Marketing Audit

When Your Marketing Feels Stuck in 2008

The Mortgage Marketing Reality

Competitors with weaker offerings capture more business while your superior service remains invisible. This audit reveals what's broken in your marketing and how to fix it.

What We Audit

  • Company and executive visibility across platforms. Engagement quality, content strategy, and competitive positioning analysis that reveals why others capture more attention.

  • Borrower and real estate agent-facing assets. Messaging consistency, proof points, and competitive differentiation analysis across all touch points.

  • Who owns the conversation in your local market and exactly how they built that position. Competitive intelligence that reveals systematic gaps in your visibility strategy.

  • Complete analysis of brand signals, value clarity, borrower experience, and conversion readiness. How prospects actually experience your digital presence versus your competitors.

Visibility gaps identified, solutions prioritized.

What You Receive

  • Strategic overview slides designed for leadership review. Clear findings and recommendations formatted for decision-making and budget allocation discussions.

  • 15-20 page comprehensive audit with specific recommendations. Deep-dive analysis of current performance against competitors and growth potential.

  • Clear, ranked recommendations focusing on highest-impact changes. Quick wins you can implement immediately plus strategic initiatives for long-term positioning.

  • 60-minute call reviewing all findings with specific implementation guidance. Your questions answered and next steps clarified for maximum impact.

1. Engagement

Complete intake form and submit your payment to secure your audit slot.

2. Intake Form

Complete detailed questionnaire about your current marketing, goals, challenges, and competitive landscape.

3. Access & Materials

Provide website login credentials, social media handles, current marketing materials, and any competitor information you want analyzed.

4. Analysis

We conduct comprehensive audit of your digital presence, marketing materials, and competitive positioning over 5 business days.

5. Report Creation

Findings compiled into executive presentation and detailed 15-20 page report with prioritized recommendations.

6. Strategy Session

60-minute debrief call to review findings, answer questions, and clarify next steps for maximum impact.

The Outcome

Complete clarity on what's broken in your marketing and the prioritized roadmap to fix it. You'll know why competitors capture more attention, where you're losing prospects, and which changes will drive the most growth.

FAQs

  • $1,000. Your marketing probably wastes more than that monthly on tactics that don't generate results. This audit shows you exactly what's broken and the specific plan to fix it.

  • Because I've built marketing for financial services companies before. I know your compliance headaches, your customer acquisition costs, and why most marketing feels disconnected from revenue.

  • If competitors with weaker offerings aren't winning business you should have, then you're already optimized. But if prospects choose names they've heard of over your superior capabilities, this audit reveals exactly why.

  • The audit identifies specific gaps costing you prospects and provides prioritized recommendations you can implement immediately. Most companies see their first improvements within 30 days of following the roadmap.

  • Most audits tell you what you already know using generic frameworks. This uses systematic approaches built from scaling financial services companies to identify what others miss.

  • Good. I’m not a consultant. Your total time commitment is one hour. Everything else happens behind the scenes. You'll receive actionable recommendations designed for immediate implementation without ongoing consulting dependency.

Ready to understand why your marketing feels stuck?

Your marketing probably wastes thousands monthly on tactics that don't generate results while competitors with weaker offerings capture more business. This audit reveals exactly what's broken and provides the prioritized roadmap to fix it. In one week, you'll know why prospects choose competitors over your superior capabilities.