/ Marketing audit

A marketing audit that turns observations into owner decisions

Type: Demonstration report · Mode: Synthetic data for a demonstration business · Period: Synthetic 30 day window

This example links brand promise, commercial offer, purchase journey and measurement. It is not a client result story.

1 · fix1 · rewrite1 · measure first
About this report and how to read the metrics

All pages, companies and commercial data in this example are synthetic and internally consistent. It demonstrates the method, not a client case.

01 / in short

Summary

The demonstration localizes three risks: a conflicting offer, unclear first-screen messaging and incomplete repeat-purchase measurement. Their impact on growth still requires testing.

  • Simplify: Use one delivery, payment and return promise across the journey.
  • Prove: Rewrite the first screen around value, assortment and credible proof.
  • Measure: Build the funnel through repeat purchase before expanding channels.
All metrics
Metric Value
visits · synthetic snapshot 10,000
carts · 5% of visits 500
checkout starts · 50% of carts 250
purchases · 40% of starts 100
03 / where to start

First steps.

First, what every later decision depends on.

  1. 01Align the offer and measurement map.→ Amount, regions, timing and exclusions match across product, cart, checkout and policy, and the event list names an owner.
  2. 02Update first screen and trust points.→ A winner is accepted only when category entry and purchase beat control without reducing margin; otherwise the control version remains.
  3. 03Run retention cohorts.→ The report shows 30, 60 and 90 day cohorts, margin and repeat orders without duplicated purchases.

The full plan is in the detailed review below.

04 / findings

Every finding in three lines.

Numbers and evidence for your marketer sit under “details”.

Fix01 / synthetic pages and checkout · confidence high

Commercial terms conflict across the journey

What we see
Free delivery and payment terms differ in header, product, cart and policy.
Why it matters
The information exists, but inconsistency and late timing create uncertainty.
What we do
The marketing lead approves one contract. Acceptance: amount, regions, timing and exclusions match on product, cart, checkout and policy.
details for the specialist
Details
Source: synthetic pages and checkout. Period: demo snapshot. Status: synthetic observation. Confidence: high. Coverage: seven journey points.
Rewrite02 / home, category and competitor sample · confidence medium

The first screen describes the shop but does not help selection

What we see
The headline omits audience, purchase situation and a reason to trust the range.
Why it matters
A new channel would amplify the same message gap. A known brand is counter evidence, so this needs a test.
What we do
Copy lead creates two value propositions. Acceptance: each states who, what and why, keeps one CTA and measures category entry and purchase.
details for the specialist
Details
Source: home, category and competitor sample. Period: demo snapshot. Status: synthetic observation. Confidence: medium. Coverage: three pages and five competitors.
Measure first03 / synthetic funnel · confidence high in arithmetic, low for a real business

Repeat sales cannot scale without cohorts

What we see
28 of 100 buyers return, so repeat rate is 28%. Margin is unknown.
Why it matters
A discount may destroy margin even though repeat behavior exists.
What we do
The CRM manager builds cohorts. Acceptance: 30/60/90 day repeat, contribution margin and deduplicated orders.
details for the specialist
Details
Source: synthetic funnel. Period: 90 days. Status: demo data. Confidence: high in arithmetic, low for a real business. Coverage: 100 buyers.
Full findings table

Findings

Area Finding Evidence Why it matters What we do Confidence Decision Details
synthetic pages and checkout Commercial terms conflict across the journey Free delivery and payment terms differ in header, product, cart and policy. The information exists, but inconsistency and late timing create uncertainty. The marketing lead approves one contract. Acceptance: amount, regions, timing and exclusions match on product, cart, checkout and policy. high Fix Source: synthetic pages and checkout. Period: demo snapshot. Status: synthetic observation. Confidence: high. Coverage: seven journey points.
home, category and competitor sample The first screen describes the shop but does not help selection The headline omits audience, purchase situation and a reason to trust the range. A new channel would amplify the same message gap. A known brand is counter evidence, so this needs a test. Copy lead creates two value propositions. Acceptance: each states who, what and why, keeps one CTA and measures category entry and purchase. medium Rewrite Source: home, category and competitor sample. Period: demo snapshot. Status: synthetic observation. Confidence: medium. Coverage: three pages and five competitors.
synthetic funnel Repeat sales cannot scale without cohorts 28 of 100 buyers return, so repeat rate is 28%. Margin is unknown. A discount may destroy margin even though repeat behavior exists. The CRM manager builds cohorts. Acceptance: 30/60/90 day repeat, contribution margin and deduplicated orders. high in arithmetic, low for a real business Measure first Source: synthetic funnel. Period: 90 days. Status: demo data. Confidence: high in arithmetic, low for a real business. Coverage: 100 buyers.
05 / limitations and scope

Limitations and scope

Limitations: Without GA4, CRM, margin and cohorts, financial upside cannot be calculated.

Coverage: Home, category, product, cart, checkout, policy and retention flows plus five comparable offers were checked.

Sources:

  • Site and mobile purchase path
  • Synthetic offers and advertising messages
  • Synthetic search results and competitor sample
  • Synthetic funnel model
06 / detailed review

Full data for your marketer.

Every table and calculation from the audit. Owners can skip it.

Plan

Plan

What Who Result Horizon
Align the offer and measurement map. Marketing lead Amount, regions, timing and exclusions match across product, cart, checkout and policy, and the event list names an owner. 7 days
Update first screen and trust points. Copywriter, designer and ecommerce manager A winner is accepted only when category entry and purchase beat control without reducing margin; otherwise the control version remains. 30 days
Run retention cohorts. CRM manager and growth lead The report shows 30, 60 and 90 day cohorts, margin and repeat orders without duplicated purchases. 90 days
Measurement

Measurement

Status: Demonstration model

10,000 visits produce 500 carts, 250 checkout starts and 100 purchases. Rates are 5%, 50% and 40%, calculated from those public components.

What already works

What already works

Preserve clear category navigation

Evidence: Users can reach main product groups quickly.

Decision: Do not rebuild the catalog without search and behavior evidence.

Target state and change rules

Target state and change rules

Target state: One commercial promise, a clear opening screen, and a measured path to repeat purchase.

How we test: Terms and analytics are aligned first; promise, proof, and CRM sequence are then tested one at a time.

When we roll back: The change is reverted if purchase rate, average order value, or margin falls against control.

Full audit map

Full audit map

15 checks

The three decisions above give an executive summary. The complete review register below shows the checks behind those decisions.

This page shows 15 of 15 checks in the demonstration register. A client report also links each check to its source, accountable role, and working artifact.

Positioning and the first screen

The opening screen describes the store but does not help the intended buyer choose quickly.

Check Priority Decision What we established What we established
MK-01 P1 Rewrite Name the audience and purchase situation. The heading is generic and does not distinguish the offer from alternatives.
MK-02 P1 Prove Add one verifiable reason to trust the offer. Brand self-description is not a substitute for concrete proof.
MK-03 P2 Simplify Keep one primary CTA. Competing first-screen actions blur the next step.

Offer and commercial terms

The information exists, but delivery, payment, and returns are described differently across the journey.

Check Priority Decision What we established What we established
MK-04 P0 Align Create one delivery contract. Threshold, regions, and timing must match at every touchpoint.
MK-05 P1 Align Make payment methods and timing consistent. A buyer should not discover a new condition only in checkout.
MK-06 P1 Show earlier Explain returns before the decision point. The policy exists but appears after product selection.

Purchase journey and friction

The funnel locates the loss but cannot establish its cause without a controlled test.

Check Priority Decision What we established What we established
MK-07 P1 Investigate Test the product-to-cart transition. The synthetic 5% rate locates the loss but does not establish causality.
MK-08 P2 Protect Do not rebuild checkout without a separate defect. Later stages complete purchases and are not the first break.
MK-09 P2 Test Test earlier communication of the terms. The test changes one touchpoint and protects average order value and margin.

Channels and concentration risk

New traffic will not correct a contradictory offer; channel decisions follow measurement alignment.

Check Priority Decision What we established What we established
MK-10 P1 Measure Compare channels by sales rather than sessions. Top-funnel activity does not show quality or repeat purchase.
MK-11 P2 Diversify Set a ceiling for dependence on one source. Concentration is a resilience risk, not a reason to disable a working channel.
MK-12 P2 Protect Keep a stable control channel during tests. Without a control, an offer change has no reliable comparison.

Repeat purchase and economics

Repeat demand is visible, but cohorts and margin are required before a promotion.

Check Priority Decision What we established What we established
MK-13 P1 Segment Build 30 / 60 / 90-day cohorts. 28 of 100 synthetic buyers returned; the average hides timing and repeat type.
MK-14 P1 Add economics Calculate margin and discount by cohort. Repeat revenue without margin does not prove an incentive is profitable.
MK-15 P2 Experiment Compare a CRM sequence with a holdout group. Incrementality separates message impact from natural repeat behavior.
Method and appendices

Method and appendices

  • ICP and buyer-job map
  • Offer matrix across seven journey points
  • Funnel and event dictionary
  • Cohort template and experiment log
What the client gets

What the client gets

  • Owner decision
  • Positioning and offer map
  • Funnel and trust diagnosis
  • Experiment plan
  • Tasks with owners and acceptance
/ next step

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