The Planning to Scale™ Audit
Is your marketing working as hard as you are? Find out before you spend another quarter guessing.
One senior level review of your whole marketing operation. A plain English report of exactly what is working, what is not, and what to fix first.
Twenty minutes. No intake forms, no account manager, no pitch deck.
A few of the brands I have led marketing for
You are spending. But is it working?
You built a real brand. You invested in media. You may have a marketing director, an agency, a handful of reps, or all three.
Every partner shows up with a good month. ROAS is up, impressions are up, the email deck looks great. Then you open the P&L and the story does not match.
Each of them is telling you the truth about their slice, and none of them can see the whole business, because none of them are in it. Nothing looks broken inside any single report. It is broken in the space between them.
That is exactly what the Planning to Scale™ Audit was built to fix.
Senior level clarity. 20+ years.
A second opinion from someone who has actually run it.
At your stage you do not need another vendor to manage. You need a senior partner who sits inside the business, ties every channel and every partner to one plan, and treats your margin like her own.
Twenty years scaling brands, ten of them inside unicorn e-commerce businesses. I founded Leapcrest® in 2012 and have led marketing for 6 to 8 figure companies since, including tripling an e-commerce brand from just under $10M to $30M a year in revenue over three years.
Twenty plus years of traditional and digital media buying. Multi-channel campaigns across TV, CTV, social, digital and influencer. The Functional Marketing Framework™ to align campaigns, KPIs and SOPs. And AI-enabled workflows that automate execution while the strategy stays human led.
The person who audits your marketing is the person who would lead it. No account manager, no junior analyst, no handoff.
Verticals and frameworks
The cost of waiting
Every quarter you wait is a quarter of wasted spend.
Without a senior level read of the whole operation, here is what continues:
Budget quietly draining. Spend keeps flowing into campaigns that report well and underperform. You only see it in the blended number, months later.
Decisions made on incomplete data. Three partners, three definitions of a win, three versions of the truth. The longer you build on that, the more expensive it is to correct.
Competitors taking the share you leave. Market share you are leaving on the table does not sit there waiting. The brands taking your shelf space committed to a plan two quarters ago.
A good marketing director aimed at the wrong work. Capable and busy, and the work is not attached to the goals it is supposed to move, because nobody above them is setting the strategy.
Your competitors are not waiting. Your spend is not pausing while you figure it out.
What it is
What is the Planning to Scale™ Audit?
A roadmap to predictable growth, built for your business. Not a template with your logo on it.
A clear diagnosis
What your marketing is actually doing, across every channel and every partner, written in plain English rather than platform language.
Your Big Three KPIs
The three numbers your business should run on, chosen to fit how you actually make money. Everything else is noise.
The 90-Day Roadmap
A short sequence of projects with owners and dates. Not a wish list. Something your team knows how to say no to.
Quick wins identified
We look for opportunities and gaps. What you can fix in the next thirty days without new budget and without new headcount.
Agency and partner assessment
Who is earning their retainer, who is reporting only on their own slice, and where budget is leaking in between.
Honest recommendations
Including the ones you will not enjoy hearing. Nothing in the report is written to sell you the next engagement.
This is not a surface level scorecard. It is a senior level review of market, message, media, machine and team, scored against your real numbers.
One senior leader tying your strategy, your creative, and every agency and rep you pay into a single plan.
Where we start
Every engagement starts with a discovery call.
Twenty minutes to understand where the business is and what is in the way. From there we pick the right starting point. There are two.
Starting point one
Half-Day Strategy Consult
One focused working session for brands that need an answer quickly on a specific decision.
- A working session on the decision in front of you
- Marketing strategy and systems reviewed at a high level
- One to three priority gaps named
- A written recommendation after the session
Half a day, start to finishBest when you already know the question and need a senior answer fast.
Starting point two
The Planning to Scale™ Audit
A 30-day strategic review of the whole marketing operation. The full picture before you commit budget or headcount to anything.
- Full examination of market, message, media, machine and team
- Retention, email, and conversion review
- Every agency, rep, and partner assessed against what they are paid
- Workflow, ownership, and AI opportunities inside your systems
- Prioritized scorecard, Big Three KPIs, and the 90-Day Roadmap
- A 90 minute live walkthrough of every finding
Thirty days, end to endThe diagnostic that starts most engagements. Yours to keep either way.
We decide which one is right on the call. If neither is, I will tell you and do my best to point you to someone who is.
The process
Here is exactly what happens.
01
Discovery call
Twenty minutes on where the business is, where you wanted it to be by now, and what is in the way. We choose the starting point together. You will leave with at least one thing you can act on.
20 minutes
02
I go deep
I personally go through every channel, every partner report, your strategy, your customer journey, and the numbers underneath them. No junior analysts. No templated checklist.
Half a day or thirty days
03
You get clarity
A written report of what is working, what is wasting money, and what to fix first, followed by a live walkthrough where I present every finding and answer every question.
Live walkthrough
What founders say
“Working with Kim has been a complete game-changer for CordaRoy’s. Her Fractional CMO services provided the strategic leadership we needed to align our marketing efforts, optimize our campaigns, and drive real growth. She quickly identified gaps in our strategy and implemented systems that streamlined our processes and increased efficiency across the board.”
Byron YoungFounder and CEO, CordaRoy’s
“Kim was recommended to me by one of the most successful entrepreneurs I know. She seemed genuinely interested in my business and even though I was fairly busy before, she has blown it out of the water for me. In 25 years, my office has never been so booked.”
Scott KoppelFamily Podiatry“I rarely leave reviews but Kim went above and beyond and delivered beyond our expectations. I strongly recommend working with them to meet your marketing needs.”
Michael LauzardoKeira Grace Foundation“I love working with Kim and her team. They are great.”
Cherie FinePartner, Fine, Farkash and ParlapianoReady when you are
Ready to find out what your marketing is really doing?
You have worked too hard to let a fragmented marketing operation quietly erode your margin. One senior level review could be the clearest decision you make this quarter.
What the Planning to Scale™ Audit includes
Full review of market, message, media, machine and team, a written report in plain English, your Big Three KPIs, the 90-Day Roadmap, and a live walkthrough. Conducted personally by Kim Snell.
I only run a handful of audits each month. Most of my time goes to fractional CMO clients, so availability is genuinely limited rather than a scarcity tactic.
Next step
You are one call from clarity.
No intake forms. No account managers. Pick a time and we will get to work.
Booking the call commits you to nothing. It is twenty minutes to make sure the Planning to Scale™ Audit is the right fit for your brand.
Questions
A few things founders usually ask.
We already work with an agency. Is this still useful?
That is usually the best reason to do it. The audit is independent of every partner you pay, which makes it the only read you will get that is not written by someone protecting their own scope. Plenty of clients keep their agencies afterward. They just hold them to a plan.
I already have a marketing director. Why would I hire you?
Because I am not there to do their job. I set the high level strategy, and I am here to make your marketing director look good. I actually prefer a marketing director in the business. It means someone owns execution day to day while I own the plan they are executing against, and the agencies and reps finally have one direction to run in.
Will this be a sales pitch for your retainer?
No. The audit stands on its own and you keep everything it produces. Some brands hire me to lead the plan afterward. Plenty run it themselves with their own team, which is a completely fine outcome.
How is this different from a free audit?
A free audit is a lead magnet built to find something wrong so somebody can sell you the fix. This is paid work by a senior operator who has led marketing from inside real businesses for twenty years, and it covers strategy, customer journey, media, systems, and team, not just an ad account.
How do I know which starting point is right?
That is what the discovery call is for. If you have one decision in front of you and need a senior answer quickly, the half-day consult is usually enough. If the whole operation feels off and you cannot point at why, the 30-day audit is the right call.
How long until I get the report?
The half-day consult produces a written recommendation within a few days of the session. The Planning to Scale™ Audit runs thirty days, and the written report reaches you before the walkthrough so you have time to read it and come with questions.
Not sure yet?
Start with a twenty minute discovery call.
We will talk through where the business is and whether the audit is the right next move. You will likely leave with at least one takeaway you can implement. If I am not the right answer, I will tell you and do my best to point you to someone who is.
