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The 10-Minute Marketing Audit Every CEO Should Do Before Q2 · Values-First Marketing

• 0:10
  Unknown: This quarter is wrapping up. You have been juggling client work, big picture strategy and way too many last minute marketing tweaks. You know that marketing is crucial for growth, duh, but let's be honest, when is the last time you actually took a step back and assessed what is working, not what feels busy, not what looks good on social, but what is actually bringing in revenue without requiring you to be on all the time? If your marketing has been more reactive than strategic. No shame, we've all been there, but this quick 10 minute marketing audit will help you recalibrate before the next quarter. No fluff, no complicated reports, just five simple questions, two minutes each. So a total of 10 minutes for you to reflect and make these changes that were they are going to instantly reveal where your marketing is supposed to be supporting your growth and where it is actually holding you back.
• 1:08
  Unknown: Make sure you listen all the way to the end, because I don't want you to miss number five. It is the number one reason businesses plateau. I see it all the time, especially in people who are multi six figures and want to get to that next level. Because when you tweak this, you will start attracting clients who are already valuing your work and see you as the obvious choice.
• 1:27
  Unknown: Okay, so let's dive in number one, are you still the bottleneck in your marketing?
• 1:30
  Unknown: Let's start with a tough but necessary question, how much of your marketing still depends on you? This isn't about delegating just for the sake of it. It's about building a sustainable strategy that doesn't collapse every time you take a vacation, get sick, life happens or, let's be real, you just want to take a break. So ask yourself, Are you the one writing your email social posts and doing all the website updates? Are you spending more time creating content than closing sales. Does your marketing stall every time your schedule gets full with client work? If you answered yes to any of these, it is definitely time for a shift. A CEO's job is to drive the vision, the strategy and the sales, not to be stuck in the weeds of content creation. My most recent solo Episode Why you're doing too much marketing and what to do instead would also be a great resource for you, if you find yourself in this category, and that is linked in the show notes. I want to tell you about how one founder got out of the weeds of marketing. One of my clients is a powerhouse business coach. She came to me feeling totally overwhelmed. She was cranking out these social media posts, emails, live sequences, but still struggling to hit her revenue goals. Why? Because she was way too deep in the details.
• 2:51
  Unknown: Once we systemized her content and got her out of the daily grind, that is when her revenue doubled in six months, she didn't work more. We were just smarter about it. So now it's your turn identify one marketing task that you can delegate, automate or eliminate. Maybe it's email writing. Maybe it's repurposing content, posting. Do you want to post quite as frequently or updating your website? Start with one and watch how much mental space it frees up so that you can stay close to the money and do what matters. Okay, so then number two is, is your marketing bringing in clients, or is it just keeping you busy? It sounds so obvious when I say it like that, but honestly, when you think about it, I think it's going to be a wake up call for many people. Again, life happens, no shame, but I want this again to be your loving wake up call, so that your business can have the impact that you desire it to Okay, so marketing should do one thing, bring in high quality leads that turn into sales, bring in those right fit people that you are going to get the best transformation for. And if it's not doing that, then something is off. And here's where most people get stuck. They are creating content but not seeing conversions. They rely too much on referrals and word of mouth, which are great, but not consistent, or they feel like they are always launching, but sales feel unpredictable, and riding that revenue roller coaster is just not fun. So let's do this the last five clients test. Take the next 60 seconds. Pause this podcast if you need to write it down on the note app of your phone or wherever you're at and write down where did your last five clients come from? Was it Instagram or social media? Your email list, organic Google Search referrals, direct outreach, and if you are still relying heavily on cold outreach and referrals, it means your inbound marketing isn't pulling its weight. Again, not that those are bad things, but they're not sustainable, necessarily for the long term that can get your business off the ground, it can pick you up in a dry season, but it is not the long term strategy. We need to stop chasing clients and start attracting them. So this reminds me of a tax professional I worked with. She was booking clients through word of mouth and referral, but then also through, primarily through Facebook, DMS. It worked, you know, she did a great job with it. It wasn't icky. It was, you know, values based. It was, it was good, but she was spending hours manually reaching out and engaging in Facebook groups and all those things. After shifting to my values first marketing approach, we created a strategy where she was able to maintain her business while freeing up so much time from not having to do so much outreach. So we were able to remove the outreach and still maintain the revenue and influx of new clients that she was doing from having while no longer having to do all that manual outreach anymore. So she saved up all that time and energy. Okay, so now it is your turn. Let's apply this to you.
• 6:19
  Unknown: If inbound marketing is not bringing in steady leads for you, optimize your messaging and nurture strategy so that clients will come to you find those gaps. And if you're like, I don't know, where do I start?
• 6:30
  Unknown: Where do I begin? One, the fact that you're listening to this podcast is a great start. If you want to go even deeper, I have a free messaging audit that you can download. That link is in the show notes. You can also go to Megan, catch again.com/free-audit, and that will be there waiting for you.
• 6:45
  Unknown: And that's a great way to do just that. It is based on the hundreds of audits that I have done for my multi, six and seven figure clients, as well as all of the clients who have come through copy critique club. I gathered up all the things I feel like I'm constantly saying to people, and the things that are really, truly getting people results with such a low lift. So go check that out. All right, let's go into number three. Is your email list actually working for you? Let's talk about the most underutilized but highest ROI marketing channel. Yes, that is email if you have an email list, but don't send to it consistently. And that doesn't have to be every day. It's like having a VIB client list that you never talk to. No wonder sales feel harder than they should be. So let's do a quick audit of how healthy is your email list. Check those three last email campaigns that you have sent. Did those emails actually lead to sales? That is the ultimate question we want to ask. Once we know the answer to that, then we can ask, well, what is your open rate? Ideally, I would love to see above 35% that is where I want to get all my clients to and keep them above there are people clicking links and taking action. So not just going to your sales page or next step, but then we also want them to to buy from there. So those can give us hints and clues as to what's happening and where people are falling off and where we might need to fix the copy from there. So go ahead and take a look at that. If you're like, oh my gosh, I don't even know, copy critique club would be a great place for you to start and get support to have me in your back pocket to take a quick look at that, for you analyze that and tell you what to do so that you can make the implement a lot faster, and that you can check out at Megan.
• 8:44
  Unknown: Catch megan.com/ccc or check the link in the show notes. Okay, so if your emails are not converting, it is not because email is dead, though, I know people like to use that overused copy headline formula, which I have a lot of say about that, but that is a whole other episode. But it is because your strategy needs tweaking. You don't have to throw the baby out with the bathwater. It is likely that your email sequence might be fine. Check this first before you overhaul all the things.
• 9:15
  Unknown: Okay? And then I have a really great case study for you. I worked with a brand that was sending sporadic emails, no real strategy, just updates when they felt like it or had capacity for it, or like, oh, or when they felt guilty, like, oh, gosh, I haven't emailed my list in in a couple months. I should probably send something out. So that was not working for her, and so when we shifted to a strategy that was more consistent. We started so she was emailing like a couple, like, once every few months. So then we started with once a month, and then we went up to twice a month. So, like, it doesn't have to be this big, huge jump that could be a shock to your audience, as well as to your own capacity to be able to create these emails, but when we shifted to a consistent and value driven email plan, this client's email revenue five x5 times more revenue per email sent for real. Read the case study linked in the show notes, and that has been consistent over the past two, two years, ish, that we have been working together. So now it is your turn. I want you to commit to sending at least one high value email per week. If you haven't been sending any at all, maybe commit to once a month. If you've been sending once a month, then commit to twice a month. Ideally, I would like you to get to work your way to at least one high value email per week. If you're at that, then maybe try twice per week. And the more consistently that you show up, the more your list will trust and buy from you. And it's there's so many other benefits beyond just that, like that is one of the primary ways that you are going to hone and develop your brand voice is by using it.
• 11:02
  Unknown: So it's a benefit for you and your wallet and your bank account, right, as well as for your clients who are getting value out of what you're saying, who are getting the opportunity and invitation to work with you and experience this transformation that they are feeling pain and like struggling dying, to get all right, let's move on to number four out of five is, are you relying too much on social media? Now hear me out. Social media is not a bad thing, but let's be honest, if Instagram shut down tomorrow, would your marketing still work, or would it all disappear? So let's talk about the social media trap real quick. Social often feels like a business necessity. It's flashy, it's fun, but if that is your only marketing plan, you are at the mercy of an algorithm that is constantly changing. I once had a client whose Instagram account got hacked mid launch, no backup strategy, no email list. She lost all momentum overnight, and that is then when she came to me to pick up the pieces. So every business needs a home base off of social media, a home base is a marketing platform that you own, that could be your email list, a blog on your website, podcast or SEO driven website.
• 12:31
  Unknown: Unlike social media, these platforms do not vanish when the algorithm shifts. So social is a great add on, a great way to repurpose, a great way to have fun if you're having fun with it, but it, it does not need to be your home base. You need a home base off of social media.
• 12:47
  Unknown: So here's your homework for this piece of the audit, pick one channel, whether that's email, blog, podcast, and commit to it consistently nurturing your audience there. And if you want inspiration for this, check out my episode with Holly Haynes, who doubled her revenue by owning her brand voice off of social media and how it is totally possible for you. She breaks down exactly how she did it, what formulas she used. She is so generous in that episode, it's linked in the show notes.
• 13:19
  Unknown: Definitely go listen to it.
• 13:22
  Unknown: She's amazing, all right, and last one, number five, is, does your messaging still match your growth? This is the most common one I see. Is people raise their prices, but then they don't change their messaging to match their new pricing structure. Or maybe you have evolved, and therefore your business has evolved, but your messaging has not kept up with it. So if your marketing still speaks to who you were last year instead of who you are, now, you are losing high value clients, and if you've raised your prices, then you need to also elevate your marketing to bring in those right fit clients who see the value and are happy to pray pay the price tag for what you have to offer. So let's do this. Does this still fit test? Are your offers clearly and uniquely positioned for your ideal client? Do your web does your website and your emails reflect your next level brand? Are you speaking to this higher level client, or are you using outdated language that no longer aligns? Maybe we need to go back to that market research and update it, because things have changed. Things have shifted, especially after a year like 2024 things have changed. So let me tell you about how one CEO elevated her brand and attracted better clients. This is a speaking coach that I worked with who was still marketing to early stage entrepreneurs when we started working together, even though her new program was now geared for high level business owners. Once we repositioned her messaging, she booked $52,000 of revenue in her first launch. And she is launching quarterly, I believe, either three times a year or quarterly. And she has been reusing those emails I wrote for her ever since. So she has launched multiple cohorts of this program since. And I love being on her email list and part of her social strategy and seeing, I'm like, Oh, that looks familiar. Oh, yeah, I wrote that. And like, yes, she has tweaked things a little bit here and there as she gets more data, as more people go through her program in the last couple of years, but it is still amazing to see the ROI that she is getting from that messaging strategy and those emails that I wrote for her. So your turn now is to refresh your website, sales page, email sequences to reflect where your business is going. If you have not looked at them in a year or more, or even six months or more, then it might be time to update them.
• 15:52
  Unknown: And I get it these questions I'm asking you, you could probably feel like I know I should be doing that. I need to do that.
• 16:00
  Unknown: It's on my list. But if it's so far down your to do list and priority list that it's never gonna happen, or you just feel like it's futile to try and, like, read your own stuff because you're so familiar with it, it's like you're not even reading it, like you're reading it, but you're not really like reading it, you know? Um, that is the case, because you are not alone, and I would really urge you to join copy critique club, even if it's just for a month, so that you can quickly and easily see what you need to change and why you have me look at your stuff. Submit whatever it is you want to this is not a course, it is not an extra call on your calendar. You simply submit what you want me to look at, and then you implement the recommendations I give you and watch your conversions finally get to where you deserve them to be, for how hard you've been working on this and for how awesome your offer really is.
• 16:47
  Unknown: Okay, so let's wrap it up here.
• 16:52
  Unknown: Your marketing should bring in clients without requiring constant effort. It should attract high value leads who are ready to buy, and it should be systemized so that it works even when you step away, whether that is from force, whether you get sick, or whether you'd like to take a vacation, or whether you'd like to spend time with your kids this summer as they graduate college before they go off into the real world, or whatever It is for you, your marketing needs to work for you, not drain your time and energy, and in just 10 minutes, you can pinpoint where your strategy is thriving. Go and answer those questions and make those changes right now. Go do it. These are not rhetorical questions, literally. Go answer them and make those small few tweaks that can truly lead to big results, as I've shared with you in these case studies, they work, they work. I've seen them happen over and over again. So if you have realized that there is room to improve, that's a good thing, right? It means you now have clarity on exactly where to focus, so your marketing can be more effective and attract better clients. I have also put together a free DIY messaging audit if you want to go a little bit deeper. It is a simple step by step guide to help you refine your positioning, clarify your messaging and ensure that your marketing actually connects with your right fit client at this level that you are currently at.
• 18:19
  Unknown: So click in the show notes to grab your free messaging audit and make sure your marketing is doing that heavy lifting for you. Marketing should not feel like a guessing game. With this audit, you will know exactly what to tweak, and I also give you before and after example, so it's super clear how you can apply it for yourself. And then you can step into our next quarter with a strategy that works. Okay,