Instructions for Use

Before You Start

• Block 3-4 hours of uninterrupted time
• Gather your logins to all marketing platforms (Analytics, social media, email tools etc.)
• Have your financial records handy for budget information
• Work in order - don't skip sections as they build on each other

Start with the Inventory (Sections 1-3)

What you're doing: Making a complete list of everything you currently have

• Go through each platform and tool you use
• Record actual numbers (followers, subscribers, spend) - don't estimate
• Take screenshots of key dashboards if helpful

Time needed: 60-90 minutes

Gather Performance Data (Section 4)

What you're doing: Collecting 6-12 months of actual results

• Pull reports from Google Analytics, social platforms, email tools
• Focus on trends, not just snapshots
• Note seasonal patterns if you see them

Time needed: 45-60 minutes

Analyze What's Working/Broken (Sections 5-6)

What you're doing: Making honest judgments based on your data