Marketing Audit & Plan

Strategy. Direction. And a Plan You Can Actually Follow.

“Gwen performed an audit on all of my social media sites, as well as my website and created a highly detailed marketing review analyzing what I am currently utilizing and how to optimize my content reach.

The report was chock full of so many amazing tips, tricks, ideas and strategies I can use to help grow my business.”

You’ve done all the things:

Downloaded freebies
Taken courses
Saved “tips and tricks” Reels & TikToks (maybe even mine!)

But your marketing still feels like a scattered mix of ideas with no clear path forward. You're still not really sure what is actually working or how to get more leads and clients for your business.

But what if you had a clear, personalized plan created just for you and based on your business and your goals?

What the Marketing Audit & Plan Gives You

This isn’t a course. It’s not a generic checklist. It’s a deep-dive marketing audit that looks at every piece of your marketing and is paired with a custom plan built by someone who understands how all your marketing pieces fit together.

By the end, you’ll walk away with:

  • A custom marketing strategy built around your goals, offers, and capacity.

  • A clear picture of what’s working, what’s wasting your time, and what needs improvement.

  • A simplified content plan for social media, email, SEO, and more (designed for sustainability).

  • Specific recommendations and timelines so you know exactly what to do next.

Past Clients Have...

  • Launched new offers with direction and confidence.

  • Created sustainable marketing systems that saved time and reduced stress.

  • Gone from “I don’t know where to start” to “I’ve never felt so clear.”

What’s Included:

Two 1:1 Strategy Calls (90 Minutes Each)

We’ll start with a call to dive into your business, goals, and current marketing.

Once your audit is complete, we’ll meet again to walk through your custom plan, answer questions, and make sure you feel confident implementing it.

Comprehensive Marketing Audit

An expert review of your website, SEO, social media, email, and content, plus tailored recommendations that align with your strengths and available time.

Custom Written Marketing Plan

A prioritized, step-by-step plan with timelines and focus areas so you can implement without second-guessing yourself.

Additional Resources

Templates, checklists, and tools (as needed) to help you execute your plan efficiently.

7 Days of Follow-Up Email Support

Ask questions, share drafts, or get feedback as you start implementing.

Perfect For You If:

  • You’re overwhelmed and stuck in decision paralysis.

  • You’ve been DIY’ing and want an expert to help you see the big picture.

  • You need a plan that works with your schedule, not against it.

  • You want personalized support without committing to a larger package or ongoing work.

  • You’re ready to stop guessing and start making progress.

Investment: $1800

Includes the full audit, two strategy sessions, your custom written plan, and a week of follow-up support.

The cost can be applied toward marketing coaching for ongoing support if booked within 60 days.

Ready to Ditch the Guesswork?

The Marketing Audit & Plan is your first step toward calm, confident, and strategic marketing.

 

“I’m incredibly grateful for the opportunity to work with Gwen on developing a marketing strategy for our small business.

Gwen provided clear, actionable steps that transformed what could have been an overwhelming process into a series of achievable goals.

Thanks to her guidance, I now feel confident in a range of marketing strategies, from SEO and social media to crafting effective blogs and newsletters. Gwen truly has a talent for breaking down complex concepts and making them accessible, and her support and expertise has been invaluable to our business.”

- Julie, Limitless Van 

FAQs

  • The Marketing Roadmap is perfect for beginners or those just getting started. I break everything down into easy-to-follow steps, so you’ll have the confidence to implement your plan.

  • The entire process takes about 2-3 weeks. This includes time for our initial meeting, audit, strategy creation, and our wrap up session.

  • You’ll have access to additional resources to help you implement.

    And if you find you’d like more support, I’m here to help! You can book one-ff consulting sessions, move forward with three months of 1:1 marketing support, or join my membership for ongoing guidance.

  • Yes! If you decide to move forward with 1:1 support within 60 days, the cost of your roadmap will be deducted from the package price.

  • I’m based in the Pacific Northwest, so we’ll work together to find a time that works for both of us!

  • Absolutely!

“Gwen Montoya is a lifesaver!

She helped me to gain a better understanding of social media advertising, SEO, basic web design/updating, how to market my business more efficiently and most importantly, to trust my voice!

I am the type of person who finds computer and advertising language to be a FOREIGN language.

Gwen explains things clearly and without judgment. She breaks everything down into manageable chunks while also providing “a big picture” so you feel more in touch and in control.

I often feel like a dummy when asking questions about social media, SEO, or anything computer related really, because inevitably, whoever is explaining things to me, uses language I don’t understand, or speaks with an assumption I should already know certain things…which makes me feel more insecure about asking questions, creating a vicious cycle.

With Gwen, my experience couldn’t have been more different. I have left every meeting with her with a better understanding of my marketing strategy, with a template of totally achievable goals, feeling more confident in my abilities and actually excited to take on my own marketing (for once)!”

-Daniele Strawmyre, ready Set GROW