Essential digital marketing audit template and checklist

Written by
Luke Marthinusen

The Digital Marketing Audit Checklist takes a SMART look at your marketing strategies to make sure that it is Specific, Measurable, Attainable, Relevant and Timely. This SMART marketing audit can be used as a blueprint for creating efficient and effective marketing campaigns.

Every marketer should be thinking about generating measurable returns. That’s why we’ve created our digital marketing strategy checklist that will analyse your digital performance and help you to outperform the competition.

  • Identify aspects of your digital marketing strategy that needs needing performance improvements.
  • Clarify the next steps towards a successful, ROI driven marketing campaign by making notes based on what you learn during this process.
  • Learn to take those next steps with confidence through educational content along the way.

Why conduct a digital marketing audit?

Starting a new business

When starting out or taking your business in a different direction, it is important to identify what your business has going for it, how it fits in the market and how you will be implementing marketing strategies in your business throughout.

Helping you understand, predict and limit the risk associated with your new venture.

Launching a new product

When launching a new product or service, it is essential to understand how it will fit in with your existing business, your future business goals, and how it will help your audience.

Conducting a marketing audit will give you insights into your other products and determine what to do and what not to do to succeed.

Tapping into a new market

It may be time to expand and reach a whole new market, be it geographically or an entirely new industry, this requires a plan and research to have any chance of succeeding.

A successful marketing audit will help you identify where you are now and what it will take to move into the new market.

Results are stagnant or dropping

You may already have a plan, a campaign and a team running it all, but times change and so should your campaigns.

Running a regular marketing audit will help you and your team identify what is causing a drop in results. It may be time for a new approach entirely.

Changes in your budget

Should you need to cut back on marketing spend or even push in a bit more, you’ll want to know where your money has been going, the results you are bringing in and the effort required to achieve those results.

An effective marketing audit can help you to make better decisions rather than using guesswork to plan your future marketing strategy.

How do Digital Marketing Audit Templates work?

The MO Digital Marketing Audit begins by evaluating your current marketing strategy and will determine your current position in the market.

It will identify possible gaps and potential opportunities, allowing you and your marketing team the chance to improve and develop strategies for better returns in the future.

Objectives of marketing audits

  • Understand your primary marketing objectives and goals
  • Identify possible gaps and opportunities
  • Identify potential risks and competitors
  • Assess your current market status
  • Develop a new and improved marketing strategy
  • Allocate funds more effectively
  • Identify potential new target markets
  • Identifying and exploring new marketing tactics and cost-cutting measures
  • Streamline all your marketing efforts

Conducting digital marketing audits

  1. Understanding the market
  2. Website Audit
  3. Content marketing audit
  4. Social media marketing audit
  5. Email marketing audit
  6. Lead quality audit

Understanding the market

Client Insights

At this stage, we investigate your digital marketing programme. We take a closer look at your website and its performance in terms of key technical metrics which affect your website’s ranking online.

We also drill down into your website and blog content, rating brand tone and content relevancy to see how you are positioned in the online market.

Competitor Insights

In this step, we look at your competitor set, understanding their business and their marketing efforts in comparison to yours.

We ask questions about their competitive advantage and analyse their service offering, audience and online response to their brand.

We also determine which marketing channels they are most active on, and which channels are proving to be most successful.

Using the data gleaned from this exercise, it becomes apparent where your strengths and weaknesses lie in your online marketing strategy, allowing your SMART marketing goals.

We can also identify the online threats to your businesses for us to fully develop a strategy based on growth opportunities with the associated tactics to quickly improve your digital marketing efforts.

Website audit

Is your website responsive and mobile optimised?

Being mobile responsive is more important than just having a good-looking website. You may not realise it, but by not having a responsive website, your business could actually be losing money.

With 80% of searches through mobile devices resulting in a purchase, having a website that is slow, difficult to navigate and hard to read will greatly diminish your return when sending traffic to your site - especially if you're directing traffic through your social media efforts.

According to Statista, there are more than 16 billion mobile devices worldwide. If your website is not mobile friendly, potential customers will simply move on to the next website.

This is one of the most overlooked elements in a digital marketing audit, but it's a key step to achieving your marketing goals.

Have you optimised your pages and site metadata for search engines?

The way we buy things has changed dramatically over the last few years, and even more so with the COVID-19 pandemic changing our normal patterns of life.

Imagine that just ten years ago if you wanted a new TV for your home, or a new machine for your business you generally bought it from your local store or a salesperson that cold-called you.

Today, a businesses' website does the preliminary part of the sales process. After the research phase, the prospect calls the potential suppliers having done all the initial evaluations and sales process upfront.

Good SEO gets your foot in the door at the start of the evaluation process. You can't afford to not be there when your client is looking for your products and services.

Have you tested your website speed/performance?

Page speed is a critical part of the user experience (UX) of a website, but one that is sometimes overlooked in a digital marketing audit. After all, it is essentially your website’s first impression.

Slow websites interrupt the user experience of your site and ultimately drive a high abandon rate which will affect your conversion rates, and thus your bottom line!

Here are three top tips for better page load speeds:

  1. Optimise images
    One of the primary causes of slow page load speeds is big, heavy images with huge file sizes. 

    After all, browsers need to download images every time the page loads. Try to use an image optimisation service - with my preferred option being TinyPNG.

  2. Reduce the number of plugins and scripts
    There is a plethora of plugins and scripts that can do anything from load social media accounts and feeds onto your site, to add visually effective animations. 

    While these plugins help the novice website administrator build a seemingly impressive website, they often require an array of CSS stylesheets and Javascript libraries.

    All of this adds considerable weight, and load time to your website. My solution is to place your faith in a professional digital agency with expertise in UI/UX and development, which will result in an optimally performing website.

  3. File compression

The greater the file size, the more there is for your browser to download and render, the longer it takes to load the page.

Think of file compression as zipping your website files, then serving them. This can compress your HTML and CSS files by up to 70%, drastically improving your website’s speed.

I’m sure you must be wondering how your website stacks up against the clock. Find out if your site is tortoise or hare by checking out Google Page Speed Insights. Simply paste your website’s URL into the box, and let Google Analytics do all the work.

Content marketing audit

What qualifies as content marketing?

The word content is often assumed to mean blog posts, which is a grave mistake for a marketer to make.

Content needs to be multi-media: Think infographics, videos, images, white papers, comparative tables and useful tools. Anything that will catch the eye of your target users is considered content.


How often you should share content online is different per industry and brand so finding what is right for your brand may be different to another’s.

What is the same for every brand though is relevancy. Is your brand covering all the topics and questions relevant to your industry? If you aren’t, someone else will, and they will be found for it.

Create content for your brand when and where it makes sense for your audience, not just for content’s sake.


Is your content easy to digest? Think about whether the content is well-researched and contains: sub-headings; bullet points; shorter sentences; and an engaging writing style - all of which improve the quality.

SEO used to be about ticking boxes. Search engines have gotten better and would rather serve relevant and well-structured content than just a box-ticking blog post.


There is no set number to strive for in your content but it is clear that long-form content does well for organic search.

That being said, short-form content has its place too, with attention spans shrinking by the minute, getting your message across quickly and concisely should be the focus.

In the end, your topic needs to determine how long your content is going to be. Just concentrate on creating the best content and let the rest follow from there.

Social media marketing audit

Evaluate your current social media campaigns

Many marketers have built their content rollout plans and follow them day to day without much intent and analysis.

It is important to analyse your efforts in various marketing channels regularly to understand how your content is being consumed and the size of the audience being reached.

There is no point in continuously creating content your audience doesn’t find helpful or engaging - that's why it's essential to keep an eye on your social media analytics. Marketing efforts will never be perfect, meaning there is always room for innovation and improvement.

Harness Inbound Marketing strategies

Social posts directing people to trackable landing pages (on a website, not the social media platforms themselves), which include forms asking for information are crucial for success, especially for a leads-driven company.

For this to succeed you need an offer. An offer usually comes in the form of a relevant ‘content asset’ that educates beyond the benefits your brand offers.

Adapt to trends on Social Media Platforms

Social media platforms evolve the way technology does - rapidly. So keeping up to date with all the changes in platforms and audience interaction and consumption on different social media channels is the only way your business can stay relevant and engaged. Keep this in mind for your social media audit.

Email marketing audit

Maintaining good email service health is essential for the continued use of your domain for your email marketing efforts and avoid that dreaded spam folder. There are a few key metrics to keep an eye on:

  • Bounce rate: percentage of emails sent which weren’t successfully delivered to the recipient
  • Open rate: percentage of recipients who opened the email
  • Click through rate: percentage of clicks on links in the email
  • Conversion rate: percentage of conversions on the website
  • Unsubscribe rate: percentage of recipients who opted out of your email lists

Monitor these metrics on a regular basis to understand how your audience is perceiving your emails. Are they finding them relevant and helpful?

Through this audit, you will identify the contacts that are engaged with your content and those that should be moved to other lists to receive other content they will find engaging.

You should never be sending out emails to your entire database and hoping it resonates with them all. Split your contacts up into lists based on the interactions you identify in the audit. Look into different subject lines, A/B test them to improve your open rates.

Lead quality audit

A smooth handover process between the marketing team and sales is required for a great experience by the customer with aids in their likelihood to be open to an upsell. Succeeding in this step begins with identifying when a lead is ready to be transferred to sales.

A marketing qualified lead has engaged with your company, either through your content or directly through your contact options and could become a customer if nurtured correctly.

A sales qualified lead is a prospective customer that is ready to talk to your sales team. These prospects are usually vetted by marketing through forms, automated and personalised emails and then handed over.

Through this process, your sales teams spend more time on the prospects that are more likely to convert.

Final Thoughts

If you are interested in getting a better handle on your marketing efforts and are looking for assistance in planning a market-relevant, digital-first approach, please feel free to book a 30-minute consultation with me so that we can start to unpack your objectives.

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