Digital marketing audit

Know What's Working Before Deciding What's Next With Your Marketing

Our digital marketing audit shows what's working, what's underperforming, and where opportunities exist across your marketing. It's how we establish a clear starting point before recommending strategy or execution, so your next marketing decision is based on evidence, not guesswork.

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Before we recommend a strategy, campaign, website change, or new marketing investment, we first need to understand what you already have.

Beholder's digital marketing audit looks across your marketing to identify what's working, what's underperforming, where money or effort may be getting wasted, and where the real opportunities are.

It's part of our connected marketing system because we don't believe in recommending tactics before understanding the full picture.

What's Included

  • Lead handoff and nurture process

    A clear path for every lead, including what happens when someone isn't ready to buy.

  • Shared lead qualification criteria

    Everyone agrees on what makes a lead ready for sales.

  • Lead scoring

    Help prioritize the opportunities most likely to convert.

  • Consistent CRM messaging

    Prospects hear the same story, offer, and next step throughout the buying process.

  • Sales-to-marketing feedback loops

    What sales learns from prospects improves messaging, targeting, and campaigns.

Let's Find Where Leads Get Lost

Tell us what happens after a lead comes in. We’ll help identify where opportunities may be getting lost between marketing, follow-up, nurturing, and sales.

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How It Works

1. Map the current process
We follow the lead journey from first contact through close and identify where opportunities are getting lost.


2. Define the rules
We establish what qualifies a lead, who owns it, what happens next, and when it returns to marketing for nurturing.


3. Build the workflow
We put the process into your CRM so it becomes part of how your business operates, not another document nobody uses.


4. Close the feedback loop
Sales insights flow back into marketing, helping improve campaigns and showing which marketing actually turns into business.

Why This Matters

You may not need more leads. You may need to get more from the leads you already have.


When marketing and sales are connected, fewer opportunities disappear, follow-up becomes more consistent, prospects get a clearer experience, and marketing gets better information about what actually converts.


The result is a system that helps you see where leads come from, what happens to them, and which marketing efforts are contributing to revenue.

Your Next Turn in the System

Marketing and Sales Alignment connects Marketing Consultation with Growth Marketing, creating the loop between the leads your marketing generates, the sales process that converts them, and the reporting that guides what happens next.

Quick Questions

  • Is this only useful for larger sales teams?

    No. Even if one person handles both sales and marketing, a documented process makes follow-up more consistent and keeps leads from getting lost.

  • Why does the CRM matter?

    It gives every lead a defined next step and keeps messaging, follow-up, and lead status in one place.

  • What if we don't have a CRM yet?

    That's common. Marketing Automation & CRM setup can be a direct next step, giving you the system needed to put the process into action.

  • How long does it take to see a difference?

    Most businesses begin seeing the impact once the process is in place and leads that previously would have been forgotten are consistently followed up or nurtured.

Business & Growth Review

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We learn about your business model, services, goals, target audience, and current challenges.


Messaging & Positioning

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We evaluate your value proposition, brand message, and how clearly you stand apart in the market.


Channel and Funnel Review

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We look at how your website, SEO, local presence, paid media, content, email, and social media are contributing to awareness, leads, and conversions.


Strategy and Sales Alignment

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We identify gaps between lead generation and sales follow-up, then provide practical guidance and next steps to improve performance and support better decisions.