Marketing & Automation Audit
What is an marketing & automation audit?
A marketing audit is a thorough review of your current set up:
- Marketing strategy
- Email flows
- Lead‑handling
- Follow‑up sequences
- Tech stack
Think of it as a health check for your marketing systems. We identify what’s working, what’s broken and what’s missing altogether.
Signs you need a marketing audit
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It feels like you're doing all the right things with marketing but you are not attracting or converting the leads you need.
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You might have steady enquiries but without the right systems nothing gets followed up properly
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Disconnected tools, inconsistent workflows or manual processes leave you vulnerable to lost leads and missed revenue
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Before you build or scale it’s smart to get clarity. The audit gives you a clear picture of your gaps.
the right fit
This is for you if...
Swamped but serious about growth
You’ve got leads coming in and offers that convert, but the backend is messy or too manual. You know it’s time to clean it up so you can scale with less stress.
Unsure if your tech is actually working
Your setup has been DIY’d and built up over time. Now you're questioning if everything connects the way it should or if it’s leaving money on the table.
Looking for strategy, not just setup help
You want more than a tech fix. You need someone who can spot the gaps, explain what’s going wrong and show you exactly how to fix it.
Email & Automation Systems Audit
What's included
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Marketing deep-dive
We’ll review your current marketing setup across platforms, CRM, email and lead capture tools to map what’s in place and spot what’s not working.
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Lead flow clarity
From first enquiry to follow-up, we’ll trace the path leads take through your system and flag where things drop off, stall or get duplicated.
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Automation review
We’ll assess your sequences, segments, triggers and tagging to check if they’re functioning properly or getting in the way.
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Clear recommendations
You’ll receive a concise report outlining key gaps and quick wins, along with tailored next steps to help improve results.
Investment
Marketing & Automation Audit
Lite
For small service businesses looking for a clear picture of what to fix first.
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30-minute consultation to understand your current setup and goals
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Review email sign up forms across website and social profiles
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Check welcome sequence and automations
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Review email list health, size, engagement rate and segmentation
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Written summary of findings with 3-5 clear priority actions you can implement immediately
SGD$280
Deep Dive
For growing businesses that need a full system review and a strategy to match.
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30-minute consultation to assess your systems and goals
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In-depth review of marketing strategy, email platforms and automations
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Audit of CRM, form and integration touchpoints
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Review of segmentation, tags and groups across customer journeys
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Visual whiteboard of journey flows and automation mapping
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Comprehensive report with findings, missed opportunities and clear next steps
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60-minute strategy session to walk through results and next steps
Starting from SGD$890
Final cost depends on number of platforms and system complexity
How the Audit Works
A full systems review
We’ll take a close look at your current setup, audit the platforms you’re using and assess your automations and integrations to see what’s working and what’s not.
Clear insights
You’ll get a written report showing what’s underperforming or missing, plus clear, strategic steps to help you optimise your email marketing setup.
Map next steps
We’ll walk through the results in a one-on-one session. I’ll explain what the data means, answer your questions and prioritise next steps.
"We’ve seen stronger client engagement, improved conversion, and increased confidence in a system that works."
Before working with Anna from Yellow Dot Marketing, our email marketing efforts were inconsistent and reactive. While we had strong client relationships, we were losing potential leads through fragmented campaigns and lacked a clear, repeatable system for prioritising and nurturing clients effectively.
Since engaging Anna, our email marketing has become streamlined and far more effective. We’ve seen stronger client engagement, improved conversion, and increased confidence in a system that works. Importantly, this has translated into more meaningful conversations and direct client referrals.
Anna’s working style is professional, strategic, and refreshingly easy to work with. She is reliable, thoughtful, and brings a strong commercial lens to everything she does. Rather than simply delivering marketing tactics, Anna acts as a trusted partner who helps drive sustainable, client-led growth.
- Katherine Chapman
CEO & Founder | CSLB Asia
Other Marketing Services
Workflow Design & System Set Up
Link everything together and make it work as one system
Full customer journey map, connect your CRM, forms and email tools to make sure every step is integrated, tracked and working in sync so you don't miss leads.
Marketing Strategy Service
Clarify your direction and get focused fast
Build a strategy that connects your offers, audience and marketing goals. We’ll map where you’re heading and outline clear next steps. You’ll walk away with renewed clarity and a solid action plan.
Marketing Support & Management
Maintain momentum with expert monthly support
Monthly email list cleaning, automation reviews, campaign builds and reporting so your team stays focused while your system quietly drives conversions.
Not sure what you need?
Let’s talk and map it out together.
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