[ Phase 01 — Audit ]

Two weeks. Every channel. Every dollar. In writing.

Most agencies skip the audit because the audit doesn't bill enough. Ours is the engagement. Two weeks of forensic teardown — paid, organic, lifecycle, marketplace, analytics, infrastructure — delivered as a 25+ page brief, a Loom walkthrough, and a prioritised action board you can run yourself.

10 working days Daily standups, weekly review Audit brief (xlsx + pdf) + Loom + action board Owner · Senior operator (1 lead, 1 reviewer)

Why we start here

Optimisation without diagnosis is gambling. Most agencies inherit accounts and start changing things in week one — bid strategies, audience structures, creative refreshes — without first proving where the bleeding is. We don't. Audit is the only way to make decisions that compound.

[ Artefacts ]

What this step produces.

A01 · Forensic findings doc .xlsx · .pdf

25–40 numbered findings stratified by impact × effort × confidence. Every finding includes: evidence (screenshot or query), the broken assumption, the recommended fix, the expected lift, and the kill criteria for the test that will validate the fix.

A02 · Loom walkthrough .mp4 · 25–45 min

Senior operator walks the screen through every section of the brief — conversion tracking architecture, branded vs non-brand split, feed health, lifecycle flow architecture, attribution model, performance against benchmarks. Watchable async by your team.

A03 · Prioritised action board Notion / Linear

Every finding converted into an actionable card: owner, deadline, success metric, dependencies. P0 / P1 / P2 / P3 stratification. You inherit it whether you engage us or not.

A04 · 30/60/90 day plan .pdf

Sequenced rollout map. Hygiene wins in days 1-30. Architecture changes 31-60. Compounding plays 61-90. Each phase has measurable KPIs the founder can hold against.

A05 · Tech stack assessment .xlsx

Every tool you're paying for, what it's actually doing, what it should be doing, and the consolidation/migration map. Most $5M+ brands waste $30-80K/year on overlapping tooling.

[ Timeline ]

How the days run.

Day 0

Kickoff + access

60-min kickoff call. We collect read-access to ad accounts, GA4, Shopify/CRM, Klaviyo, Triple Whale, Search Console, Helium 10, etc. We never receive admin access during audit. Read-only is enough.

Days 1–3

Forensic data extraction

Direct API pulls into our warehouse. 18-month rolling window where data exists. Cross-channel reconciliation. Triple Whale + Shopify + platform-reported numbers compared and any discrepancies surfaced.

Days 4–6

Channel-by-channel teardown

Paid Search, Paid Social, Marketplace, SEO, Lifecycle, CRO, Analytics — each gets its own dedicated forensic pass. Findings logged with evidence. Senior operator + reviewer on every channel.

Days 7–8

Synthesis + prioritisation

Findings stratified. Cross-channel patterns identified (e.g., 'PMax is cannibalising organic on 14 head terms'). Prioritisation by impact × effort × confidence.

Days 9–10

Brief + walkthrough delivery

Brief written. Loom recorded. Action board built. 90-minute walkthrough call with the founder + leadership team. Q&A, refinement. Brief finalised within 48 hours of feedback.

[ Who does what ]

Named owners, not "the team".

RoleLeadsContributesConsumes
Senior operator (lead)Audit findings + briefLoom walkthrough, action boardFounder context
Senior operator (reviewer)Cross-channel synthesisQuality control on findingsLead operator's draft
Founder / CEOStrategic context, business goalsAccess provisioning, kickoffBrief, walkthrough, action board
In-house team (if any)Account access, historical contextQ&A on legacy decisionsBrief — to inherit if no engagement follows
[ Rules ]

Non-negotiables for this step.

  • Findings must be numbered, not vague.
  • Every finding has evidence — a screenshot, a query, or a number.
  • We don't recommend without quantifying expected lift.
  • Confidence is stated explicitly: high / medium / low.
  • If we're wrong about something, we say so in the brief — not after.
  • The brief is yours to keep, share, or act on. No 'agency-owned IP' language.
DTC · Apparel · $14M GMV
We'd been working with our last agency for 18 months. The audit surfaced things they should have caught in month one — a CAPI deployment bug eating 33% of our conversions, a cannibalising PMax campaign, and a $14K/month in agency tooling we didn't know existed.

Audit findings drove a 22% paid efficiency lift in the first 60 days post-engagement.