Ask How do you send a marketing audit to a client in a simple format?

[Newman]

A marketing audit is basically a review of how well a client's marketing is working, and presenting it clearly matters just as much as the findings. Most marketers use Google Slides or a simple PDF because clients do not always want to read long documents. You break it into sections like website, social media, ads, and email, then give a short summary for each one. Loom also works well here because you can record yourself walking through it, which feels more personal than sending a static file. How do you send a marketing audit to a client in a simple format?

 

[Luna Logics]

The simplest way is to keep it lightweight and action-focused, usually in a short Google Slides or PDF with clear sections like website, SEO, ads, social media, and email. Each section should only highlight key findings, not everything just what's working, what's not, and what needs fixing. Adding a quick Loom walkthrough also helps because it makes the audit easier to understand without reading a long report. Prioritizing recommendations by impact and effort makes it even more useful, so the client immediately knows what to do first instead of feeling overwhelmed.

 

[Mandela]

I like to keep marketing audits as simple as possible. I usually create a short PDF with sections for the website, social media, email marketing, and advertising. For each section, I highlight what is working, what needs improvement, and a few practical recommendations. Clients are usually more interested in clear action steps than long explanations, so I try to keep everything concise and easy to understand.

 

[Anthony Joshua]

My preferred method is using a slide presentation because it is easy to follow and does not overwhelm the client with too much information. I start with a summary page showing the biggest findings, then I break down each marketing channel separately. At the end, I include a priority list so the client knows exactly which issues should be addressed first and which can wait.