Digital Marketing Audit Checklist
Evaluate strategy, audience, positioning, channels, website, search, social, advertising, and measurement to identify gaps before making additional investments.
FREE RESOURCES
Useful Information. No Gatekeeping.
Good information should be useful before it becomes a sales conversation. Explore practical resources, checklists, templates, research, tools, and technology recommendations designed to help you make better decisions for your business.
Featured Resource
The Digital Marketing Readiness Assessment
A practical framework for evaluating the foundations of a modern marketing system before investing more time or budget. Review strategy, positioning, website performance, search visibility, acquisition, measurement, and customer experience.
Explore the Resources
MARKETING & STRATEGY
Build the Strategy Before the Activity.
Practical frameworks for understanding markets, customers, positioning, channels, objectives, and measurement.
Customer Journey Mapping Worksheet
Map the path from awareness through consideration, conversion, and retention to identify where marketing and customer experience can improve.
Marketing Planning Template
Organize business objectives, audience, competitive research, positioning, channels, budget assumptions, KPIs, and measurement into one planning framework.
SEARCH ENGINE OPTIMIZATION
SEO Is More Than Keywords.
Technical, content, performance, relevance, structured data, local search, and measurement resources.
SEO Audit Checklist
Review indexability, crawlability, titles, headings, internal linking, structured data, performance, content relevance, accessibility, and more.
Local SEO Checklist
Evaluate Google Business Profile, local relevance, website signals, citations, reviews, location pages, and conversion paths.
Technical SEO Field Guide
A practical introduction to technical SEO concepts including performance, crawlability, indexing, structured data, internal linking, and Search Console.
ANALYTICS & MEASUREMENT
Measure What Matters.
Resources for building measurement infrastructure and connecting marketing activity to meaningful outcomes.
Google Analytics Setup Checklist
A structured checklist for reviewing account setup, data streams, events, conversions, access, and measurement foundations.
UTM Campaign Naming Template
Create a consistent campaign naming system so marketing traffic can be interpreted more reliably across channels.
Marketing KPI Worksheet
Define what should be measured across awareness, engagement, conversion, qualified leads, customers, and revenue.
GOOGLE ADS
Better Campaign Decisions Start Before the Click.
Practical resources for campaign planning, conversion tracking, landing pages, and performance evaluation.
Google Ads Campaign Launch Checklist
Review targeting, structure, keywords, creative, landing pages, conversion tracking, bidding, and measurement before launch.
Questions to Ask Before Spending on Google Ads
A decision framework for evaluating objectives, tracking, landing pages, budget, audience, and whether paid search is appropriate for your situation.
Landing Page Evaluation Worksheet
Evaluate relevance, clarity, trust, calls to action, mobile experience, performance, and conversion paths.
HUBSPOT & CRM
Understand the System Behind the Customer Relationship.
Resources for evaluating CRM, marketing automation, lead management, reporting, and customer-data processes.
HubSpot CRM Setup Checklist
Review contacts, properties, pipelines, lifecycle stages, permissions, data standards, and reporting foundations before relying on a CRM operationally.
Marketing Automation Planning Worksheet
Map triggers, actions, qualification rules, handoffs, notifications, and human review before building automation workflows.
Is HubSpot Right for Your Business?
Evaluate CRM needs, marketing automation, sales processes, customer data, reporting, integrations, team capacity, and operational complexity before selecting a platform.
WEBSITE & DEVELOPMENT
Your Website Is Part of the System.
Resources for planning, evaluating, launching, improving, and maintaining business websites.
Website Launch Checklist
Review content, navigation, mobile experience, accessibility, SEO, analytics, forms, performance, security, and launch readiness.
Website Accessibility Checklist
A practical starting point for reviewing common accessibility considerations across content, structure, navigation, forms, and media.
Should I Redesign My Website?
Use a Keep → Improve → Rebuild framework to determine whether an existing site needs maintenance, optimization, or a new foundation.
LOCAL BUSINESS
Build Local Visibility From the Ground Up.
Practical resources for businesses competing for attention in their local markets.
Google Business Profile Checklist
Review business information, categories, services, photos, reviews, website connections, and ongoing profile management.
Local Competitor Research Worksheet
Compare local competitors across visibility, reviews, website experience, positioning, offers, and customer acquisition channels.
Local Business Visibility Audit
Evaluate the complete local discovery experience across Search, Maps, reviews, website, social profiles, directories, and conversion paths.
STARTUPS
Build the Foundation Before You Scale the Activity.
Resources for startups evaluating market readiness, positioning, acquisition, websites, and measurement.
Startup Marketing Checklist
Review product-market considerations, positioning, brand, website, acquisition, measurement, and the foundations needed before scaling marketing.
Startup Customer Acquisition Worksheet
Map acquisition channels, customer assumptions, conversion points, costs, and measurement before increasing spend.
Is Your Startup Ready to Market?
Evaluate Product → Market → Brand → Website → Acquisition → Measurement as one connected readiness framework.
E-COMMERCE
Make the Commerce Experience Work.
Resources for product pages, conversion paths, analytics, SEO, and e-commerce technology decisions.
E-Commerce Website Checklist
Review navigation, product discovery, trust, mobile experience, checkout, SEO, analytics, and conversion fundamentals.
Product Page Optimization Checklist
Evaluate product information, images, value proposition, trust, calls to action, structured information, and purchase friction.
E-Commerce Conversion Audit
Walk through discovery, product evaluation, cart, checkout, purchase, and post-purchase experiences to identify friction.
AI MARKETING
Use AI Where It Creates Real Value.
Frameworks for evaluating where AI can assist, automate, analyze, and improve marketing work without replacing human judgment.
AI Marketing Readiness Checklist
Evaluate data, workflows, human review, governance, use cases, and operational readiness before implementing AI into marketing.
Where Should Your Business Actually Use AI?
Classify opportunities as Automate, Assist, Analyze, Decide, or Don't Automate to keep AI implementation practical and accountable.
AI Content Review Checklist
Review accuracy, context, originality, brand voice, claims, sources, and human judgment before AI-assisted content is published.
BRANDING & SOCIAL MEDIA
Make the Business Recognizable and Meaningful.
Resources for positioning, messaging, brand consistency, and social presence.
Brand Consistency Audit
Review messaging, visual identity, tone, profiles, website presentation, and customer-facing touchpoints for consistency.
Brand Messaging Worksheet
Clarify what the business does, who it serves, why it matters, how it is different, and how that message should be communicated.
Social Media Profile Optimization Checklist
Review profile identity, descriptions, links, visual consistency, contact paths, content positioning, and discoverability.
RESEARCH & INDUSTRY INTELLIGENCE
Information Worth Reading Before Making a Decision.
Research, benchmarks, data visualizations, market intelligence, and industry reports will live here as the library grows.
Industry Research Library
A growing collection of research-backed reports and external industry studies organized around the questions businesses are trying to answer.
Market Intelligence
Research and market observations designed to help businesses understand competitive environments, adoption trends, and opportunities.
Marketing Benchmarks & Data
Curated benchmark information and visualizations intended to provide context for performance discussions and strategic decisions.
RECOMMENDED TECHNOLOGY
Tools We Recommend.
We work with a range of platforms and technologies. These are tools we believe can be useful depending on a business's needs, size, goals, technical requirements, and operating model.
Shopify
E-commerce platform for businesses building, managing, and scaling online stores.
E-CommerceWordPress
Flexible content-management platform suitable for a wide range of business websites and publishing environments.
Content ManagementHubSpot
CRM and marketing platform for managing customer data, marketing operations, sales processes, automation, and reporting.
CRM & MarketingScreaming Frog
Website-crawling and technical SEO analysis tool useful for evaluating large numbers of URLs and SEO elements.
Technical SEO
E-Commerce
Shopify → Commerce infrastructure
Content Management
WordPress → Publishing and website management
CRM & Automation
HubSpot → Customer data and marketing operations
Technical SEO
Screaming Frog → Website crawling and technical analysis
Analytics
Google Analytics → Digital behavior and measurement
Search Performance
Google Search Console → Organic search visibility
Tag Management
Google Tag Manager → Measurement infrastructure
Paid Search
Google Ads → Paid acquisition
Affiliate & Referral Disclosure
Some technology links on this page may eventually be affiliate, referral, or partner links. If Pulse Analytics Group receives compensation when a visitor purchases a product or service through one of those links, the visitor's price will not increase because of that referral unless the vendor's terms specifically state otherwise. Recommendations are based on suitability for the stated use case, not solely on compensation.
Current page status: partner links, discount codes, and program-specific offers are intentionally represented by configurable placeholders until the applicable relationships are formally established.
Some technology links on this page may eventually be affiliate, referral, or partner links. If Pulse Analytics Group receives compensation when a visitor purchases a product or service through one of those links, the visitor's price will not increase because of that referral unless the vendor's terms specifically state otherwise. Recommendations are based on suitability for the stated use case, not solely on compensation.
Current page status: partner links, discount codes, and program-specific offers are intentionally represented by configurable placeholders until the applicable relationships are formally established.
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