Patient Acquisition & Marketing Accountability Audit

A marketing accountability audit is a structured review of a business's marketing spend, channels, and vendor performance, designed to determine whether that spend is actually producing measurable results like new patients or revenue. It's an evaluation, not an ongoing service, meant to produce a clear answer and a specific action plan.

The Audit is a diagnostic: it tells you where you currently stand and what to do about it. Multi-Location Marketing System Buildout is a project that builds new operational infrastructure. Fractional CMO Leadership is ongoing strategic oversight. Many clients start with the Audit specifically because it's the lowest-commitment way to get clarity before deciding whether one of the larger engagements is actually needed.

Yes, that's one of its core purposes. The audit evaluates any existing agency or vendor relationships against actual outcomes, new patients, booked appointments, revenue, rather than the activity metrics agencies typically report on their own. You'll get a direct, objective answer rather than having to take an agency's self-reporting at face value.

That's a genuinely useful outcome. Confirming that your current marketing approach is functioning well, with data to back it up, gives you confidence to keep investing in what's working rather than second-guessing it. Not every audit uncovers major problems; some simply validate that the current approach is sound.

The audit is a bounded engagement, and turnaround depends on the number of locations and channels being reviewed. A single-location practice with straightforward channels moves faster than a multi-location group with several vendors and disconnected reporting systems. Specific timelines are confirmed during the discovery call.

The audit itself delivers the scorecard and action plan; it doesn't include ongoing implementation. However, many clients use the audit's findings to move directly into either Multi-Location Marketing System Buildout or Fractional CMO Leadership, depending on what the audit reveals your practice actually needs.

Access to your current marketing accounts and reporting: Google Ads, GA4, Google Business Profile, call tracking software, and your CRM or lead management system, along with any reporting your current agency or vendors already provide. If access to any of these is unclear or fragmented across different logins and people, that's actually useful information too; it's often part of what the audit uncovers.

No. Some owners commission an audit simply because they've never had a truly objective, outside look at their marketing, even when nothing feels obviously broken. Confirming that spend is being allocated well, and having documented proof of it, is valuable on its own, separate from troubleshooting a specific problem.

Yes. The audit produces a scorecard and action plan you own outright, and many clients use those findings as a direct conversation with their existing agency about what needs to change, rather than as grounds to end the relationship. Whether you keep, adjust, or replace any vendor relationship afterward is entirely your decision; the audit's job is just to give you the accurate picture to make that call.

The audit scope is defined based on your situation. For multi-location groups, it typically covers all locations, since inconsistency between sites is often exactly what surfaces the biggest opportunities. If you'd prefer to start with a single location as a lower-cost way to evaluate the process before expanding it group-wide, that's also an option we can scope during the discovery call.