Audit Onboarding Brief

1Brand basics

The essentials about your brand.

Brand name OptionalAs it should appear in all deliverables.

Website URL Optional

Industry or category Optional

Headquarters city and country Optional

One-line description of your brand OptionalThe version you would say to someone in an elevator.

2Where you are today

Your current marketing reality.

Current monthly media spend Optional

Channels you are currently active on Optional

Top 3 competitors OptionalName them and what makes each different from you.

What is NOT working in your current marketing? OptionalBe honest.

3What you want to achieve

The destination.

Top 3 business goals over the next 12 months Optional

Primary KPIs you measure success by OptionalBe specific. Leads, revenue, signups, store visits, and so on.

Your target audience OptionalWho are they, where are they, what do they care about?

Markets or countries to focus on for this audit Optional

Total marketing budget for the next 12 months Optional

4Who is involved

Primary contact name and role OptionalFor example, "Sarah Khan, Head of Marketing".

Primary contact email Optional

That looks like a personal email. We will still accept it, but a work email helps us follow up.

Other stakeholders or decision-makers we should know about OptionalName, role, why they matter.

5Documents and assets

Optional but valuable. The more we have, the better the audit.

Brand guidelines or brand book OptionalImage or PDF, up to 3 MB. If larger, share a link in the final box.

That file is over 3 MB. Please share a link instead.

Current marketing plan or strategy document Optional

That file is over 3 MB. Please share a link instead.

Customer or audience research OptionalPersonas, surveys, interview notes.

That file is over 3 MB. Please share a link instead.

Any other relevant documents OptionalCompetitor analysis, sales decks, and so on.

That file is over 3 MB. Please share a link instead.

6Final context

What would a 10 out of 10 outcome from this audit look like for you? Optional

Anything urgent or time-sensitive? OptionalProduct launch, board meeting, expansion deadline, and so on.

By submitting you agree we may use this brief to prepare your Audit. No marketing list, no newsletter, no resale of your data.

Your brief is in.

Thank you. This is exactly what we need to start your Audit. We will be in touch shortly to confirm next steps and timing. If anything changes or you want to add a document, just reply to our email.

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