Unleash your measurement potential with our Strategic Scoping Audit
Navigate the complexities of digital marketing with a comprehensive, data-driven plan tailored to you.
Technical & Strategic Solutions
Problem Identification
Marketing + Data Solution
Mismanaged tools, ineffective strategies, and technical issues can hold business back & you might not even know it.
Before
- Visualizations that do not make sense
- Technical implementations that are not "done"
- Strategy team not know "where to look"
Our Strategic Audit is designed to join Marketing + Data + Action. We go deep into your tools and strategies, uncovering areas of improvement and creating a roadmap for your future success.
After
What does this look like?
Comprehensive Analysis
We dive into all your tools, from GA, GTM, CRM, to Ad platforms, pixels, CDP, etc.
Qualitative & Quantitative Approach
We assess both your direction (when you're going) and your data (ensuring server events are deduplicated).
Collaborative Process
We engaged your marketing and technology teams in detailed discussions to understand your current strategies, future plans, and past technical issues.
Actionable Plan
We deliver a comprehensive document highlighting the most significant technical problems and suggesting solutions that align with your future goals.
Timeline and process
Our Strategic Audit is a five-step process, with each step taking approximately one week to complete. This timeline ensures a thorough and detailed analysis without disrupting your ongoing operations.
Week 1: Access
We request view access to all your tools, including GA, GTM, CRM , Ad Platforms, pixels, CDP, etc.
Week 2: Strategy
Our team dives into your accounts, conducting a qualitative (where are you going) and quantitative (are server events being deduplicated) analysis.
We get on a strategy first call where we understand your "Ideal State" both technically & strategically.
The goal is to understand where you are going in the next 6 months & where you have been.
Week 3: Technical
We get call with your team to understand the current technical specifications of your site, crm, ad platforms, etc.
From this call our team puts together a current & future state
Week 4: How to & Roadmap
We have a 30 minute call with your technology team to understand past problems and future rollouts.
We deliver a comprehensive document that outlines the most significant technical problems and suggest solutions based on your future goals.
This 4-week process ensures that you walk away with a clear and actionable plan to execute, setting your business up for success.
Frequently asked question.
The Strategic Scoping Audit is perfect for businesses that feel swamped with data and are unsure about how to use it to their advantage.
You also are not 100% sure of the future & want to work with VisionLabs to build a scope.
It’s a great fit for those who want to move from feeling overwhelmed by data to making confident, informed decisions, all while taking a closer look at their current strategies and systems.
The Strategic Audit is a comprehensive journey, meticulously designed to transform your data strategy and drive your business forward. Here’s what the process entails:
- Tailored Consultation Calls:
- Marketing Deep Dives (x2): Together, we’ll dissect your current marketing strategies, questioning the effectiveness of your website’s user engagement, the impact of your content placement, and your utilization of customer touchpoints.
- Tech Team Insights (x2): We’ll delve into the technical aspects of your data, evaluating everything from your front-end measurement strategies to your back-end systems, all to ensure that your tools and strategies are perfectly aligned and driving your business forward.
- Comprehensive Audit Findings:
- Expect a document brimming with valuable insights gleaned from our deep-dive sessions, practical advice to fine-tune your measurement strategies, and a strategic roadmap. This roadmap is your guide from data overwhelm to a state of clarity, efficiency, and confidence in your data-driven decisions.
- Your Next Steps:
- Remember, data is only as valuable as the actions it prompts. Our audit is designed to do more than just highlight gaps; it’s here to empower your team, providing you with a clear plan that aligns every data point, tool, and strategy with your overarching business objectives.
The comprehensive document provided after the Audit includes:
- A detailed breakdown of key insights from our consultations.
- Actionable recommendations to enhance both your front-end and back-end measurement strategies.
- A roadmap to streamline your data processes, moving you from data overwhelm to swift, confident action.
To ensure a holistic and comprehensive audit, it is essential to involve members from both your marketing and technical teams. These individuals will play a crucial role in providing in-depth insights during the marketing deep dives and tech team discussions. Additionally, as we progress through the audit, there may be instances where we need to follow up with specific questions tailored to either the tech team or the marketing team to gather further details and ensure accuracy in our analysis and recommendations.
In the event that a technical issue is uncovered during our comprehensive audit, which delves into both front-end and back-end strategies, we will promptly bring it to your team’s attention so that immediate action can be taken. Our goal is not just to identify issues, but also to equip you with actionable recommendations and potential solutions. If we have specific suggestions on how to resolve the discovered issue, we will gladly share those with your team to facilitate a swift and effective resolution.
Upon completion of the Audit, your team will be equipped with a strategic plan, ensuring that every aspect of your data, tools, and strategies are aligned with your business objectives. While the initial audit provides a solid foundation and clear direction, the choice is yours on how to proceed: your team can take the reins and implement the findings independently, or you can opt for our expertise to manage and execute the implementation on your behalf. We can certainly discuss the most appropriate next steps and explore potential options for ongoing support or services.
Ensuring the confidentiality and security of your data is our top priority. To formalize this commitment, we will sign a Non-Disclosure Agreement before initiating the audit process. Additionally, if your team requires any other specific agreements or documentation to ensure data security, we are open to discussing and accommodating those needs to provide you with peace of mind and uphold the highest standards of data protection.
