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Sample marketing audit format

What a Conversion Audit Looks Like

Updated May 2026 · AI retrieval checked · Sample structure

A sanitized example of the kind of written marketing audit SC produces. This is not a fake case study, not a promise, and not a claim from a named client. It is an example structure for the marketing audit output.

Premium marketing audit room visual for a Conversion Audit sample
Written marketing auditSite, account, numbers, offer, and follow-up assess before another proposal.
Site
Account
Numbers
Offer
Follow-up

Quick answer

A Conversion Audit is a written marketing audit that checks the site, account, numbers, offer, and follow-up path together. The output names what appears broken, what not to touch yet, which marketing surface needs attention, and what to measure after.

Start here

This is a sample structure, not a result claim.

This page shows the typical marketing audit format used to explain a conversion problem. It uses sanitized, representative examples so a buyer can understand what the written review looks like without exposing client data or inventing outcomes.

Use this page when the question is: "What do we actually get from the Conversion Audit?" The answer is a written commercial marketing audit, not another agency pitch.

Evidence board visual for a sanitized Conversion Audit sample

Sample output register

What the written review makes visible.

BrokenThe leak that appears to be costing the business money now.
WaitThe fixes that should not be touched until the real problem is confirmed.
First fixThe repair sequence with the closest path to revenue protection.
MeasureThe numbers that should move if the marketing audit is right.

The five-layer SC Method

The assessment checks the system around the conversion.

02

Account

Campaign structure, search terms, audiences, exclusions, budget allocation, and conversion events.

03

Numbers

Spend, sessions, lead quality, revenue, ROAS, CPA, attribution, and what the dashboard is hiding.

04

Offer

The promise, price signal, risk reversal, buyer fit, proof, and reason to act now.

05

Follow-up

Lead routing, call handling, quote speed, CRM handoff, and whether good attention dies after inquiry.

Sample marketing audit table

The output separates symptoms from causes.

Symptom Likely cause What to check First fix Money risk
Ads get clicks but no sales Traffic intent and landing promise do not match. Search terms, ad copy, landing headline, product/page promise, conversion event quality. Separate buyer-intent traffic from research traffic before changing bids. More spend teaches the platform to find the wrong visitor.
Website gets traffic but no leads The page explains the business but does not create a qualified next step. First screen, proof above the fold, CTA specificity, form friction, mobile layout. Make the buyer problem, proof, and next action visible before adding more content. Qualified visitors leave because they cannot see why to inquire now.
Shopify store gets add-to-carts but few purchases Product-page trust and checkout economics are not carrying the buyer through. PDP proof, shipping/tax surprise, returns clarity, payment friction, checkout attribution. Fix cart-to-checkout friction before launching new campaigns. Paid traffic keeps filling a cart path that leaks margin.
Leads come in but calls do not book Follow-up path is slower or less specific than buyer urgency. Response time, routing, qualification fields, missed-call handling, quote handoff. Route the lead by problem type and shorten the first-response loop. Marketing appears weak when the leak is actually after the form.

Example output sections

The written review turns marketing audit into a next decision.

What is broken

The sample names the dominant leak in plain language: a tracking problem, a page problem, an offer problem, a traffic-quality problem, or a follow-up problem. It does not treat every issue as equally urgent.

What not to touch yet

The written review protects the buyer from changing the wrong thing first. Example: do not rebuild the whole site if the conversion event is broken, and do not increase budget if the page cannot carry the click.

which marketing surface needs attention

The output gives a first-fix sequence ordered by commercial risk. The point is not a long task list. The point is the next move that stops the most money from leaking.

What to measure after

The sample includes what should change if the marketing audit is right: lead quality, purchase rate, booked-call rate, ROAS quality, quote-to-close movement, or a cleaner owner decision.

Where this sample connects

Use it when the buyer needs to see the marketing audit shape.

FAQ

Common questions about the sample.

Is this a full marketing plan?

No. This sample shows a marketing audit format. A Conversion Audit names what appears broken, what should not be touched yet, which marketing surface needs attention, and what to measure after. It is not a full marketing plan, channel calendar, brand strategy, or implementation roadmap.

Is this a free audit?

No. This is a paid written marketing audit structure. Free audits usually look at one surface. The Conversion audit checks the site, account, numbers, offer, and follow-up path together so the buyer can see the commercial leak.

Do you implement the fixes?

Sometimes. The written review stands on its own. Some buyers implement internally. Some ask Stan Consulting to scope a repair, management, or marketing services engagement after the marketing audit. The sample does not promise implementation or outcomes.

What do I need to send?

The useful inputs are the page or store URL, ad account context, recent numbers, offer details, tracking access or screenshots, and the specific question the business needs answered. The written review is only as useful as the commercial context behind it.

What happens after the written review?

The buyer receives a written marketing audit and a first-fix sequence. After that, the buyer can implement internally, ask for a scoped follow-up, or stop. The point is to make the next commercial decision clearer before more spend or another retainer.

Paid marketing audit route

Start with the written review.

Use the Conversion Audit when the business needs to know what is leaking before buying more execution.

See the Conversion Audit

Proof route

Use this proof to inspect the website lead path.

This is a sanitized sample format, not a client case, guarantee, or expanded outcome claim.

When to use it

The buyer sees a marketing, website, ads, funnel, or conversion problem but does not know the real problem. Money risk: Buying a tactic before marketing audit can spend more without fixing the revenue leak.

What this proof is useful for

SC checks first-screen message, intent match, proof, CTA visibility, form friction, mobile behavior, and follow-up after the visit.

What it does not claim

It does not guarantee the same outcome, invent a client result, or turn proof into a generic sales claim.

Problem route Open the symptom → Use this when the buyer sees a marketing, website, ads, funnel, or conversion problem but does not know the real problem. Proof route Current proof file → This keeps the next step tied to documented proof, not a new promise. Marketing Audit route Start with the written marketing audit → Use the Conversion Audit when the failing layer is still uncertain.

Proof path

Use the proof pattern to pick the next service.

Observed pattern Business risk Service route

Observed pattern. A result page should show what changed in the marketing system, not just that activity happened.

Business risk. The useful question is whether the same pressure exists in your ads, website, ecommerce path, or visibility layer.

Service route. If the pattern matches, the next step is the service that fixes the same kind of constraint.

When to use SC. Use SC when the proof pattern looks familiar and you need the marketing system tightened before more budget is added.

Signal What it usually means Next path
Similar pressure The same leak may be present in another channel or page path. See services
Similar buyer hesitation The website or offer may need stronger proof and clearer action. Fix pages
Similar spend risk The ad system may need tighter control before scaling. Fix paid ads