Before you spend another dollar on marketing, find out where your current spend is going—and where it should go. We audit everything and show you exactly what's broken, what's working, and what's missing.
Get Your Marketing AuditData from Capstone client audits and industry benchmarks
Most contractors are spending money on marketing. Few know if it's actually working. Can you answer these questions right now?
I know my exact cost per lead by channel—not what vendors tell me, what the data shows.
I know my cost per booked job by channel—the metric that actually matters.
I know exactly which channels to double down on and which ones to cut.
I can prove my vendors are delivering what they promised.
I know exactly where my biggest growth opportunities are hiding.
wasted monthly on underperforming channels
of leads lost to intake leakage
missed opportunities you can't see
If you're guessing, you're wasting money. Every month.
The Solution
A marketing audit replaces guessing with knowing.
We trace every lead back to its source and calculate true cost per lead and cost per booked job by channel—not what vendors tell you, what the data shows.
We mystery shop your phones, test your web form response time, and review call recordings to find where leads are leaking and how to plug the holes.
We evaluate every marketing vendor against clear KPIs and audit your analytics to ensure you're capturing data correctly and making decisions based on truth.
We analyze your top competitors' positioning and vulnerabilities, then deliver a prioritized action plan ranked by impact—so you know exactly where to start.
We dig into 100+ data points across your entire marketing operation. The audit takes 40-60 hours of senior-level work—and it's worth it whether you work with us afterward or not.
Choose the depth that fits your situation. Most clients choose the Comprehensive Audit.
A focused diagnostic of your highest-impact areas. Fast answers on what's working and what's not.
✓ Channel performance analysis
✓ Intake snapshot
✓ Top 5 recommendations
✓ 60-minute working session
Best for: Contractors who want quick clarity on their biggest leaks.
The full diagnostic. We examine every aspect of your marketing and deliver a complete action plan.
✓ Full channel & ROI analysis
✓ Complete intake audit
✓ Vendor scorecards
✓ Competitive gap analysis
✓ Tracking & attribution review
✓ Prioritized action plan
Best for: Contractors who want the full picture before making decisions.
Diagnosis plus a documented execution plan. Know what's broken and exactly how to fix it, week by week.
✓ Everything in Comprehensive
✓ 90-day execution roadmap
✓ Budget reallocation plan
✓ KPI targets & milestones
Best for: Contractors ready to execute but want a clear game plan.
The audit is included in all Fractional CMO engagements. It's how every ongoing relationship begins.
One-time investment. No ongoing commitment required.
We follow a systematic process to evaluate your marketing from every angle. Most audits are complete in 2-3 weeks.
Kickoff call to understand your goals, concerns, and history. We gather access to analytics, ad accounts, CRM, call tracking, vendor contracts, and financial data.
Lead source audit, channel ROI analysis, intake testing (mystery shops), vendor performance review, tracking audit, competitive analysis, and website/SEO review.
Comprehensive audit report delivered. 90-minute presentation and working session. Prioritized recommendations, budget reallocation suggestions, and clear next steps—whether you work with us or not.
Example results from a roofing contractor 6 months after implementing audit recommendations.
Net Result
Same marketing budget. 45% more booked jobs. Cost per job down 22%.
Results vary by market, starting point, and execution quality.
The audit is always step one. What comes next depends on your team and goals.
The audit is how every Fractional CMO engagement begins. It's how we know what to prioritize.
We'll need access to Google Analytics and Search Console, ad platform accounts (Google Ads, Meta, etc.), your CRM or lead tracking system, call tracking platform (if you have one), vendor contracts and recent reports, and basic financial data (marketing spend by channel, revenue). We'll also schedule 2-3 hours of interviews with you and key team members.
Typically 2-3 weeks from kickoff to final presentation. Week 1 is discovery and data collection, week 2 is analysis, and week 3 is report delivery and working session.
Probably. That's the point. We're not here to validate your current approach—we're here to find the truth. If something is working, we'll tell you. If something is wasting money, we'll tell you that too. The audit is only valuable if it's honest.
No. The audit is a standalone deliverable. Many clients take the findings and execute with their own team or existing vendors. Others choose to continue with us for ongoing Fractional CMO support. There's no obligation either way.
Free assessments are typically surface-level reviews designed to sell you services. Our audit is a deep, data-driven analysis with specific findings and actionable recommendations. We charge for it because it takes 40-60 hours of senior-level work—and it's worth it whether you work with us afterward or not.
Yes—in fact, that's common. We audit your agencies' performance objectively. If they're doing great, we'll tell you. If they're underperforming, we'll show you the data. Either way, you'll have clarity.
Then you'll have confidence in your current approach and specific areas to monitor. Not every audit uncovers major problems—some clients are doing better than they thought. That peace of mind is valuable too.
No fluff. No sales pitch in disguise. Just the truth about your marketing—and what to do about it.
Get Your Marketing Audit