Unleash your business potential with our strategic audit

Navigate the complexities of digital marketing with a comprehensive, data-driven plan tailored to your business.

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.
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.

What does this look like?

Comprehensive Analysis

We dive into all your tools, from GA, GTM, CRM, to Ad platforms, pixels, CDP, etc.

Wholistic Systems
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.

JJ & the Vision Labs team have been an incredible resource for our small team! Setting up our GA4 instance was a breeze and they're constantly asking the right questions and making adjustments to our reporting to make our data analysis processes smooth sailing. This team is super knowledgeable in an area where not a lot of people know what they're doing. GA4 switched up a lot of stuff on us and Vision Labs made it an easy transition.
Bridget Poetker
Bridget Poetker
Director of Growth
Vision Labs helped my team transition from UA to GA4 smoothly. They were knowledgeable, created a custom plan, and were always available to answer questions. They had deep expertise in all things Google Analytics including how different teams would use the site and deep technical knowledge of SQL queries, I would highly recommend them.
Mike Jaron
Michael Jaron
Head of Data
We’ve recommended JJ and the Vision Labs team numerous times and they’ve always managed to continually impress. Time and time again, they’ve proven their ability to work with clients to collect the right data, organize it in a way that tells a natural story, and display that data in reports that are both easy to read and highly actionable. If your organization is ready to turn “information” into actions that build revenue and results, then you’ve found your measurement experts…
Chris "Mercer"
Chris "Mercer"
Co-Founder | MeasurementMarketin.io
They have been incredibly attentive and detailed from the start. Our sales have more than doubled in less than 18 months. I know that every cent I spend on marketing is being accounted for. We can maximize our marketing dollars in the areas where we achieve the highest ROI.
Darla Torkelsen
Darla Torkelsen
CEO | SpeechTherapyPD.com

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:

We request view access to all your tools, including GA, GTM, CRM , Ad Platforms, pixels, CDP, etc.

Week 2:

Our team dives into your accounts, conducting a qualitative (where are you going) and quantitative (are server events being deduplicated) analysis.

Week 3:

We schedule a 1-hour call with your marketing teams to understand your current marketing activities and your plans for the next 6 months.

Week 4:

We have a 1-hour call with your technology team to understand past problems and future rollouts.

Week 5:

We deliver a comprehensive document that outlines the most significant technical problems and suggest solutions based on your future goals.

This five-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 Audit is perfect for businesses that feel swamped with data and are unsure about how to use it to their advantage. 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:

  1. 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.
  2. 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.
  3. 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:

  1. A detailed breakdown of key insights from our consultations.
  2. Actionable recommendations to enhance both your front-end and back-end measurement strategies.
  3. 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.

Ready to take your team's digital marketing skills to the next level? Enroll in our 8-Week Team Training Program today and start seeing the difference!