Free Marketing Audit Workbook

Find the gap in your marketing before you spend more trying to fix it.

Your marketing can look busy and still have gaps.

The Small Business Marketing Audit Workbook helps you assess how your positioning, messaging, website, content, lead generation and customer journey are working together, so you can identify what needs your attention first.

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The Small Business Marketing Audit Workbook mockup
The Problem

Your marketing may not be broken. It may be disconnected.

Most small businesses aren't struggling because they're doing nothing.

They're posting. They're updating the website. They're sending emails. They're trying ads. They're creating offers.

The problem is that those pieces don't always work together.

You might be generating attention without capturing leads. Getting website traffic without conversions. Creating content without a clear next step. Collecting enquiries without enough nurture or follow-up.

When you don't know where the gap is, the natural reaction is to keep adding more marketing.

More isn't always the answer. Clarity is.

What You'll Audit

Take a look at your marketing as a complete system.

The workbook walks you through the areas that influence whether someone discovers your business, understands your value, trusts you, and ultimately takes action.

Brand Positioning

Is it immediately clear who you serve, what you do, and why someone should choose you?

Messaging

Does your marketing clearly communicate the customer's problem, desired outcome, and next step?

Website Conversion

Is your website simply informative, or is it actively helping visitors move towards a decision?

Social Media

Is your content building visibility, authority, trust, and action?

Content Strategy

Are you creating content for every stage of the customer journey, or mainly generating awareness?

Lead Generation

Do interested prospects have a clear and valuable next step?

Trust & Proof

Are you giving people enough evidence and reassurance to confidently choose your business?

Customer Journey

What happens between someone discovering you and eventually becoming a customer?

The Outcome

Don't just find the problems. Decide what to do next.

By the end of the workbook, you'll have:

  • A clearer picture of what's already working
  • Your biggest marketing bottleneck
  • The areas that are weakening your customer journey
  • A shortlist of quick wins
  • Your strategic priorities
  • A focused 30-day marketing action plan
The goal isn't to make your marketing look perfect. It's to find the gaps worth fixing.
Workbook page preview: Your Marketing Bottleneck Diagnosis Workbook page preview: Prioritise Your Quick Wins Workbook page preview: Your 30-Day Marketing Action Plan
Who It's For

Built for businesses that are already marketing, but know it could be working harder.

This workbook is particularly useful if:

You're actively marketing your business but results feel inconsistent
You're unsure which channel or problem deserves your attention first
Your marketing feels scattered across several platforms
You're generating visibility but not enough enquiries or sales
You know something isn't working, but you're not sure what
You're planning to invest more into marketing and want clarity before you do

This isn't about adding another tactic to your to-do list. It's about understanding the system you already have.

A Closer Look

A practical workbook. Not another 40-page marketing ebook you'll never finish.

Work through the audit at your own pace, score each area honestly, and use your findings to decide what deserves attention now, what can wait, and where your biggest opportunities are.

The Small Business Marketing Audit Workbook, cover and interior pages
Abigail McLeod, Founder of Image Digital
Why We Created It

Why we created it.

At Image Digital, we help ambitious businesses turn scattered marketing activity into thoughtful, connected systems designed for meaningful growth.

We created this workbook because one of the most common problems we see isn't a lack of marketing.

It's businesses investing time and money into individual tactics without understanding how those tactics connect across the wider customer journey.

The audit is designed to help you step back, see the bigger picture, and make smarter decisions about what comes next.

Abigail McLeod
Founder & Marketing + PR Director
Image Digital

Ready to find your biggest marketing gap?

Audit what you have, identify what needs fixing, and leave with a clearer plan for what to do next.