For practitioners

Run the Marketing Audit for your own clients.

Bring your clients a finance-grade answer on what a customer costs to win and what they return over time. The Marketing Audit is open to accredited advisers, to run for your clients or carry under your own brand.

AccessBy accreditation
Three ways to put it to work
  • 01Per audit
    Coded, single-use access
  • 02Annual licence
    Unlimited use across your practice
  • 03White-label
    The audit under your brand
Training and accreditation included

Accredited access only.

A company cannot buy its way in and run this on itself. Access goes to advisers I have trained to use it and read the result, so every audit carries the same standard, whoever delivers it.

01 · Ways to license

One method, three ways to license it.

Per audit

Coded single use

For occasional use

One client, one coded key. Add an audit to a broader engagement without committing to a licence.

Enquire
Annual licence

Unlimited use

For active practices

Run it for as many clients as you like for one fixed fee. Named users, priority support, and an audit you can open every engagement with.

Enquire
White-label

Under your brand

For established firms

Your logo, your colours, your domain, on the client-facing output. The client sees your brand, and you have the method behind it.

Enquire
02 · Every licence includes

Everything you need to deliver it well.

Training

Method & interpretation

The inputs, the calculations, and how to present the result so it holds up. You leave able to defend every figure.

Accreditation

A recognised standard

Proof you deliver the audit to the same standard as the practice that built it.

Support

Direct access

Me, on call, for questions of interpretation, edge cases, and how to present the findings so a client acts on them.

Why carry it

Lead with a number the finance team trusts.

Plenty of advisers lead with tactics. Open instead with a finance-grade answer on what a customer costs to win, and you are the one the CFO takes seriously. You have a solid number to build the engagement on, rather than an opinion to keep defending.

Enquire about licensing
For advisers and consultancies

Put the Marketing Audit to work in your practice.

Tell me about your practice and how you would use it. Access is by accreditation, so it starts with a conversation rather than a checkout.

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