Is Your SaaS Marketing Working? Take This Audit to Find Out in 90 Minutes
- Narrative Ops
- Apr 5
- 16 min read
You're spending $15,000 per month on marketing.
Is it working?
Most SaaS founders can't answer confidently. They know some metrics:
Website traffic is up 20% this quarter
Email list grew by 500 subscribers
Demo requests are coming in
But they don't know:
Which channels actually drive revenue (not just leads)
Where marketing budget is being wasted
What to fix first to get the biggest impact
The cost of not knowing:
Wasting thousands on channels that don't convert
Missing obvious 20%+ improvements
Can't make data-driven decisions about budget allocation
Flying blind while competitors optimize and scale
What you'll get from this audit:
A 90-minute self-diagnostic framework (no consultant needed)
50 questions across 7 critical marketing areas
Scoring system to identify your biggest problems
Prioritized action plan based on your actual scores
By the time you finish this audit, you'll know exactly what's working, what's broken, and what to fix first.
How This Audit Works
The Framework:
7 sections covering every aspect of SaaS marketing. Each section has 5-10 diagnostic questions scored 0-10.
The 7 Marketing Areas:
Traffic & Awareness - Are you reaching the right people?
Conversion & Lead Generation - Are visitors converting to leads?
Lead Quality & Qualification - Are leads worth sales' time?
Sales Enablement - Can sales actually close the leads?
Customer Success & Retention - Are customers staying and growing?
Analytics & Tracking - Do you know what's working?
Channel Performance - Are your channels efficient?
Scoring System:
Each question scored 0-10:
10: Best-in-class performance
7: Good performance
5: Needs improvement
2: Poor performance
0: Critical problem or not tracking
Section scores:
90-100%: Excellent (best-in-class)
70-89%: Good (above average, minor improvements)
50-69%: Needs Work (significant gaps)
<50%: Critical (broken, immediate attention required)
What You'll Need:
Access to Google Analytics (last 90 days)
Access to your CRM (if you have one)
Notepad or spreadsheet for scoring
90 minutes of uninterrupted time
Pro tip: Go through this quickly on first pass. Don't overthink. Your gut reaction is usually accurate.
Section 1: Traffic & Awareness Audit
Goal: Assess if you're reaching the right audience in sufficient volume
Time: 12 minutes
Question 1.1: Do you know your monthly ICP visitor count?
Not total traffic. Traffic from your Ideal Customer Profile.
Scoring:
10: Track ICP visitors separately, know the exact number
5: Track total visitors but can't separate ICP
0: Don't track visitor metrics at all
Why it matters: Total traffic is a vanity metric. Only ICP traffic predicts pipeline.
How to check: Google Analytics → Audience → Company size/industry filters (if available), or review traffic from targeted campaigns only.
Your score: ___/10
Question 1.2: Is your traffic growing month-over-month?
Scoring:
10: Growing >10% MoM consistently (3+ months)
7: Growing 5-10% MoM
5: Flat (±3%)
2: Declining
0: Don't know or don't track
Benchmark: Good SaaS companies grow qualified traffic 5-15% monthly through compounding content and paid efforts.
Your score: ___/10
Question 1.3: Do you have 3+ meaningful traffic sources?
Single-source dependency is fragile.
Scoring:
10: 4+ significant sources (each >15% of total traffic)
7: 3 sources contributing meaningfully
5: 2 sources (risky - one algorithm change hurts)
2: 1 dominant source (very risky)
0: Don't know your traffic sources
Why it matters: Algorithm changes, budget cuts, or platform issues can kill growth if you're dependent on one channel.
Your score: ___/10
Question 1.4: Is your bounce rate <70%?
High bounce rate means visitors don't find what they expected.
Scoring:
10: <50% average bounce rate
7: 50-60%
5: 60-70%
2: >70%
0: Don't track
How to check: Google Analytics → Behavior → Site Content → All Pages
Your score: ___/10
Question 1.5: Are you publishing content consistently?
Scoring:
10: 4+ pieces per month (blog, video, etc.)
7: 2-3 pieces per month
5: 1 piece per month
2: Sporadic (some months nothing)
0: No regular content production
Why it matters: Consistent content compounds. One month off doesn't hurt. Six months off kills momentum.
Your score: ___/10
Section 1 Total: ___/50
Interpretation:
40-50: Excellent traffic and awareness strategy
30-39: Good foundation, minor optimizations needed
20-29: Traffic exists but significant improvement needed
<20: Critical awareness problem - top priority to fix
Section 2: Conversion & Lead Generation Audit
Goal: Assess how effectively you convert visitors into leads
Time: 15 minutes
Question 2.1: What's your visitor-to-lead conversion rate?
Scoring:
10: >5% overall site conversion
7: 3-5%
5: 2-3%
2: <2%
0: Don't know or don't track
How to calculate: (Total leads generated / Total website visitors) × 100
Benchmark: 2-5% is standard for B2B SaaS. <2% indicates broken conversion paths.
Your score: ___/10
Question 2.2: Do you have lead magnets beyond newsletter signup?
Scoring:
10: Multiple lead magnets (templates, calculators, guides, tools)
7: 1-2 solid lead magnets
5: Only newsletter signup
2: Only demo request form (no top-of-funnel capture)
0: No lead capture mechanisms
Why it matters: Not everyone is ready for a demo. Lead magnets capture early-stage interest.
Your score: ___/10
Question 2.3: How many fields are in your primary lead capture form?
Every extra field kills conversion.
Scoring:
10: 3-4 fields (email, name, company, role)
7: 5 fields
5: 6-7 fields
2: 8+ fields
0: Don't have a lead form or >10 fields
Rule of thumb: Every additional field beyond 4 reduces conversion by 10-20%.
Your score: ___/10
Question 2.4: Do your dedicated landing pages convert >5%?
Scoring:
10: >10% conversion rate
7: 7-10%
5: 5-7%
2: 3-5%
0: <3% or don't have landing pages or don't track
How to check: Google Analytics → Behavior → Landing Pages → Conversions
Benchmark: Dedicated landing pages should convert 5-15% for paid traffic, 3-8% for organic.
Your score: ___/10
Question 2.5: Is there social proof on key conversion pages?
Testimonials, logos, reviews, case studies.
Scoring:
10: Customer logos + testimonials + case studies on all key pages
7: Social proof on most key pages
5: Social proof only on homepage
2: Minimal or generic social proof
0: No social proof anywhere
Your score: ___/10
Question 2.6: Do you A/B test landing pages or forms?
Scoring:
10: Regular, systematic testing (monthly)
7: Occasional tests (quarterly)
5: Tested 1-2 times total
2: Plan to test but haven't yet
0: No testing ever
Why it matters: Testing reveals 20-50% improvements you'd never guess.
Your score: ___/10
Question 2.7: Do you have exit-intent popups?
Capture visitors about to leave.
Scoring:
10: Yes, with relevant, valuable offers
5: Yes, with generic offer
2: Had one, removed it (likely poorly implemented)
0: No exit-intent capture
Expected impact: Recover 10-15% of bouncing visitors.
Your score: ___/10
Section 2 Total: ___/70
Interpretation:
60-70: Excellent conversion optimization
45-59: Good, continue testing and improving
30-44: Significant conversion leaks costing you revenue
<30: Critical - you're losing 80%+ of visitors unnecessarily
Section 3: Lead Quality & Qualification Audit
Goal: Assess whether you're generating qualified leads, not just volume
Time: 12 minutes
Question 3.1: What percentage of leads match your ICP?
Scoring:
10: >70% of leads match ICP criteria
7: 50-70% ICP match
5: 30-50% ICP match
2: <30% ICP match
0: Don't track or don't have defined ICP
How to check: Review your last 50 leads. Count how many match company size, industry, role, and pain point criteria.
Your score: ___/10
Question 3.2: Do you have a lead scoring system?
Scoring:
10: Automated lead scoring (behavioral signals + demographic fit)
7: Manual scoring process or basic automation
5: Basic qualifying questions in forms
2: Pass all leads to sales without qualification
0: No qualification whatsoever
Your score: ___/10
Question 3.3: What's your MQL → SQL conversion rate?
Marketing Qualified Lead → Sales Qualified Lead.
Scoring:
10: >40% conversion
7: 30-40%
5: 20-30%
2: <20%
0: Don't track or don't have MQL/SQL definitions
How to calculate: (SQLs created / MQLs generated) × 100
Benchmark: 25-40% is good for B2B SaaS. <20% means lead quality is poor.
Your score: ___/10
Question 3.4: How quickly do you respond to new leads?
Scoring:
10: <5 minutes (automated routing + alerts)
7: 5-30 minutes
5: 30-60 minutes
2: 1-4 hours
0: >4 hours or don't track
Impact: <5 min response = 80% contact rate. >30 min = 20% contact rate. >1 hour = 10%.
Your score: ___/10
Question 3.5: Do you have automated email nurture sequences?
Scoring:
10: Segmented nurture sequences by behavior and interest
7: Basic automated sequence (5+ emails)
5: 1-2 automated follow-up emails
2: Manual follow-up only
0: No nurture at all
Your score: ___/10
Question 3.6: Can you identify your highest-quality lead sources?
Scoring:
10: Track lead source AND lead quality/conversion by source
7: Track lead source and volume only
5: Can see some source data in CRM
2: Minimal or incomplete tracking
0: No lead source tracking
Why it matters: Not all leads are equal. Some sources generate 3x better leads than others.
Your score: ___/10
Section 3 Total: ___/60
Interpretation:
50-60: Excellent lead quality and qualification
35-49: Good qualification, minor improvements possible
20-34: Quality issues wasting sales team's time
<20: Critical - bad leads are killing sales productivity
Section 4: Sales Enablement Audit
Goal: Assess if sales has what they need to close deals
Time: 12 minutes
Question 4.1: What's your demo-to-close rate?
What percentage of demos become customers?
Scoring:
10: >30% close rate
7: 20-30%
5: 15-20%
2: 10-15%
0: <10% or don't track
Benchmark: 20-30% is good for B2B SaaS sales-assisted model.
Your score: ___/10
Question 4.2: Do you have customer case studies?
Scoring:
10: 5+ detailed case studies across different use cases/industries
7: 2-4 case studies
5: 1 case study
2: Testimonials but no full case studies
0: No case studies or testimonials
Your score: ___/10
Question 4.3: Do you have a champion enablement kit?
Materials your internal champion uses to sell you internally.
Scoring:
10: Complete kit (one-pager, ROI calculator, case study, comparison, presentation deck)
7: 3-4 of these materials
5: 1-2 materials
2: Sales creates materials ad-hoc per deal
0: No enablement materials
Why it matters: Your champion needs to sell you to their boss, finance, IT, legal. Give them the weapons.
Your score: ___/10
Question 4.4: What's your average sales cycle length?
Scoring:
10: At or below benchmark for your segment
7: 10-20% longer than benchmark
5: 20-40% longer than benchmark
2: >40% longer than benchmark
0: Don't track
Benchmarks: SMB <60 days, Mid-market <90 days, Enterprise <180 days
Your score: ___/10
Question 4.5: Do you track and optimize demo no-show rate?
Scoring:
10: Track it and no-show rate is <25%
7: Track it and it's 25-35%
5: Track it and it's >35%
2: Don't track but suspect it's high
0: Don't track at all
Impact: Every no-show is a wasted opportunity. Should send 2-3 reminder emails.
Your score: ___/10
Question 4.6: Does your sales team multi-thread deals?
Engaging 3+ stakeholders per deal.
Scoring:
10: Systematically engage 3+ stakeholders (tracked in CRM)
7: Sometimes multi-thread
5: Mostly single-threaded (one contact per account)
2: Always single-threaded
0: Don't know what multi-threading means
Why it matters: Multi-threaded deals close 50-70% more often and faster.
Your score: ___/10
Section 4 Total: ___/60
Interpretation:
50-60: Sales is well-equipped to close
35-49: Sales has basics, room for improvement
20-34: Sales struggling with inadequate enablement
<20: Critical - sales can't close effectively
Section 5: Customer Success & Retention Audit
Goal: Assess retention, expansion, and customer health
Time: 12 minutes
Question 5.1: What's your Net Revenue Retention (NRR)?
Scoring:
10: >120% (growing from existing customers)
7: 105-120%
5: 95-105%
2: 85-95%
0: <85% or don't track
How to calculate: (Starting MRR + Expansion - Churn) / Starting MRR × 100
Benchmark: >110% is good, >120% is excellent for SaaS.
Your score: ___/10
Question 5.2: What's your annual logo churn rate?
Percentage of customers who cancel each year.
Scoring:
10: <5% annual churn
7: 5-10%
5: 10-15%
2: 15-20%
0: >20% or don't track
Your score: ___/10
Question 5.3: Do you track product usage and engagement?
Scoring:
10: Comprehensive usage tracking, identify at-risk and expansion opportunities
7: Track basic usage metrics (logins, key actions)
5: Can see some usage data
2: Manual tracking or very limited
0: Don't track usage
Why it matters: Usage predicts churn and expansion better than anything else.
Your score: ___/10
Question 5.4: Do you have a dedicated customer success function?
Scoring:
10: Dedicated CS team with proactive outreach
7: CS person or shared CS/support role
5: Reactive support only (no proactive CS)
2: Founders handle CS ad-hoc
0: No CS function at all
Your score: ___/10
Question 5.5: What percentage of customers expand in first year?
Upgrade tier, add seats, buy more products.
Scoring:
10: >50% of customers expand
7: 35-50%
5: 20-35%
2: 10-20%
0: <10% or don't track
Your score: ___/10
Question 5.6: Do you conduct regular QBRs (Quarterly Business Reviews)?
Scoring:
10: Regular QBRs with all key accounts
7: QBRs with top 25% of accounts
5: Annual check-ins only
2: Only when customer reaches out with issue
0: No structured customer reviews
Your score: ___/10
Section 5 Total: ___/60
Interpretation:
50-60: Strong retention and expansion engine
35-49: Decent retention, room to improve expansion
20-34: Churn is a significant problem
<20: Critical - retention issues are killing growth
Section 6: Analytics & Tracking Audit
Goal: Assess your ability to measure what matters
Time: 10 minutes
Question 6.1: Do you track CAC (Customer Acquisition Cost) by channel?
Scoring:
10: Track CAC by channel, know which are profitable
7: Track overall blended CAC
5: Estimate CAC roughly
2: Don't really know CAC
0: Don't track at all
How to calculate: (Sales + Marketing costs) / New customers acquired
Your score: ___/10
Question 6.2: Do you know your LTV:CAC ratio?
Lifetime Value to Customer Acquisition Cost ratio.
Scoring:
10: Track it regularly, ratio is >4:1
7: Track it, ratio is 3-4:1
5: Track it, ratio is 2-3:1
2: Estimate it roughly
0: Don't know or calculate
Benchmark: >3:1 is healthy. <3:1 means you're spending too much to acquire or customers aren't valuable enough.
Your score: ___/10
Question 6.3: Can you attribute revenue to marketing channels?
Scoring:
10: Multi-touch attribution, know exact revenue by channel
7: First-touch or last-touch attribution
5: Can see some attribution data in CRM
2: Estimate based on lead source
0: Can't attribute revenue to channels at all
Your score: ___/10
Question 6.4: Do you have a weekly metrics dashboard?
Scoring:
10: Automated dashboard, reviewed every week
7: Manual dashboard, reviewed weekly
5: Track some metrics irregularly
2: Monthly metrics review only
0: No regular metrics tracking
Your score: ___/10
Question 6.5: Do you track conversion rates at each funnel stage?
Visitor → MQL → SQL → Opportunity → Customer
Scoring:
10: Track all stages, know where funnel leaks
7: Track 3-4 stages
5: Track 1-2 stages
2: Track overall conversion only
0: Don't track conversion rates
Your score: ___/10
Section 6 Total: ___/50
Interpretation:
40-50: Data-driven, can make informed decisions
30-39: Track basics, could improve measurement
20-29: Flying blind on critical metrics
<20: Critical - can't make informed marketing decisions
Section 7: Channel Performance Audit
Goal: Assess efficiency and focus of your marketing channels
Time: 10 minutes
Question 7.1: How many marketing channels are you actively using?
Scoring:
10: 2-3 channels, all executed well
7: 2-3 channels, some better than others
5: 1 channel only (risky, not diversified)
2: 4+ channels (likely spread too thin)
0: No clear channel strategy
Your score: ___/10
Question 7.2: Can you identify your most efficient channel?
Scoring:
10: Know which channel has lowest CAC AND highest LTV
7: Know which channel drives most revenue
5: Know which channel drives most leads
2: Rough guess based on feel
0: No idea
Your score: ___/10
Question 7.3: Are you spending 70%+ of budget on proven channels?
Scoring:
10: 70-80% on proven, 20-30% on testing new channels
7: 60-70% on proven channels
5: 50-50 split
2: More budget on unproven than proven
0: Don't track spend by channel
Best practice: Most budget on what works, small portion on testing.
Your score: ___/10
Question 7.4: Do you test new channels systematically?
Scoring:
10: 90-day test framework with clear metrics
7: Test new channels occasionally with some structure
5: Tried 1-2 new channels in last year
2: Using same channels for 12+ months, no testing
0: Never test new channels
Your score: ___/10
Question 7.5: Have you killed an underperforming channel in last 6 months?
Scoring:
10: Yes, reallocated budget to better channels
7: Reduced spend on underperforming channel
5: Considering killing a channel
2: Keep all channels running regardless of performance
0: Never killed or reduced a channel
Why it matters: Killing what doesn't work is as important as scaling what does.
Your score: ___/10
Section 7 Total: ___/50
Interpretation:
40-50: Efficient, focused channel strategy
30-39: Mostly efficient, some waste
20-29: Inefficient allocation, wasting budget
<20: Critical - major budget waste on wrong channels
Calculate Your Total Score
Add up all 7 section scores:
Section | Your Score | Max Score |
1. Traffic & Awareness | ___/50 | 50 |
2. Conversion & Lead Gen | ___/70 | 70 |
3. Lead Quality & Qualification | ___/60 | 60 |
4. Sales Enablement | ___/60 | 60 |
5. Customer Success & Retention | ___/60 | 60 |
6. Analytics & Tracking | ___/50 | 50 |
7. Channel Performance | ___/50 | 50 |
TOTAL | ___/400 | 400 |
Overall Score Interpretation:
350-400 (88-100%) - EXCELLENT
Your marketing is best-in-class. Focus on optimization and scaling what works. Look for 5-10% improvements in top-performing areas.
280-349 (70-87%) - GOOD
Above-average marketing performance. You have solid fundamentals. Focus on your 1-2 lowest-scoring sections to reach excellent.
200-279 (50-69%) - NEEDS WORK
Significant gaps exist. Your marketing is functional but far from optimal. Prioritize your lowest-scoring section immediately.
<200 (<50%) - CRITICAL
Marketing is fundamentally broken. Requires immediate intervention. Start with your absolute lowest section and fix critical issues before anything else.
Most Important Insight:
Your lowest-scoring section is your biggest bottleneck. Fix it first, regardless of what else needs work.
High traffic doesn't matter if conversion is broken. Great leads don't matter if sales can't close. Perfect analytics don't help if you have no traffic.
How to Use Your Audit Results
Step 1: Identify Your Weakest Section
Look at your 7 section scores. Which scored lowest?
This is your constraint. Your marketing is only as strong as its weakest link.
Write it down: "My weakest section is: _____________"
Step 2: Find Critical Issues Within That Section
Review every question in your lowest section. Which scored 0-2?
These are critical failures. They're costing you significant revenue.
List them:
Step 3: Create Your 30-Day Fix Plan
Pick 3-5 highest-impact fixes from your lowest section.
Example: If Section 2 (Conversion) scored 28/70:
Priority fixes:
Reduce demo form from 8 fields to 4 (Question 2.3 scored 0)
Add exit-intent popup with template offer (Question 2.7 scored 0)
Add 5 customer logos to homepage (Question 2.5 scored 2)
Set up first A/B test on headline (Question 2.6 scored 0)
Create one strong lead magnet (Question 2.2 scored 2)
Expected impact: 25-40% improvement in conversion rate = 25-40% more leads from same traffic
Step 4: Set 90-Day Improvement Targets
For your 3 lowest-scoring sections, set specific score targets:
Example:
Section 2 (Conversion): Improve from 28/70 to 50/70
Section 6 (Analytics): Improve from 22/50 to 38/50
Section 3 (Lead Quality): Improve from 32/60 to 48/60
Step 5: Re-Audit in 90 Days
Schedule it now. Run this exact audit again in 90 days.
Track:
Which sections improved? (Fixes worked!)
Which sections got worse? (New problems emerged)
Overall score trend (moving right direction?)
Target: Improve overall score by 50-100 points in 90 days.
Common Audit Patterns (And What They Mean)
Pattern #1: High Traffic, Low Conversion
Section 1 (Traffic): 40-50
Section 2 (Conversion): <25
What it means: You're successfully driving visitors but your website/forms are broken. Traffic is wasted.
Fix priority: Section 2 immediately. Every improvement compounds with existing traffic.
Pattern #2: Good Leads, Can't Close
Section 3 (Lead Quality): 45-60
Section 4 (Sales Enablement): <25
What it means: Marketing is doing its job. Sales lacks tools, process, or skills to close.
Fix priority: Section 4. Create case studies, enablement kit, improve demos.
Pattern #3: Acquire But Can't Retain
Sections 1-4 (Acquisition): Good scores
Section 5 (Retention): <25
What it means: You're getting customers but losing them quickly. Growth is unsustainable.
Fix priority: Section 5. Improve onboarding, track usage, build CS function. Retention affects everything.
Pattern #4: Flying Blind
Section 6 (Analytics): <20
Other sections: Unknown actual performance
What it means: You can't make informed decisions. Probably wasting significant budget.
Fix priority: Section 6. Set up basic tracking before optimizing anything else.
Pattern #5: Spread Too Thin
Section 7 (Channel Performance): <20
Multiple channels, none performing well
What it means: Trying too many channels. None executed well.
Fix priority: Section 7. Kill 2-3 worst channels immediately. Focus budget on 2-3 best.
The 30-Day Fix Guide by Section
Quick wins for each section:
If Section 1 (Traffic) Scored <30:
Week 1-2:
✅ Set up Google Analytics properly (if not already)
✅ Publish 2 competitor alternative articles
✅ Launch retargeting ads for website visitors
Week 3-4:
✅ Start small paid campaign ($1,000 test)
✅ Publish 2 more bottom-funnel articles
✅ Fix page speed issues (target <3 seconds)
Expected lift: 20-40% increase in qualified traffic
If Section 2 (Conversion) Scored <40:
Week 1-2:
✅ Reduce primary form to 3-4 fields maximum
✅ Add exit-intent popup with lead magnet
✅ Add customer logos to homepage and landing pages
Week 3-4:
✅ Create 1-2 new lead magnets (template, calculator)
✅ Launch first A/B test (headline or CTA)
✅ Add testimonials to key product pages
Expected lift: 20-50% increase in conversion rate
If Section 3 (Lead Quality) Scored <30:
Week 1-2:
✅ Implement basic lead scoring (10-point system)
✅ Create 5-email automated nurture sequence
✅ Set up instant lead routing (<5 min response)
Week 3-4:
✅ Review last 50 leads for ICP match rate
✅ Add 2-3 qualifying questions to demo form
✅ Implement UTM tracking on all campaigns
Expected lift: 30-50% improvement in MQL→SQL rate
If Section 4 (Sales Enablement) Scored <30:
Week 1-2:
✅ Create one-pager (executive summary)
✅ Build simple ROI calculator (Google Sheets)
✅ Write first case study (or detailed testimonial with results)
Week 3-4:
✅ Create demo preparation checklist
✅ Build competitor comparison sheet
✅ Implement demo reminder emails (reduce no-shows)
Expected lift: 15-30% improvement in close rate
If Section 5 (Retention) Scored <30:
Week 1-2:
✅ Calculate current NRR and churn rate
✅ Set up basic usage tracking (logins, key actions)
✅ Identify top 10 at-risk accounts (low usage, old tickets)
Week 3-4:
✅ Proactively reach out to at-risk accounts
✅ Schedule QBRs with top 10 customers
✅ Create onboarding checklist to ensure value
Expected lift: 10-25% reduction in churn rate
If Section 6 (Analytics) Scored <30:
Week 1-2:
✅ Create simple dashboard in Google Sheets
✅ Calculate CAC for last 90 days
✅ Set up basic conversion tracking (Visitor→MQL→Customer)
Week 3-4:
✅ Estimate LTV (average customer value × lifetime months)
✅ Attribute last 20 closed deals to source
✅ Schedule weekly dashboard review (Fridays)
Expected lift: Ability to make data-driven decisions
If Section 7 (Channel Performance) Scored <30:
Week 1-2:
✅ List all active channels with monthly spend
✅ Calculate rough CAC by channel (last 90 days)
✅ Identify worst-performing channel
Week 3-4:
✅ Kill or pause worst-performing channel
✅ Reallocate that budget to best-performing channel
✅ Design 90-day test plan for one new channel
Expected lift: 15-30% improvement in blended CAC
Key Takeaways
The 7 sections of SaaS marketing health:
Traffic & Awareness - Reaching right people?
Conversion & Lead Gen - Visitors converting?
Lead Quality & Qualification - Leads worth pursuing?
Sales Enablement - Sales equipped to close?
Customer Success & Retention - Customers staying and growing?
Analytics & Tracking - Know what's working?
Channel Performance - Channels efficient?
How to use this audit effectively:
Score all 7 sections honestly (90 minutes, one sitting)
Identify your weakest section (your biggest bottleneck)
Fix 3-5 critical issues in that section (30-day sprint)
Re-audit in 90 days (measure improvement, identify new priorities)
Most important principles:
Your marketing is only as strong as the weakest section
Fix bottlenecks first (not what's easiest or most interesting)
Small improvements compound dramatically
Target 50-100 point improvement every 90 days
Re-audit quarterly minimum
Remember: You can't fix what you don't measure. This audit gives you the measurement framework. Now execute the fixes.
The companies that win don't have perfect marketing. They systematically identify and fix their biggest problems every quarter.
Want Expert Help Interpreting Your Results?
Request a Deep Teardown. We'll review your audit scores, diagnose root causes beyond what you can see, and build a prioritized 90-day action plan.
What you get:
Expert audit interpretation (we'll spot patterns you missed)
Root cause diagnosis (why scores are low, not just symptoms)
Prioritized fix roadmap (top 10 actions ranked by impact)
Expected revenue impact analysis (what each fix is worth)
Implementation guidance (how to execute each fix)
3-5 business day turnaround
Get an outside perspective on what's really broken and what to fix first.
Timeline: 3-5 business days
Investment: $399
Meta Title: SaaS Marketing Audit: Is Your Marketing Working? (90-Min Self-Audit)
Meta Description:
Word Count: ~5,100 words
Primary Keyword: Secondary Keywords: marketing audit template, saas marketing assessment, marketing performance audit, how to audit marketing, marketing health check
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