Marketing Performance Audit
This case study highlights the work completed to date. Certain client details have been omitted to protect confidentiality while accurately representing the scope and methodology of the engagement.
Client Background
A regional financial advisory firm sought to strengthen its digital marketing strategy and establish a scalable, data-driven foundation for long-term growth.
Project Scope
Marketing Performance Audit
Content Strategy
Analytics & Reporting
Campaign Development
Executive Recommendations
Social Media Marketing Audit
To establish a data driven foundation for future marketing initiatives, I conducted a comprehensive audit of the advisory's the firm's Facebook, Instagram, and LinkedIn presence. The analysis evaluated platform performance, content effectiveness, audience engagement, and strategic opportunities across all channels.
Project Overview
This engagement focused on evaluating the firm's digital marketing performance, identifying growth opportunities, and developing a strategic content framework aligned with long term business objectives. Deliverables included performance analysis, campaign strategy, executive recommendations, and analytics reporting designed to support future decision-making.
My Role
Marketing performance analysis
Content strategy
Campaign planning
Content creation
Marketing recommendations
Established baseline performance metrics for the clients social media presence by evaluating posting activity, audience engagement, content mix, and platform specific performance trends.
Analyzed engagement across content formats to identify which post types generated the strongest audience response. These findings informed recommendations for future content strategy and platform optimization.
Consolidated the audit's most significant insights into a concise executive summary, highlighting high performing content formats, engagement trends, and strategic opportunities across platforms.
Translated audit insights into prioritized strategic recommendations focused on improving content consistency, increasing engagement, and strengthening overall marketing performance.
The audit established a strategic roadmap that translated performance data into prioritized recommendations and a scalable educational content strategy aligned with the firm's long term business objectives.
Evaluated the firm's competitive position by identifying key internal capabilities, operational gaps, market opportunities, and external factors that could influence long term marketing success.
Content Campaign Strategy
Developed a multi platform educational campaign centered on strategic tax planning initiative. The campaign combined audience focused messaging, interactive social content, and conversion driven calls to action to increase awareness and generate qualified consultation inquiries.
Educational Campaign Framework
To translate strategic recommendations into actionable marketing, I developed a multi platform educational campaign designed to challenge common misconceptions, establish thought leadership, and generate qualified consultation inquiries.
Awareness Objective
Increase awareness by challenging a common misconception and encouraging users to reconsider traditional tax planning assumptions.
Education Objective
Position the firm as a trusted educational resource while encouraging deeper engagement with strategic financial planning concepts.
Brand Positioning
Reinforce the firm's value proposition by shifting the conversation from tax deductions to long term financial strategy.
Each campaign asset was intentionally designed to support a different stage of the customer journey, from building awareness and establishing credibility to encouraging consultation inquiries.
Outcome
The engagement delivered a comprehensive marketing audit, strategic roadmap, campaign framework, and data driven recommendations that established a repeatable process for future marketing decisions.