Engagement / 01 · Audit & Roadmap
The plan before you spend.
A senior audit of your accounts, tracking, funnel, and offer — plus a 90-day roadmap, quick wins, and a reporting scorecard your team can actually use. Two weeks. White-label. Yours to keep, whether or not we continue together after.
Timeline
2 weeks
From kickoff to handover
Output
6 deliverables
Audit, plan, scorecard, deck
Format
White-label
Branded for your agency
Media Brief / Deliverables
Six things in your hands in two weeks.
Every Blueprint ships the same six artifacts — written for an executive reader, not a platform tab.
- 01
Account & platform audit
Every active account opened, scored, and stack-ranked. We document what's working, what's wasting spend, and what would be the first thing we'd change.
- 02
Tracking & attribution review
Pixels, conversion events, server-side, GA4, CRM hand-off — checked end to end. You'll get a clean list of what's broken and the fix order.
- 03
Offer & funnel teardown
Landing pages, lead forms, qualification, and the path from click to closed deal. The media is only as good as what it lands on.
- 04
90-day campaign roadmap
Sequenced bets by channel, budget allocation logic, and the order we'd ship them in — with risks called out before they cost you money.
- 05
Reporting scorecard
A single scorecard your account managers can deliver to clients without translating from platform jargon. Weekly and monthly cadence.
- 06
Internal talking points
How to position the work to the client, what to push back on, and how to defend the plan in a room full of stakeholders.
Engagement Shape
What two weeks actually look like.
Day 1–3
Kickoff & access
Working session, account access, stakeholder map, and the questions we need answered before we open a single tab.
Day 4–8
Audit & teardown
Accounts, tracking, funnel, offer, and pacing — reviewed by a senior buyer with notes you can act on without us.
Day 9–12
Plan & scorecard
90-day roadmap, channel mix, budget logic, scorecard template, and the talking points behind every recommendation.
Day 13–14
Handover
Live walk-through with your team. You leave with the artifacts, the rationale, and a clear next step — with us or without.
Best Fit
When the Blueprint is the right call.
- You inherited accounts and need an unbiased read before the next QBR
- You're pitching a new client and want a senior plan to lead with
- You suspect tracking is leaking — but no one on the team can prove it
- You're about to scale spend and want a Chief Media Buyer to pressure-test the bet
Not For
When it's not the fit.
- You want a free audit to use as a sales tool
- You're hoping for generic best-practice slides, not a real plan
- You don't actually want anyone to challenge what's currently live
Field Note / Method One-Pager
See the Method behind the Blueprint.
Want to share the approach with a partner or CMO before booking? Grab the one-page Method — the same discipline behind every Blueprint we ship.
Status / Limited slots each quarter
Get the plan before the spend.
Tell us about the accounts. We'll confirm fit, price the engagement, and kick off your Audit & Roadmap inside a week.