The Digital Marketing Audit 
8 Steps to Defining Growth and Improvement 
Priorities For Small Businesses 
Excerpted from 
The Small Business Digital 
Marketing Playbook: How to 
Attract and Retain The Next 
Generation Customer 
By Walter Lis
The Digital Marketing Audit 
1. Set Goals and Objectives 
www.walterlis.com 
• Awareness 
• Acquisition 
• Activation 
• Retention 
• Referral 
• Revenue 
• Community
The Digital Marketing Audit 
2. Define Your Ideal Customers 
• Job titles or functions 
• Industry or SIC codes 
• Geographic location 
• Company size 
• Other demographic, ethnic or behavioral 
descriptions 
www.walterlis.com
The Digital Marketing Audit 
3. Define Your Product or Service 
• Benefits, pricing and distribution methods 
• Competitive strengths or weaknesses 
• Economic, legal, social, technical, seasonal or 
governmental factors 
• Current product and industry awareness 
• Sales or market share history 
www.walterlis.com
The Digital Marketing Audit 
4. Review Your Marketing Efforts 
• Exactly what tactics have you tried? 
• What’s worked and what hasn’t? 
• What advertising, promotional or PR tactics have 
you tried? 
• Do you attend or exhibit at particular trade 
shows, special events, seminars? 
• Have you used market databases or tracking 
systems to target customers? 
• What have you not tried but have considered? 
www.walterlis.com
The Digital Marketing Audit 
5. Identify Competitors 
• Describe their products/services 
• Who ranks at the top for certain keywords? 
• What kind of social media presence? 
• How much authority do they have? 
• What does their backlink profile look like? 
• Do they have any link magnets that are 
attracting an audience? 
www.walterlis.com
The Digital Marketing Audit 
6. Review Your Digital Campaigns 
• Your organic footprint for branded and 
category/industry keywords 
• Your email marketing program performance – 
lead nurturing 
• Your social media presence - effective reach 
per channel, potential audience size 
• Paid advertising campaigns performance 
www.walterlis.com
The Digital Marketing Audit 
7. Analyze Your Digital Architecture 
• Website usability, accessibility 
• Social media management 
• Organization content development 
• Link and lead magnet development 
• Optimization strategy and process 
• Online/off-line marketing integration 
www.walterlis.com
The Digital Marketing Audit 
8. Measure Success 
• Define objectives and metrics 
• Organizational data collection/dashboard 
• Goal tracking 
• Reporting protocols 
• Organizational engagement program 
www.walterlis.com
The Small Business Digital Marketing Playbook 
How to Attract and Retain The Next Generation Customer 
or visit walterlis.com

The Digital Marketing Audit - 8 Steps to Defining Growth and Improvement Priorities For Small Businesses

  • 1.
    The Digital MarketingAudit 8 Steps to Defining Growth and Improvement Priorities For Small Businesses Excerpted from The Small Business Digital Marketing Playbook: How to Attract and Retain The Next Generation Customer By Walter Lis
  • 2.
    The Digital MarketingAudit 1. Set Goals and Objectives www.walterlis.com • Awareness • Acquisition • Activation • Retention • Referral • Revenue • Community
  • 3.
    The Digital MarketingAudit 2. Define Your Ideal Customers • Job titles or functions • Industry or SIC codes • Geographic location • Company size • Other demographic, ethnic or behavioral descriptions www.walterlis.com
  • 4.
    The Digital MarketingAudit 3. Define Your Product or Service • Benefits, pricing and distribution methods • Competitive strengths or weaknesses • Economic, legal, social, technical, seasonal or governmental factors • Current product and industry awareness • Sales or market share history www.walterlis.com
  • 5.
    The Digital MarketingAudit 4. Review Your Marketing Efforts • Exactly what tactics have you tried? • What’s worked and what hasn’t? • What advertising, promotional or PR tactics have you tried? • Do you attend or exhibit at particular trade shows, special events, seminars? • Have you used market databases or tracking systems to target customers? • What have you not tried but have considered? www.walterlis.com
  • 6.
    The Digital MarketingAudit 5. Identify Competitors • Describe their products/services • Who ranks at the top for certain keywords? • What kind of social media presence? • How much authority do they have? • What does their backlink profile look like? • Do they have any link magnets that are attracting an audience? www.walterlis.com
  • 7.
    The Digital MarketingAudit 6. Review Your Digital Campaigns • Your organic footprint for branded and category/industry keywords • Your email marketing program performance – lead nurturing • Your social media presence - effective reach per channel, potential audience size • Paid advertising campaigns performance www.walterlis.com
  • 8.
    The Digital MarketingAudit 7. Analyze Your Digital Architecture • Website usability, accessibility • Social media management • Organization content development • Link and lead magnet development • Optimization strategy and process • Online/off-line marketing integration www.walterlis.com
  • 9.
    The Digital MarketingAudit 8. Measure Success • Define objectives and metrics • Organizational data collection/dashboard • Goal tracking • Reporting protocols • Organizational engagement program www.walterlis.com
  • 10.
    The Small BusinessDigital Marketing Playbook How to Attract and Retain The Next Generation Customer or visit walterlis.com