Providing a Brandscript can be life-changing for a business.

Do you know how to continue to provide value? 

You believe in the power of the SB7 framework. You've seen it in action. But the SB7 framework isn't a strategy. It's a tool.

Take the framework to new heights when you pair it with a 360 review of a company's marketing and present them with opportunities for growth.

The Marketing Audit Toolkit will show you how.

1. PROPOSAL LANGUAGE

See the exact words we use to position the marketing audit to our clients. Includes description, features and benefits, and the cost. Simply copy and paste it into your proposal, or customize it to better represent your company. 

Format: Google Doc 

2. MATERIAL REQUEST CHECKLIST

Your clients don't know what they don't know. Make sure you get everything you need from them -- the first time -- to do a meaningful audit. This client-facing template includes sample email language to request what you need. 

Formats: Google Doc + Canva Doc (to be converted to a PDF)

3. SPREADSHEET FOR ANALYSIS

You have all of the requested materials. Now what? Use this spreadsheet to stay organized in the process. Keep track of your evaluation and recommendations all in one place. 

Format: Google Sheets

4. PRESENTATION TEMPLATE

See the format we use to present the audit results to our clients. We'll also walk you through how to customize the deck with your client's branding for that personal touch. 

Format: Google Slides 

5. EXAMPLE PRESENTATION

While having a template is nice, sometimes it's helpful to see what the final product looks like. You'll see how we share both positive and constructive feedback with clients, and how we position our recommendations for the next steps (i.e., setting yourself up for future sales!). 

Format: PDF 

>> STRATEGY AND SALES

>> IMPLEMENTATION

>> Increase the lifetime value of your clients. 

>> Easy tools, templates, and systems. 

>> Perform marketing audits that turn into strategic retainers.

>> Proposal Language (so you know how to sell the audit to your clients!)

>> Materials Request Checklist (no going back and forth asking for materials or access)

>> Spreadsheet for Analysis (keep all your work in one place)

>> Presentation Template (don't waste hours creating it from scratch)

>> Example Presentation (see how it looks "in the wild")

Plus...

>> Explanatory Videos (to get you off to the races right away!)

DOMINIQUE GLANVILLE

As the CEO of Heights Strategic Marketing, Dominique has grown from a solopreneur to a team of five in just a few years. Heights has operated with a revenue of over $500k and over 20% profitability for the last 2 years.

She is an expert in brand strategy and messaging, but it is her ability to turn messaging projects into ongoing work and strategic retainers that have been instrumental in the growth of the business.

Dominique is regularly inspired by the Guide community and is excited about opportunities to give back. She knows the tools and systems that have helped her business grow can help others, as well.

KATIE GOLDBERG

Katie is a communications and marketing specialist with experience in the private sector, health care, nonprofits, and agencies. She brings a breadth of experience in communications, PR, personal brand management, and copywriting. 

As the Director of Content Strategy at Heights Strategic Marketing, she provides oversight for all content. From sales funnels to email marketing and thought leadership, she makes sure the content is effective for our clients. 

Katie enjoys helping to get new ventures off the ground. She is known for questioning the status quo, in an effort to bring about fresh results. (Hint: she brings this superpower to the audit process)