Digital Audit Report
A Clear Digital Audit of Your Website, Booking, Email & Social Systems — Without Guesswork or Pressure
Receive a short, personalized video walkthrough of your digital ecosystem, recorded by a Fractional CMO who supports professional firms and B2B service providers focused on credibility, clarity, and conversion.
Delivered within 24–48 business hour. Built for professional firms and B2B service providers.
Who This Digital Audit Is For
This Digital Audit is designed for:
Professional Practices, such as law firms, insurance brokers, and other professional practices
B2B creatives, consultants, and Service Providers, including:
Photographers and videographers
Creative studios
Consultants and advisors
Marketing and brand professionals
Businesses without a dedicated in-house marketing team
Businesses relying on referrals, reputation, or word-of-mouth
Businesses are unsure how inquiries are being captured, routed, or followed up
Businesses that value professionalism, trust, and clear systems
If your business is established but your digital systems feel unclear or disconnected, this audit is for you.
What This Digital Audit Is Not
To set expectations clearly, this audit is not:
A full marketing strategy
A compliance or legal review
A technical rebuild or implementation
A generic automated report
A sales pitch disguised as value
It’s a high-level diagnostic — designed to create clarity and inform smarter decisions.
The Problem This Audit Addresses
Most professional and B2B service businesses don’t struggle because of poor service.
They struggle because their digital systems don’t work together.
Common issues we see:
Websites that don’t clearly guide next steps
Booking links that exist, but aren’t trusted or used
Email platforms set up, but underutilized or disconnected
Social media profiles that don’t align with services or messaging
Inquiries coming in — without clear visibility or follow-up
Different industries, same friction points.
This Digital Audit is designed to surface those gaps quickly and clearly. Ready to take the first step? Fill out our Digital Audit Form, and let’s dive into streamlining your business.
What’s Included in the COMPLIMENTARY Digital Audit?
Website & First Impression Review
1
Clarity of services and audience
Professional credibility and trust signals
Ease of navigation and contact
Whether an email platform is connected
How inquiries are acknowledged or followed up
Gaps in onboarding or client communication
2
Email Marketing Integration
Booking links (Calendly, Acuity, etc.)
How inquiries are guided or left open-ended
Friction points between interest and conversation
3
Booking & Intake Flow
Profile consistency and professionalism
Alignment between social platforms and website
Whether social channels support inquiries or create confusion
4
Social Media Integration
What’s working
What’s missing
What’s worth addressing first
5
Priority Observations
How the Process Works
Submit Digital Audit Request
Share your website and a few details about your current setup.
Your website, booking flow, email integration, and social presence are reviewed using professional tools and human insight.
Digital Systems Review
You Receive Your Video
A personalized Loom video is delivered directly to your inbox.
Optional Next Step
If useful, we can review the findings together and outline deeper analysis or implementation support.
Why This Matters for Professional & B2B Businesses
For businesses built on expertise and trust, your digital presence should:
Make it easy to inquire
Feel professional and intentional
Support your team instead of creating more work
Reflect the quality of your services
This Digital Audit often serves as the starting point for alignment among your systems, messaging, and growth goals.
Ready to take the first step? You can fill out our Digital Audit Form, and let’s dive into streamlining your business.
