Digital marketing audit

A digital marketing audit is a structured review of everything currently driving your marketing, scored so you can see which parts are actually broken rather than which parts feel neglected. This one covers eight areas, weighted by how much damage a gap in each causes. Score every item 0, 1 or 2, and the workbook calculates a total out of 100 with a recommended next move.

  • CHECKLIST
  • TEMPLATE
  • PDF
  • XLSX
  • FREE
Best for
Anyone inheriting a marketing setup they did not build, or reviewing one before planning next year
Includes
PDF checklist + Excel workbook with live scoring
Time to use
60–90 minutes

Free to download and use in your own client work. No email address required.

Most audit checklists hand you two hundred yes/no questions and no way to tell which failures matter. A missing DMARC record and an unmonitored Instagram account are not the same size of problem, but a flat checklist scores them identically.

This audit is weighted. Each of the eight sections carries a share of the total based on how much damage a gap there actually causes, so the final score points at what to fix first.

The scoring workbook: type 0, 1 or 2 into the yellow column and section totals, the weighted score and the band all calculate themselves. Measurement and analytics — 20% Website and technical — 15% Search visibility — 15% Paid media — 12% Content — 10% Email and CRM — 10% Social and community — 8% Reporting and governance — 10% Audit Scoring guide
The scoring workbook: type 0, 1 or 2 into the yellow column and section totals, the weighted score and the band all calculate themselves.

How the scoring works

Every item gets one of three scores. The middle option matters most — “partly in place” is where almost all real marketing setups live, and collapsing it into a pass/fail hides the problem.

Score Label What it means
0 Not in place Missing entirely, or so broken it produces no value.
1 Partly in place Exists but is incomplete, out of date, or not acted on.
2 In place Working, current, and someone owns it.

A section’s score is its total divided by its maximum, multiplied by the section weight. Add the eight weighted sections and you get a score out of 100.

Why the weights are not equal

If your measurement is wrong, every other section’s score is a guess — including the ones that look healthy. That is why measurement carries 20% and social carries 8%. It is not a judgement about which channel matters more commercially; it is about which failure invalidates the most other information.

Section Weight Why it carries this weight
Measurement and analytics 20% If measurement is wrong, every other score is a guess.
Website and technical 15% The site is the one asset you own outright.
Search visibility 15% Organic search is usually the cheapest durable channel.
Paid media 12% Paid is where waste compounds fastest.
Content 10% Content is the raw material every channel consumes.
Email and CRM 10% The only audience you are not renting.
Social and community 8% Cheap to start, expensive to sustain badly.
Reporting and governance 10% Work that is not reviewed does not improve.

What your score means

Score Band What to do next
85+ Strong Focus on growth and testing rather than fixing fundamentals.
65+ Solid with gaps Fix the two lowest-scoring sections before adding new channels.
40+ Fragmented Stop adding channels. Repair measurement and website basics first.
0+ Foundational work needed Treat this as a setup project, not an optimisation project.

The band matters less than the section breakdown. A score of 72 built on strong measurement and weak social is a completely different situation from a 72 built on excellent social and no working analytics — the second one is not really a 72, because you cannot trust the numbers that produced it.

The audit checklist

Score each item 0, 1 or 2. Be strict: “we set that up once” is a 1, not a 2. The second score is for things that are working and have an owner.

The five gaps I find most often

Across unfamiliar accounts, the same five items are unticked far more often than the rest. If you are short of time, check these before anything else:

GapWhy it keeps happeningCost of leaving it
Internal and agency traffic not excludedNobody sets it up on day one, and it is invisible afterwardsEvery traffic figure is inflated by an unknown amount
Analytics and ad platform conversions disagreeBoth are “working”, so nobody compares themYou cannot tell which channel actually produced an outcome
Paid traffic landing in the organic bucketChannel groupings are left at defaultSEO looks like it is working while ad budget takes the credit
No written UTM conventionIt feels too small to documentOne campaign splits into three and cannot be merged later
Reports sent but not readNo named recipient and no fixed dateWork continues unchanged for months

None of these are technically difficult. They persist because each one is somebody’s fifteen-minute job and nobody’s responsibility.

What this audit will not tell you

Worth being clear about the limits, because a score invites more confidence than it deserves:

  • Whether your strategy is right. The audit checks execution, not choice of direction. A perfectly executed plan aimed at the wrong audience still fails, and would score well here.
  • Whether your pricing or product is the problem. Marketing audits routinely surface issues that are commercial rather than marketing — a conversion rate is not fixable by marketing if the price is wrong.
  • Whether the numbers are honest. It checks that measurement exists and is configured sensibly. It cannot detect deliberate misreporting.
  • How you compare with competitors. The scoring is absolute, not relative. A 60 in an unsophisticated market may be a stronger position than an 80 in a competitive one.

Use it for sequencing work, not for judging strategy.

Turning the audit into a plan

The output of an audit is not a score, it is a decision about sequence. Two rules keep that honest:

  • Fix the lowest-weighted-score section first, not the lowest raw score. A section scoring 50% at 20% weight costs you ten points; a section scoring 20% at 8% weight costs you six. The first one is the bigger problem even though the second looks worse.
  • Do not add a channel while measurement is below 70%. You will not be able to tell whether the new channel worked, which means you will keep paying for it either way.

Once the audit is done, the report template gives you somewhere to put the numbers each month, and the strategy examples show what a plan built on these findings looks like.

How often to repeat it

Once a quarter is more than most setups need. Twice a year is enough for a stable business, plus one extra whenever something structural changes — a site migration, a new analytics platform, a change of agency, or a new person taking over the channel. Record the date and the score each time; the trend is more useful than any single number.