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FRANCHISE MARKETING AUDIT

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Franchise Marketing Audit

A franchise 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: the numbers reported to the brand and to franchisees, national spend and local spend, the ad fund and what it bought, unit websites and listings, the customer journey in each market, and the competitors taking demand your units 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
Franchise brand president comparing printed unit performance sheets pinned across a glass partition wall

WHAT WE AUDIT

Four questions a franchise 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 franchise system the order matters more than usual: national and local marketing efforts are measured on different definitions, so data and measurement are settled before anyone judges a channel or a franchise marketing strategy. The method is the same one described on our marketing audit page, read unit by unit.

Data, definitions and measurement

Data, definitions and measurement

Ad fund, national and local spend

Ad fund, national and local spend

Brand consistency, websites and the customer journey

Brand consistency, websites and the customer journey

Local search, reviews and competitor analysis

Local search, reviews and competitor analysis

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 across brand and unit sites, call and form tracking per location and per channel, conversion tracking on every enquiry, and whether brand reporting reconciles with the sales and customer records units actually keep. We place live test enquiries in several markets and follow each one to a person and into the system.

The first finding in a franchise audit is usually a definition, not a channel. One market counts a form fill as a lead, another counts a booked appointment, 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, tag, consent and call tracking checked against live test events on brand and unit sites
  • Lead, appointment and sale definitions compared across markets 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 at unit level.

Then the spend: the national ad fund and how it is allocated, brand paid search and paid social, local co-op budgets, the media units buy on their own, agency and platform fees, franchise development marketing, and the vendor programmes bundled into the brand playbook. We rebuild the numbers from platform and invoice data, find waste by campaign, market and audience, and calculate customer acquisition cost per unit rather than blended cost per lead.

The comparison that changes decisions is unit against unit on the same definitions. Across industries The CMO Survey reports marketing spending grew just 1.7% over the prior twelve months, so most of the money a franchise brand can move this year is money the system is already spending badly.

  • Ad fund allocation traced to campaigns, markets and measurable output
  • Customer acquisition cost and conversion rates compared unit by unit
  • National, co-op and local media separated instead of blended
  • A reallocation model for the budget the system already has

1.7%

marketing spending growth across industries in the prior 12 months

What happens after the click, in every market.

Traffic is rarely the problem. We walk the customer journey as a customer in three or four different markets does, on a phone first: the brand site, the location pages, local listings, the booking or enquiry form, page speed on a real connection, and then the handling of the enquiry at the unit. We check brand consistency at the same time: messaging, offers, creative and claims against the standards in your own playbook.

Local execution drifts quietly, and it drifts most where results are already weak. Haus's 2026 index of 500 marketing and finance leaders found 69% feel pressure to deprioritise brand building, which is exactly how a system ends up with forty variations of one offer and no record of which one worked.

  • Every step from search to enquiry tested in several markets
  • Location pages, local listings and forms checked on mobile and desktop
  • Brand consistency scored against your playbook, offer by offer
  • Enquiry handling at unit level timed and recorded

69%

of leaders feel pressure to deprioritise brand building

The demand your units 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 location, listings and reviews unit by unit, visibility in search and in AI answers, the searches your brand should own in each market, and a competitor analysis covering offer, paid media, organic footprint and content. A short SWOT analysis closes the section so the strengths and weaknesses are stated in one place.

Scale is why this pays back. FRANdata and the International Franchise Association project franchised establishments growing about 1.5% to roughly 845,000 units in 2026, with 19.3% of franchisees operating multiple units and controlling 58.8% of all franchised locations. A fix that works in one market is a system-wide asset.

  • Local search and map pack position measured per location
  • Listings completeness, categories and review velocity unit by unit
  • Content coverage against real demand in each market
  • Competitor analysis and a short SWOT with the gaps to attack first

58.8%

of franchised locations are controlled by multi-unit franchisees

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

Creative, content, arts & culture

Food & beverage

Healthcare & regulated services

Apparel and lifestyle

B2B software, fintech, insurance

SMB

Beauty, personal care & wellness

Travel & mobility

B2B software, fintech, insurance

Consumer tech and platforms

Healthcare & regulated services

Healthcare & regulated services

Home essentials, appliances, kitchen & pet

B2B software, fintech, insurance

Travel & mobility

Food & beverage

Food & beverage

Beauty, personal care & wellness

Consumer tech and platforms

Healthcare & regulated services

B2B software, fintech, insurance

B2B software, fintech, insurance

Home essentials, appliances, kitchen & pet

Beauty, personal care & wellness

Healthcare & regulated services

Beauty, personal care & wellness

Creative, content, arts & culture

SMB

Healthcare & regulated services

B2B software, fintech, insurance

Consumer tech and platforms

Retail & commerce

Beauty, personal care & wellness

01 — The challenge

The brand reports growth, half the units disagree, and nobody can reconcile it.

The pattern is consistent in franchise systems. The national report shows leads up. Franchisees say their phones are quieter. Nobody has reconciled the two, because the brand measures form fills and the units measure sales. Two markets outperform the rest and the reason is unknown, so it cannot be transferred. Ad fund questions arrive at every convention and get answered with activity rather than output. Somebody proposes a marketing audit, and what usually arrives is a generic marketing audit checklist with no numbers from your system in it.

“The brand reported a record quarter. Nine franchisees 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 brand and unit reporting stack 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 in several markets that we follow to a person and into the record. Days three to five cover national and local spend, the ad fund, brand consistency across unit sites and listings, the customer journey, local search position, reviews, email and lifecycle, franchise development marketing kept separate from consumer demand, 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 are not franchise brokers, we do not sell franchises, we give no FDD, franchise-law or M&A advice, and we do not run the campaigns afterwards. 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 sites 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, unit reporting and every marketing invoice, pulled into one view per market and one for the brand.

Platform exports reconciled against invoices

Days 2-3 / Verify

Test enquiries followed from several markets into the record

We submit real enquiries and place real calls in different markets, trace each one through tracking, tags and unit systems, then list what cannot be relied on.

One test enquiry is worth ten tracking opinions

Days 3-6 / Findings

Every finding with evidence, severity and a cost of inaction

Ad fund, local spend, sites, listings, enquiry handling, local search, reviews 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 brand or unit 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 brand, your units and your markets 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.

Ad fund and budget model icon

Ad fund and budget model

What the same money returns moved between national brand, co-op and local media, with the assumptions visible and unit impact shown.

KPI and measurement framework icon

KPI and measurement framework

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

Competitor analysis and SWOT icon

Competitor analysis and SWOT

Competitor by dimension: offer and proof, paid media, sites and listings, 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 at brand or unit level can complete it.

HOW WE WORK

Operating standards, not promises.

Operating standards

Hand-drawn comparison of national and local advertising spend on graph paper beside a calculator
Test enquiries
Live enquiries placed in several markets and traced
Severity
Urgent, critical, needs attention or monitor, never a flat list
One definition
Leads, appointments and sales restated the same way system-wide
Per unit
Findings and numbers reported unit by unit, not blended
Shape

Franchisors and brand marketing teams

One national report, hundreds of local realities, and no agreed definition of a lead.

Explore

Large multi-unit franchisees

Several territories run as one business, with brand media and local media judged separately.

Explore

Private-equity-backed platforms

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

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.

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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.

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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

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

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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

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

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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

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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

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Automotive

FR

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Automotive

FR

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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 franchise brands ask before commissioning a marketing audit.

What does a franchise 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 franchise system we read them at two levels, brand and unit, so the ad fund, local co-op media, brand consistency across location pages and listings, lead definitions and unit customer acquisition cost 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, sites, journey, local search, reviews 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 marketing audit checklist?

A checklist tells you what to look at. An audit tells you what is true in your system. 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 unit reporting, your invoices and your live sites. Findings are ranked by severity and cost of inaction rather than listed in the order the checklist happened to run.

Will the audit compare units against each other?

Yes, on one restated set of definitions. Spend, enquiries, conversion rates, customer acquisition cost, local search position, listings health and review velocity are reported unit by unit, so a strong market stops subsidising a weak one in the reporting. Where a unit is genuinely better run, the workbook documents what it does differently so the brand can transfer it as a best practice.

Can the audit settle whether the ad fund is working?

It can settle what the ad fund bought and what that produced, which is usually the real question. We trace allocation to campaigns and markets, measure output against restated definitions, and separate national brand media from co-op and local media instead of blending them. Where the answer is genuinely unmeasurable with today's tracking, the workbook says so and the plan fixes the measurement first.

Does it cover brand consistency across franchisees?

Yes. We audit location pages, local listings, offers, creative and claims against your own playbook, and record where local execution has drifted far enough to cost enquiries or dilute the brand. Findings name the standard, the gap and the owner. We do not police franchisees on your behalf; the workbook gives the brand the evidence to have that conversation.

Are you franchise brokers or franchise development consultants?

No. We do not sell franchises, we do not place franchisees, and we give no FDD, franchise-law, accounting or M&A advice. We review the marketing function with evidence. Where franchise development marketing is in scope we audit it as a demand channel with its own funnel and cost per qualified candidate, kept separate from consumer demand so the two never flatter each other in one report.

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 brands, markets 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 brand 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 customer data is inconsistent across units. 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 in a growing franchise market?

Growth is exactly when waste compounds across units. FRANdata and the IFA project franchised establishments up about 1.5% to roughly 845,000 units in 2026, employment up about 1.8% to nearly 8.9 million workers and output up about 2.6% to more than $920 billion. In a system that size, a measurement error repeated in every market is the most expensive thing on the balance sheet that nobody has priced.

How is this different from franchise 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. Franchise marketing strategy consulting looks forward and decides segments and unit priority, positioning, channel roles between national and local, 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 the unit-economics spread, ad fund structure and territory sequence. 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 brand marketing, one operations leader who knows the units, and someone who can grant access to analytics, ad accounts, call tracking, reporting and invoices. A handful of cooperative franchisees helps, 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 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 ad fund and local spend actually produced last year?