Free template · For service businesses
Walk into 2027 with clarity, not guesswork.
You've been marketing — but without structure. Use our free Strategy Audit Template to see where your budget, activities and team really stand before the new year.
- ✓ 6 sections, about 45 minutes to complete
- ✓ Built for consultancies, clinics, firms and agencies
- ✓ Ready for your 2027 planning meeting
Sound familiar?
Marketing is happening. Structure isn't.
Budgets without a map
Money goes out every month, but nobody can say which shilling brought in which client.
Activity without direction
Posts, ads, events and newsletters happen — but they don't add up to a plan.
Teams working blind
Your marketing people are busy, yet unsure what success looks like or what to stop doing.
What's inside
Six areas that reveal your real position.
1. Goals & results
What were your top 3 business goals for 2026?
2. Customers
Who are your best clients today (industry, size, need)?
3. Budget
What did you spend on marketing in 2026, by channel?
4. Activities & channels
List every marketing activity you ran this year.
5. Team & tools
Who owns marketing decisions?
6. 2027 priorities
What must marketing deliver in 2027?
After the audit
Turn your answers into a 2027 plan — with us.
Consultation session
A focused session to go through your completed audit and find where growth is leaking.
Strategy formulation
Clear positioning, priority customers and channel choices built on evidence.
1-year marketing plan
A month-by-month 2027 plan with budget allocation, owners and measurable targets.