The 360ROI Marketing Audit Engagement
A structured, executive-grade review of your entire marketing program, built for founders and CEOs who need a credible picture of where marketing stands before deciding what comes next.
Not sure whether an audit or a broader engagement is the right fit? Take the qualification path →
The 360ROI Marketing Audit Engagement is a paid, fixed-scope review of an entire marketing program across six domains: channel performance, brand and messaging, website and conversion architecture, analytics and measurement, competitive landscape, and strategic alignment. The deliverable is a written audit report with domain-level findings prioritized by impact, an executive summary, a 30-day action plan, and a verbal walkthrough session conducted directly by Jaron Mossman. The engagement is the most common entry point to an ongoing Fractional CMO retainer.
Before any strategy can be built, you need an honest picture of where your marketing program stands today. Not a surface-level scan of channel metrics. A domain-by-domain assessment that tells you what is working, what is not, and where the highest-impact opportunities are.
The 360ROI Marketing Audit Engagement is that picture. It is a paid, structured engagement conducted directly by Jaron Mossman across six domains of your marketing program. The output is an executive-grade written report with prioritized findings and a 30-day action plan that is specific enough to act on immediately.
Many businesses use the audit as a standalone deliverable. Others use it as the foundation for an ongoing Fractional CMO retainer. Both are valid uses of the same output, and the engagement is designed to serve either path.
Start the Audit Conversation →What Does the Audit Cover?
The audit is organized across six domains. Each domain produces specific findings. Each finding is prioritized by potential impact so the highest-priority opportunities are visible at the top of the report, not buried at page 40.
Channel Performance
Every active marketing channel gets assessed against its contribution to business outcomes: paid search, paid social, organic search, email, and content. Where is budget producing a strong return and where is it underperforming relative to the spend it receives? Where are the gaps between what channels are capable of producing and what they are currently delivering?
Brand and Messaging
Does the positioning resonate with the buyers you are actually trying to reach? Is the messaging consistent across channels and touchpoints, or has it drifted as different vendors, platforms, and campaigns accumulated over time? This domain surfaces the gap between the brand you are building and the brand the market currently sees.
Website and Conversion Architecture
Is the site converting at the rate it should for the traffic it is receiving? Are the right conversion actions in the right places, structured around the intent of the visitors arriving? This domain assesses the full conversion path from entry point to lead or sale, including landing page alignment with paid and organic traffic.
Analytics and Measurement
Can you connect marketing spend to a revenue outcome? Most growing businesses have analytics infrastructure that measures activity rather than results. This domain identifies the gap between what is being tracked and what needs to be measured to make confident strategic decisions. Data hygiene, attribution accuracy, and KPI framing all get evaluated.
Competitive Landscape
Where do competitors have a visible advantage in search, paid media, content, or positioning? Where is there a gap in the market that your brand is positioned to fill? The audit identifies both, with specific attention to the channels where competitive position affects your ability to acquire customers at scale.
Strategic Alignment
Is the current marketing roadmap connected to your actual business goals? Is the channel mix appropriate for the growth stage the company is in, and for the revenue targets the business is building toward? This domain answers the question most audits miss entirely: is the plan the right plan?
What Do You Receive?
The deliverables from the Marketing Audit Engagement are structured for decision-making, not documentation.
Written audit report. Domain-by-domain findings organized and prioritized by impact. The report is written for a founder or CEO to read directly. The highest-impact opportunity appears first. The format does not require marketing expertise to interpret.
Executive summary. A concise synthesis designed for leadership review, investor conversations, or board presentation. If you need to communicate the state of your marketing program to an external audience, the executive summary is the starting point.
30-day action plan. Specific, sequenced recommendations with clear ownership. Concrete enough to act on in the first week, not abstract enough to require a separate planning session to interpret. The action plan is the bridge between the audit findings and the work that actually changes.
Verbal walkthrough session with Jaron. A direct review of the findings, structured to answer questions, clarify priorities, and confirm which recommendations to act on first. This session is not a presentation. It is a working conversation between you and the executive who conducted the audit.
The scope is fixed. The timeline is defined before the engagement begins. There are no open phases that expand without clear agreement.
Who Is This Engagement Built For?
The Marketing Audit Engagement fits a specific profile, and being honest about that profile is more useful than claiming it works for everyone.
The right client is a founder or CEO of a business with an active marketing program, typically running two or more channels concurrently, who has a sense that the program is underperforming relative to the spend and effort going into it but no clear diagnosis of where the problem is. The budget range where the audit produces the most impact is $5,000 to $75,000 in monthly marketing spend. Below that range, the findings may outpace the business's current capacity to act on them. Above it, the audit is often the precursor to a broader Fractional CMO engagement rather than a standalone.
The audit also fits specific business moments well: preparing for a funding round where marketing performance will be scrutinized, evaluating an existing agency relationship against an objective standard, planning a product launch or market expansion, and onboarding new executive leadership who needs a clear baseline before making strategic commitments.
If you are not sure whether an audit or a broader Strategy Engagement is the right starting point, the qualification path walks through the specific signals that point to each direction.
Get the Free Marketing Audit →Why an Audit Before Anything Else?
Any strategic marketing engagement that starts with execution before completing a diagnostic assessment is making decisions against assumptions rather than evidence. The audit is the mechanism that replaces assumption with an honest picture of the current state.
A well-structured audit does two things that strategic planning alone cannot do. First, it validates the channels and programs that deserve continued investment so budget does not get reallocated away from what is actually working. Second, it identifies the constraints that would limit any strategy built on the current foundation, before that strategy is built. Discovering those constraints after a new plan has been deployed is a significantly more expensive way to learn.
Many clients who engage 360ROI for an ongoing Fractional CMO retainer start with a Marketing Audit Engagement because the retainer work is measurably more productive when it builds from a verified baseline rather than from a first-impression assessment. The audit is also a credible way to evaluate the working relationship before committing to ongoing strategic leadership. The deliverable stands on its own regardless of what comes next.
What Makes This Audit Different?
The 360ROI Marketing Audit Engagement is not a checklist-based review generated by a tool. It is original analytical work conducted by Jaron Mossman directly, informed by over 23 years of managing marketing programs across medical aesthetics, B2B manufacturing, nonprofit, and e-commerce verticals, including managing multimillion-dollar advertising accounts at Google.
The differentiators are structural, not stylistic.
You work directly with the principal. The analysis, the findings, and the recommendations come from Jaron, not from a junior analyst working off a standardized template. The verbal walkthrough is a conversation with the person who conducted the review, which means questions get answered with the depth of the actual analysis behind them rather than a read-back of the written report.
The intelligence infrastructure is active during the engagement. The 360ROI proprietary research and monitoring system updates on biweekly cycles, tracking platform algorithm changes, competitive shifts, and emerging trends across the channels relevant to your program. Audit findings reflect current platform conditions, not the state of the market from the last conference or industry newsletter.
The audit connects to the broader FCMO framework. The six domains reviewed in the audit map directly to the standing responsibilities of an ongoing Fractional CMO engagement. If the audit surfaces enough to justify a retainer, the transition is designed to be direct rather than requiring a second discovery period.
The deliverable is written for a CEO, not a marketing team. Findings are framed in terms of business impact and prioritized by revenue relevance. You should not need a marketing background to read the report and understand what to do next.
See how an ongoing Fractional CMO retainer is structured →
From Audit to Ongoing Engagement
The Marketing Audit Engagement is the most common entry point to an ongoing Fractional CMO retainer at 360ROI, and the connection between them is direct by design.
The audit produces a clear picture of the marketing program's current state and a prioritized action plan for what to address first. An ongoing Fractional CMO retainer picks up exactly where that action plan leaves off: owning the strategy, managing the execution layer, holding vendors accountable, and reporting marketing performance back to leadership in terms the business cares about.
Clients who move from a Marketing Audit Engagement to an ongoing retainer skip the diagnostic period that typically consumes the first 30 to 60 days of an FCMO engagement. The audit findings serve as the engagement baseline, which means strategic work begins at a faster pace and with verified data behind it rather than first impressions.
Not every audit becomes a retainer, and that is the expected outcome. Some clients take the deliverables and implement independently. Some use the audit findings to manage their existing agencies more effectively. The engagement produces value regardless of what follows it.
If you are evaluating whether ongoing Fractional CMO support belongs in your business's next 12 months, the paid Strategy Engagement is the appropriate prior step to the retainer. If you need a diagnostic baseline first, the Marketing Audit Engagement is the right starting point. The two paths are different answers to different questions, and the qualification path helps identify which applies to your situation.
Frequently Asked Questions
The Marketing Audit Engagement, Answered
What is the 360ROI Marketing Audit Engagement?
The 360ROI Marketing Audit Engagement is a paid, fixed-scope review of your entire marketing program across six domains: channel performance, brand and messaging, website and conversion architecture, analytics and measurement, competitive landscape, and strategic alignment. The deliverable is a written audit report with findings prioritized by impact, an executive summary, a 30-day action plan, and a verbal walkthrough session with Jaron Mossman. The engagement is the most common entry point to an ongoing Fractional CMO retainer.
How is the Marketing Audit Engagement different from the free marketing audit?
The free marketing audit is a high-level surface scan designed to identify the most visible gaps in a marketing program and determine whether a deeper engagement is warranted. The Marketing Audit Engagement is the paid, full-scope work: a domain-by-domain assessment that produces an executive-grade written report, an executive summary, a 30-day action plan, and a direct walkthrough session. The free audit is a starting point. The paid engagement is the complete diagnostic.
Who conducts the audit?
Jaron Mossman conducts the audit directly. The analysis, findings, and recommendations are his work, informed by over 23 years of managing marketing programs across multiple verticals and a background managing multimillion-dollar advertising accounts at Google. There is no junior analyst layer and no automated tool generating the report.
How long does the Marketing Audit Engagement take?
For most active marketing programs with two to four channels, the engagement takes two to three weeks from kickoff to delivered report, including the verbal walkthrough session. Programs with more complexity (larger content libraries, multiple agency relationships, several concurrent paid channels) may take slightly longer. Scope and timeline are confirmed before the engagement begins.
What happens after the audit is complete?
The deliverables are designed to be actionable regardless of what follows. Some clients implement the 30-day action plan independently or use the findings to manage their current agency relationships more effectively. Others use the audit as the foundation for an ongoing Fractional CMO retainer. The decision is yours. If moving to a retainer is the right next step, the audit baseline accelerates the ramp-up period significantly because the diagnostic work is already complete.
Is the audit a fixed price or does it vary?
The engagement is fixed in scope and structured as a retainer engagement. Pricing is calibrated to the complexity of your current marketing program and confirmed before work begins. There is no open-ended billing or scope that expands without your agreement. Contact us to discuss pricing for your specific situation.
What if the audit reveals that my current marketing program is in worse shape than expected?
That is the most valuable outcome of the audit, not a problem. Discovering that a program has structural gaps before those gaps compound further is exactly what the diagnostic is designed to surface. The 30-day action plan is built around the actual findings, not around an idealized baseline. If the findings are significant, we discuss the right path forward directly in the walkthrough session.
Does the Marketing Audit Engagement require me to sign up for an ongoing retainer?
No. The Marketing Audit Engagement is a standalone engagement. The deliverables are yours regardless of what comes next. If the findings support an ongoing Fractional CMO retainer and the working relationship is a good fit, we discuss that option during or after the walkthrough session. There is no obligation, and the audit produces value independent of any continuing engagement.
Get a credible picture of where your marketing stands.
Most founders who request a Marketing Audit Engagement already know that something in their marketing program is off. The question is whether the problem is in the channels, the measurement, the messaging, the strategy, or all of the above. The audit gives you that answer with the specificity and business-outcome framing to act on it. The first step is a brief conversation to confirm scope and timeline.
Start the Audit Conversation →Already familiar with the Fractional CMO model and want to see whether an ongoing engagement is the right fit? Take the qualification path, or email jaron@360roi.co directly.