Every engagement we undertake starts with understanding. Before we start spending money on ads or overhauling a theme, we want to know what's actually happening in your business — what's working, what isn't, and why. Most of the time, the opportunities aren't where people expect them to be. The brand that thinks they have an acquisition problem often has a retention problem. The brand that thinks they need a new website often needs better email flows. The audit is how we find out.
For brands that want clarity before committing to a full engagement, or for teams that want an outside perspective on a specific area of their business, our Ecommerce Audit & Strategy service is a discrete, high-value starting point.
Marketing System Scorecard
Our proprietary Marketing System Scorecard evaluates the health of every component of your ecommerce marketing system across structured criteria. We assess your conversion tracking setup, email and SMS program, review and UGC strategy, loyalty and retention programs, paid channel configuration, SEO foundation, analytics infrastructure, and overall tech stack. Each component gets a health grade — from foundational gaps to advanced maturity — along with specific next actions and priority ranking. The output is a clear picture of where your marketing system stands and a prioritized list of improvements ordered by impact and effort.
Channel-Specific Audits
For brands that want depth in a specific area, we offer standalone channel audits: a Klaviyo email audit that evaluates your flow coverage, segmentation strategy, deliverability health, and campaign cadence; a paid search and social audit that reviews account structure, audience strategy, creative quality, and attribution setup; an SEO audit covering technical foundation, on-page optimization, and content gaps; and a Shopify store audit covering UX, conversion rate, site speed, and data model quality. Each audit includes findings, prioritized recommendations, and a clear brief for implementation.
Growth Planning
The audit is the diagnosis. Growth planning is the treatment. Following an audit, we work with you to build a structured growth plan: a prioritized roadmap of initiatives mapped to your business goals, ordered by expected impact and resource requirement, with clear owners and timelines. This is the document that guides our engagement — and that gives your team a clear shared understanding of where you're going and how you're going to get there.
Who This Is For
The audit and strategy engagement is the right starting point for brands that are new to working with us and want to understand the full picture before committing to a larger scope. It's also right for established brands that have an internal team but want an outside perspective, or for brands that are at an inflection point — preparing for a platform migration, a funding round, a new product launch, or a significant channel expansion — and want to make sure the foundation is solid before they scale.












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