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Audits and Evaluations

In the beginning... there was auditing.

You've worked tirelessly on your brand. We know. That makes it hard sometimes to put your hard work up for critical evaluation. It's not the easiest thing, but sometimes it's the necessary thing. If you haven't had a comprehensive, top-down, front-to-back evaluation of your systems in a while, this is the perfect place to start.

This is a corporate service provided by Consult K A R I M.
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What to Expect

The Audit Process

A complete audit checks 15–20 individual parameters per system. We go through every one of your marketing systems, CRM, and any other platform. This can work as a walkthrough where your digital specialist runs us through the back end, or you give us private access and we go through each page ourselves.

Every factor is rated 1 to 5. One being Missing/Unsatisfactory, five being Excellent. For a company with 4 systems, that's 60 to 80 individual factors ranked. You get a total audit score with a full proposal for how to increase it.

Your Scorecard

Here's what a real audit scorecard looks like. Each platform is broken into categories, and each category is broken into individual components, all scored independently.

PlatformCategoryComponent1
Missing
2
Below
3
Meets
4
Above
5
Excellent
Score
HubSpotEmailCampaigns1
Performance2
Design2
Templates1
Journeys1
HubSpotContentAnnouncements2
Thought Leadership1
Event-Based1
Educational3
Sales/Product2

We're all for transparency, but we developed this system proprietarily and can show you the rest after you sign up.

What Recommendations Look Like

Audit recommendations example

This is a preview of a summary page. Your full recommendations will be a platform-by-platform, category-by-category presentation.

Examples of Audit Categories

Every audit is scoped to the number of platforms and systems we're evaluating. Here are four examples from a recent client engagement:

  • HubSpot / CRM & Email: Campaigns, performance, templates, journeys, audience segmentation, lead tracking, UTMs, and reporting quality
  • WordPress / Website: Site navigation, UX, SEO, keywords, content quality, layout, design, and image integration
  • Paid & Organic Media: Google Ads, social media presence, press releases, blog, case studies, print materials, and event collateral
  • Branding & Strategy: Graphics, video, brand guidelines, photography, copy, positioning, audience strategy, identity consistency, and growth measurement

The amount of time and cost for your audit is contingent upon the number of platforms or systems we're evaluating. Because of the detailed and time-oriented nature of this process, we ask that you come prepared to show your homework.

Results

  • Winsight Grocery Business: Converted a legacy brand, moved from 3rd to 1st in market share within 18 months
  • NIQ/GfK: Managed the marketing, promotion, and brand integration during a multibillion-dollar merger
  • JET Filter: Complete brand and digital presence audit and rebuild

The Origin Story of a Detailed Highly Detailed Individual

My previous work experience and my current passion projects necessitate attention to detail. Ask me more.

My attention to detail first came from the print industry. Working with print magazine covers, every single detail has to be perfect. Vectors aligned, text racks matched, color mapping, margins, bleeds, text placement, white balance. Everything has to be pixel perfect because in print, every pixel will be seen.

Especially for images getting blown up for large screens at events or trade shows. I learned that high attention to detail early in my career, and I've brought it into every audit and recommendation I provide.

Ready to be tested? Schedule your consultation and start thinking about what your score means.

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