Most agencies start with execution: a rebrand, a new campaign, a content calendar. We start by finding out what your current brand is actually costing you. A brand audit examines where your positioning is unclear, where your messaging is inconsistent across channels, and where a prospect's confusion about what you do, or why you're different, is stretching your sales cycle and suppressing your pricing power. It's the closest thing marketing has to a financial audit: a clear picture of where value is leaking before you spend another dollar trying to create more of it.
A one-time audit report is only useful if someone is accountable for acting on it. Most audits get delivered, reviewed once, and shelved. Because the same team that runs your audit also runs your brand execution, content, and campaigns, findings turn directly into fixes instead of sitting in a slide deck nobody revisits.
The brand audit is a one-time deliverable from a firm that isn't around to act on it
Findings identify problems but don't connect to a specific execution plan
Positioning gaps get rediscovered every time a new vendor or freelancer starts fresh
No one is accountable for whether the recommendations actually get implemented
The audit and the execution sit inside the same subscription and the same team
Every finding maps to a specific action already in your marketing plan
Positioning stays consistent because the same team maintains it going forward
Progress against audit findings shows up in your regular reporting, not a forgotten PDF
For founder-led businesses that need a named senior advisor running their growth strategy and the judgment to govern execution.
$2,375/mo
Monthly strategy session and cadenceAnnual growth planChannel governance against CAC ceilingMonthly commercial performance reportDesign and build - scoped by SOWBench hour allowance includedFor growth-stage businesses where marketing accountability is a board-level concern.
$4,750/mo
Senior growth advisorWeekly strategy and governance cadenceAnnual growth plan - reviewed quarterlyChannel governance against CAC ceilingBoard-ready monthly commercial reportMonthly bench hour allowance - build includedAgency and vendor oversightFor RIAs, broker-dealers, CPA firms, and regulated fintechs. Growth Office - plus the compliance review layer regulated firms require.
$7,750/mo
Everything in Growth OfficeReview against SEC 206(4)-1, FINRA 2210, AICPATestimonial and performance ad frameworkCommunications archive - regulatory standardFull Occams Advisory ecosystem accessMost audits are delivered within two to three weeks of onboarding, covering positioning, messaging, and visual consistency in full.
Yes. An established brand still drifts over time as new content, new hires, and new channels get added without a consistent standard. The audit catches where that drift has already started costing you.
Findings feed directly into your marketing plan. Nothing sits in a report waiting for someone to act on it separately.
