Since the worksheet includes questions about tools, tool purpose, and tool features, it requires someone who is close to your marketing activities.This could be your Marketing Director or Marketing Manager.Depending on the size of your team, and their permissions, you may also need some accounting assistance to check billing and individual Subject Matter Experts, like a Social Media Manager to assist.

If no one on your team can answer questions about a tool, that's a sign that you should dig deeper into the tool's usefulness for your team. You should understand the features and benefits of every tool your team relies on (and pays for!). If no one on your team can answer, enter your best guess and make note to evaluate this tool as soon as possible.

If you'd like a custom form that evaluates more than 4 tools, or if you need help, please email for assistance or book a call on the site.

Definitely! This worksheet would work incredibly well as a team exercise. It's a great conversation starter about marketing tools, marketing budgets, and marketing goals. Use it in whatever way works best for your business.

No. This audit is a conversation starter and thought provoker meant to make you reconsider how you are using your current marketing tools. If you'd like to discuss specific marketing tool recommendations for your specific business, please schedule a call for a one-on-one professional review.

Heck no. I have been part of multiple marketing teams, and it can be incredibly hard to take over from a past director who may not have been as organized or as dilligent at maintaining an effective stack of marketing tools. This is supposed to be a tool to start conversations and start thinking about marketing tools in a different way.