, fintech, insurance

B2B software, fintech, insurance

Creative, content, arts & culture

Healthcare & regulated services

SMB

Healthcare & regulated services

Creative, content, arts & culture

B2B software, fintech, insurance

Food & beverage

Beauty, personal care & wellness

Consumer tech and platforms

B2B software, fintech, insurance

Home essentials, appliances, kitchen & pet

Consumer tech and platforms

B2B software, fintech, insurance

Healthcare & regulated services

Consumer tech and platforms

Retail & commerce

Food & beverage

Beauty, personal care & wellness

SMB

Home essentials, appliances, kitchen & pet

Healthcare & regulated services

01 — The challenge

The dashboards report a good month, the bank account disagrees, and nobody can reconcile it.

The pattern is consistent in DTC brands. Add up the revenue each platform claims and it exceeds what the store recorded. Blended return looks acceptable until product cost, discounting, shipping and returns are counted. One product carries the P&L and nobody has written down why. Creative testing continues because it is the one lever everybody agrees on, while the checkout has been losing orders on mobile for months. Somebody proposes a marketing audit, and what arrives is a generic ecommerce audit checklist with no numbers from your own store in it.

“Every channel reported a record month. Finance reported the real 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 accounts, the store platform, the email and subscription tools, Search Console 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 orders we trace from click to confirmation to the accounting record. Days three to five cover spend by channel and product, contribution after discounts and returns, product pages and checkout, organic and AI-search visibility, email and retention flows, and a competitor analysis built from live assets and live ads 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 run no campaigns, buy no media, build no stores, and take no media retainer inside the engagement. That last point 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 store and the demand picture, 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

Ad accounts, analytics, the store platform, email and subscription tools and every marketing invoice, pulled into one view by channel and one by product.

Platform exports reconciled against invoices

Days 2-3 / Verify

Test orders traced from click to the accounting record

We place real orders, including a subscription and a return where they exist, trace each through pixels, conversion APIs and the store, then list what cannot be relied on.

One test order is worth ten tracking opinions

Days 3-6 / Findings

Every finding with evidence, severity and a cost of inaction

Spend, product contribution, checkout, organic visibility, email, retention 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 in your team or agency roster, 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 brand, your channels and your product range 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.

Spend and contribution model icon

Spend and contribution model

What the same money returns moved between channels and products, read after discounts, shipping and returns, with the assumptions visible.

KPI and measurement framework icon

KPI and measurement framework

The handful of key performance indicators worth reporting weekly, how each is collected, and the tracking repairs needed before they can be trusted.

Competitor analysis and SWOT icon

Competitor analysis and SWOT

Competitor by dimension: offer and proof, paid media and creative, site and product experience, reviews and organic visibility, closed by a short strengths and weaknesses read.

Quick wins list icon

Quick wins list

The fixes worth doing in the first week, each with the evidence behind it and who on your team or agency roster can complete it.

HOW WE WORK

Operating standards, not promises.

Operating standards

Hand-drawn repeat purchase cohort chart on graph paper beside a printed product margin list
Test orders
Real orders placed and traced into the accounting record
Severity
Urgent, critical, needs attention or monitor, never a flat list
After costs
Return read on contribution, not on platform-reported ROAS
Per product
Findings and numbers reported by product and channel, not blended
Shape

Scaling DTC brands

Several channels claiming the same orders, and a blended return nobody trusts.

Explore

Multi-channel ecommerce operators

Owned store, marketplaces and retail measured on different definitions.

Explore

Investor-backed ecommerce groups

Brands acquired at different levels of marketing maturity, reported on different metrics.

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.

Over 253x 5-star
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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.

Discover more

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

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b886157ed9bc2f507c28_out2.mp4

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

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a7889ad204f7a9be21fd5ab_out.mp4

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

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b84a3a753f3186f65207_out2.mp4

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

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78897524cfb409e117db2d_out.mp4

Oura Health

Health & Medical

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

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b8333a753f3186f64e0a_out2.mp4

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

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b80e157ed9bc2f504f45_out2.mp4

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

Trust your vehicle with affordable and reliable maintenance

MDF

Automotive

FR

Save ten percent with your trusted local mechanic

MDF

Automotive

FR

Get ten percent off all your auto repairs today

Hopper

Travel & Hospitality

EN

Stop wasting money on overpriced hotel rooms

FAQ

What DTC brands ask before commissioning a marketing audit.

What does an ecommerce 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 DTC brand that means tracking and attribution, spend by channel and by product, contribution after discounts and returns, product pages and checkout, email and retention flows, and organic and AI-search visibility. 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, product economics, site and checkout, organic, email 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 the week gets busy.

How is this different from a free ecommerce audit from an agency?

A free audit is a sales document, and it recommends the service the agency sells. Ours is a paid project with no execution attached, which is exactly what lets the workbook say that paid social should be cut, or that the checkout matters more than the creative this quarter. Every line comes from your data: your ad accounts, your store, your email platform, your invoices and real test orders.

Will you reconcile what the platforms claim against real revenue?

Yes, and it is usually the first serious finding. We compare platform-claimed revenue with what the store recorded and what finance recognised, restate new versus returning customer definitions, and document where double counting inflates the total. Where the truth cannot be recovered with today's tracking, the workbook says so plainly and the plan fixes the measurement before anyone reallocates budget on it.

Do you look at product-level and margin economics?

We read marketing performance against contribution rather than platform ROAS: product cost, discount depth, shipping and returns applied per order and per SKU, so a top-revenue product that loses money after costs is visible. We are not your accountants and we do not restate your books; we use the cost inputs your finance team gives us and show the assumptions in the model.

Does the audit cover the checkout and product pages?

Yes, with real test orders on a phone first, including a subscription and a return where those exist. Baymard Institute documents an average cart abandonment rate of 70.22% across 50 studies, so checkout findings often outrank anything the ad accounts can fix in the same week. We document the problems with evidence; the build work is quoted separately or handled by your own developers.

Does it include email, SMS and retention?

It does, under lifecycle. Flows and campaigns are judged on revenue per recipient and on repeat purchase behaviour by acquisition cohort, not on open rates, and the audit states plainly where retention is quietly carrying acquisition. Rebuilding the flows is execution work and sits outside this engagement, as does designing the underlying repeat purchase economics, which is growth advisory.

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 channels, storefronts and markets 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 or rebuild the store afterwards?

Not as part of this. The audit is a project with a defined end: no media buying, no store builds, no retainer attached. That independence is what makes the findings usable. Your in-house team, your current agency roster or another firm can execute the plan, and if you later want us to run something it is scoped and quoted separately.

Our data is messy. Should we clean it up 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 an audit worth it while we are still growing?

Growth is exactly when waste compounds, because every mistake is being funded at a larger scale. Haus found 74% of senior leaders have abandoned or scaled back an initiative they could not measure and 71% say AI optimisation favours short-term performance. An audit gives you the evidence to keep funding what works and stop funding what only looked like it did.

How is this different from ecommerce 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. Ecommerce and DTC marketing strategy consulting looks forward and decides product and cohort priority, positioning, channel roles, budget and measurement. Many brands 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 on growth wherever it sits, including contribution margin per order and per SKU and repeat purchase economics. 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 growth or marketing, someone from finance who can supply product cost and returns data, and someone who can grant access to ad accounts, analytics, the store platform, the email tool and invoices. Expect roughly four hours of your team's time across the week: a kickoff, short interviews, and the handover call. We work from read access wherever possible.

What happens after the action plan?

Your team runs it, and every action has a named owner and an acceptance test. Many brands 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 returned after costs last year?