Find the fastest path to better marketing outcomes.
A free marketing audit for regulated financial brands. A senior marketer reviews the path from positioning to conversion and shows where your public marketing is leaking.
- ✓Reviewed by Mike Caha, MBA. Senior eyes on the marketing path.
- ✓Prioritized audit findings. The clearest fixes ranked by impact.
- ✓No account access needed. Start with public signals.
Prefer to talk it through? Book a 30-minute call instead.
What you get back
- Audit findings by impact
- Conversion and compliance flags
- Clear next steps your team can use
Where should we send your audit?
Enter your work email to start. Mike reviews the highest-impact marketing gaps and sends your audit.
What should we look at?
Your website is enough for us to scan everything that's public.
Where do you most want to grow?
Helps us prioritize. Skip it and we'll cover the essentials.
How would you like your audit?
Either way, you'll have it within one week.
Audit requested.
Your audit request is in. We will scan your public presence and email your audit within one week.
Let's find a time.
Your walkthrough request is in. We will follow up with available times and prepare your audit before the call.
What's in your audit
A real read starts the moment you share your website. The more access you grant, the deeper it goes.
From your public presence
Just your website and email.
- ✓Messaging clarity and conversion paths
- ✓Disclosure placement and readability
- ✓SEO health, rankings, and content gaps
- ✓Live ads and social presence
- ✓Public compliance exposure: risky claims, missing disclosures
A full audit adds
Shared during the engagement, never at sign-up.
- +Analytics and conversion-path data
- +Ad account spend efficiency
- +CRM and pipeline attribution
- +Email and automation performance
- +Recordkeeping and archive review
A preview of your audit
A concise 10-slide findings deck that turns public signals into ranked growth opportunities, conversion fixes, and compliance flags. Built to act on and yours to keep.
No catch
It's free, it's senior, and the audit is yours to keep.
Questions before you start
Yes, free and no-obligation, and the audit is yours to keep. We use it to show our thinking and earn the engagement, not to trap you in a contract.
Quite a lot. From your website and public presence alone we assess messaging, conversion paths, disclosure placement, SEO and rankings, live ads, and public compliance exposure. Deeper analysis of analytics, ad accounts, and pipeline comes once you grant access, usually during the engagement.
No. Your email starts it and your website unlocks the public scan. Everything after that is optional and only sharpens the read.
Always. We flag risk against your rule map and work alongside your compliance team or counsel. We never recommend anything that creates avoidable compliance risk.
Ready to see what's winnable?
Start with your email, or book a call. The audit is yours to keep.