New CMO · First 90-Day Local Marketing Audit

Walk in knowing the truth.

Day 1 as the new CMO. The team is showing you slides. The agency is showing you a dashboard full of green numbers. You need to know what's actually working — and what they're hiding. The 90-day audit shows you.

The Diagnosis

Inherited reports are designed to look good.

The dashboard the previous team built was built to keep them employed. Vanity metrics that always trend up. Conversion definitions that include unqualified events. Attribution models that flatter every channel. Every CMO inherits some version of this — and most don't get to the truth until month 6.

You don't have 6 months.

The 90-day audit cuts through it. Independent assessment of paid spend, organic visibility, conversion tracking accuracy, agency contract health, and the gap between reported performance and actual revenue impact. The honest picture the team won't volunteer.

Truth in 30. Plan in 60. Moving in 90.

The Operation

Three phases. CMO-onboarding playbook.

The 90-day CMO playbook gives you independent intelligence on what you've inherited — fast enough to act, deep enough to act decisively.

Phase 01 · Days 1–30

Local Intelligence Audit

The truth, in writing.

Full audit of inherited marketing operations — paid spend efficiency, organic visibility position, conversion tracking accuracy, agency contract terms. Documented independently, before your team gets a chance to spin it.

  • Paid spend forensic audit
  • Geo-grid visibility baseline
  • Conversion tracking validation
  • Agency contract & deliverable audit
See the audit →
Phase 02 · Days 30–60

Quick-Wins Identification

Show progress fast.

Every audit surfaces 3-5 high-impact, low-friction moves. Conversion tracking fixes that immediately improve reporting accuracy. Wasted-spend reallocations that lift ROAS without new budget. Foundation fixes that unlock stalled organic position. The early wins that buy credibility for the bigger moves.

  • Wasted-spend reallocation plan
  • Conversion tracking quick-fixes
  • GBP foundation gaps closed
  • Board-ready early-win report
Phase 03 · Days 60–90

Clean Ramp Plan

Your 12-month roadmap.

The documented plan you bring to your board, your team, and your agencies — what stays, what changes, what gets replaced, with a realistic 12-month timeline and KPI structure. Built on the audit, not on inherited assumptions.

  • 12-month tactical roadmap
  • KPI tree rebuilt from scratch
  • Agency-vendor evaluation rubric
  • Board-presentation deliverables
See the methodology →
Why this works when others haven't

We've worked with dozens of new CMOs. The patterns are predictable.

New-CMO onboarding has documented patterns — the inherited dashboard problems, the agency-relationship dynamics, the team-defensiveness signals. We've seen them dozens of times. The audit doesn't depend on improvisation.

Reason 01

Independent assessment.

We're not your existing team. We're not your incumbent agency. The audit reports what the data shows, not what's politically convenient. Conflicts of interest disclosed up front.

Reason 02

Speed matched to the role.

New CMOs have to show results fast. The 90-day timeline matches the CMO's actual political window — early wins, documented thesis, board-ready by month 3.

Reason 03

Patterns across categories.

We've audited inherited marketing operations across HVAC, dental, legal, multi-location service brands, franchise systems. The dysfunction patterns repeat; the playbook is documented.

Engagement Options

Three engagements. The 90-day audit starts here.

CMO-onboarding audits typically begin with Local Intelligence and convert into Total Takeover after the 90-day evaluation.
Entry — required before any engagement
Local Intelligence Audit
Competitor authority map, entity weakness audit, realistic timeline projection. A one-time fee. Yours to keep whether or not you engage us.

Organic SEO visibility

Local Authority

SEO across every organic surface — the compounding asset that widens the lead on its own.

  • Website foundation, GBP, citations, reviews
  • Entity-based optimization & content
  • AI-search visibility (GEO / AEO)
Starting at
$3,000/mo
Claim Your Market

Paid search visibility

Paid Surge

Immediate visibility — the fast strike across every paid surface while the asset builds.

  • Google Ads / PPC management
  • Google Local Services Ads
  • Facebook & Instagram advertising
Starting at
$1,500/mo
+ ad spend
Claim Your Market
Recommended

The complete growth marketing stack

Total Takeover

Organic and paid visibility, fully integrated and run by one specialist team. The fast start and the compounding moat, together.

  • Everything in Local Authority
  • Everything in Paid Surge
  • One coordinated operation — no fragmentation
Starting at
$4,500/mo
Start The Takeover
The Next Step

Day 1 starts with the audit.

30-minute strategy call. We scope your 90-day audit, project the timeline, and tell you honestly what's actionable in your first quarter.