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How Can Agents Audit Their Marketing Systems Before The Rush?

How Can Agents Audit Their Marketing Systems Before The Rush?

March 03, 20257 min read

As busy seasons approach, you might be asking, "How can agents audit their marketing systems before the rush?". It's a vital question to ask. Understanding and addressing this now prevents significant issues later when time is scarce.

Regularly reviewing and refining your digital marketing plan through a marketing audit provides greater clarity. This positions you for smoother operations when things inevitably pick up and ensures you stay on top of your marketing systems.

Unlock your potential with AI-powered solutions tailored to your real estate needs. Save time, grow faster, and work smarter. Schedule your discovery session now at lesix.agency/discovery.

Setting Clear Goals and Objectives for a Marketing Audit

How can agents audit their marketing systems before the rush? Begin your marketing audit by clearly defining the objectives of your marketing plan. Are you aiming to increase lead generation, boost brand awareness, or enhance customer engagement?

Each marketing goal should be evaluated against the SMART criteria. Goals must be specific, measurable, attainable, relevant, and time-bound.

Assess your current market position, competitor activities, and market dynamics. Define your top three to five SMART marketing goals that will guide your marketing plan. These goals need to act as a guide for your key objectives and goals to begin with in your digital marketing audit.

Documenting All Key Marketing Objectives

Record all major marketing objectives in an accessible format. Each objective should align with at least one specific, measurable goal.

For each objective, specify a quantifiable goal. For example, aim to increase organic traffic to your agent website by 25% within the next six months.

Aligning Your Marketing Strategies with Business Goals

It's essential that marketing efforts align with broader company goals. Without proper alignment, plans, and budgets can result in wasted effort.

Marketing goals should foster growth, customer engagement, and team alignment. Misalignment between key players can lead to significant challenges.

It's essential that marketing efforts align with broader company goals. Without proper alignment, plans, and budgets can result in wasted effort.

Assessing Current Marketing Performance

Review your current performance against established goals. Gather data and analyze key performance indicators (KPIs) across all platforms, including social media, email marketing, and paid advertising. Key performance indicators are vital to determine what's working with your content marketing.

Thoroughly examine all marketing systems. Verify that tracking methods, processes, and reports accurately reflect how your marketing efforts are managed.

If data from your marketing audit shows you're consistently missing goals, investigate the reasons. Low engagement on social media might indicate irrelevant content or poor audience targeting, requiring a customer profile reassessment. Understanding your ideal customer and what's working or what isn't is essential for making the best adjustments.

Reviewing Existing Marketing Processes and Systems

Evaluate how well your current systems support daily operations and data quality. Make sure your tools effectively track actions.

Start with a tool that scans your sitemap, identifies SEO errors, and analyzes internal linking issues. SiteChecker Pro is an excellent tool to improve your technical marketing foundation.

Maintain a centralized location for accessing performance metrics, eliminating data silos. Address data quality issues promptly, as inaccurate data is useless for planning.

Detailing Your Customer's Interactions and Paths

Create a detailed map of the customer journey, from initial awareness to final purchase, across all touchpoints. Outline key stages like discovery, research, comparison, and purchase.

Identify typical actions at each stage. Examples include reading a blog post, downloading a brochure, attending an open house, comparing properties, and consulting with loan officers.

Identify pain points, such as confusing website navigation or unanswered questions. These issues can deter potential clients and drive them to other real estate professionals.

Checking Data Collection Methods and Sources

Examine all methods of collecting market and user data. Evaluate how your marketing systems gather this information.

Confirm that data collection complies with privacy laws. Check adherence to industry standards like GDPR for handling personal customer information.

Looking at What Competitors Do

Analyze competitor activities, including advertising, pricing, and content strategies. Utilize tools like Ahrefs to gather data and assess competitor marketing strategies.

Study industry leaders to identify trends and benchmarks. It may be impractical to monitor every competitor, but you should create a solid selection of sources for reference.

Testing Your Website and Content

Evaluate website design, content clarity, impact, and adherence to E-E-A-T (Expertise, Experience, Authoritativeness, and Trustworthiness) standards. Doing an SEO audit of your website's keyword positioning may also prove valuable.

About 38% of users will stop engaging with a website if the design is unattractive. Usability significantly influences purchasing decisions. Pages that load in approximately two seconds have bounce rates around 9%, while slower load times, like five seconds, increase the bounce rate to nearly 38%.

Auditing Social Media Engagement and Strategy

Your marketing audit should also assess the effectiveness of your posts, interactions, and audience responses on used social networks. Evaluate key metrics like post reach for each platform and determine the next steps.

Continuously adapt to changing audience behaviors on social media platforms. Use monitoring tools like BuzzSumo to track engagement metrics and identify popular posts.

Evaluating Paid Advertising Efficiency

Paid media channels require careful management, including consistent monitoring, budget adherence, and performance optimization. Analyze spending, conversion rates, and costs on platforms like Google Ads.

Studies show that businesses often waste up to 76% of their ad spend. This wasted budget is typically allocated to ineffective keywords that don't deliver value.

Optimizing SEO Efforts and Keyword Targeting

Review all on-page SEO strategies, including keyword targeting, meta tags, and content structure. Confirm alignment with best SEO practices and conduct an audit of your keyword positioning.

Monitor keyword performance using SEO tools like SEMrush to track rankings. Expand your keyword list as topics evolve; research indicates that companies auditing content can achieve a 30% increase in search traffic. For additional support, learn how to do keyword research.

Review all on-page SEO strategies, including keyword targeting, meta tags, and content structure. Confirm alignment with best SEO practices and conduct an audit of your keyword positioning.

Reviewing Customer Feedback and Online Reviews

Your marketing audit should include gathering and analyzing feedback from online reviews. As many as 93% of consumers assess seller reputation through feedback from previous buyers before making a purchase.

Check third-party sites and social networks. Look at feedback shared via emails, messages, and website forms, as 84% of customers address their needs and concerns online.

Leveraging Tools and Software for Analysis

Utilize specialized tools and software to conduct comprehensive marketing audits. Doing a marketing audit of your systems would take time and these systems increase efficiency and quickly reveal blind spots.

One valuable resource for analyzing website traffic is Google Analytics. These tracking tools provide visibility into various crucial aspects and help uncover opportunities.

Summarizing Audit Findings and Next Steps

Consolidate marketing audit findings to inform future actions. Categorize insights from your audit checklist and areas needing improvement.

Prioritize items based on their impact, favoring quick wins over less impactful or resource-intensive changes. A tool like ClickUp can assist with this prioritization.

Planning Long-Term Improvements Based on Audit Results

Develop long-term plans and implement necessary updates identified during the marketing audit. Consider factors like staffing a marketing team, skills, and technology investments.

Incorporate insights from studies and reviews. Establish feedback systems from various sales-enablement tactics, such as in-person interactions at open houses or online engagements.

FAQs about How can agents audit their marketing systems before the rush?

What are the six types of marketing audits?

The six types of marketing audits include audits of the marketing environment, organization, strategy, systems, productivity, and function. Each marketing audit provides a different view on current marketing efforts.

What are the six steps of a marketing audit?

The steps of a marketing audit include setting goals, assessing performance, documenting processes, reviewing budgets, summarizing findings, and scheduling future audits.

What is the first step of the agency's audit process?

The initial step of a marketing audit typically involves reviewing existing activities, content, assets, and processes. Expert professionals conduct thorough reviews, leaving no aspect unexamined.

How do you audit sales and marketing?

Integrate data from various sources—such as calls and client feedback—to understand customer needs and evaluate operations. Analyze sales funnels to track customer progression and identify potential drop-off points. You may also do an additional analysis of your content and customer journey.

Conclusion

Addressing potential issues proactively via a marketing audit is crucial for businesses, helping maintain smooth operations during busy periods. Through careful evaluation, professionals can enhance their capabilities.

How can agents audit their marketing systems before the rush? Continuous monitoring and adjustment of strategies help maximize customer reach, engagement, and satisfaction. This also helps to create insights into customer behavior, ultimately streamlining processes.

Ready to take your real estate success to the next level? Schedule your discovery session today at lesix.agency/discovery. Stay ahead with tips and insights—subscribe to our newsletter at lesix.agency/newsletter.

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