Discovery & audit
A clear picture of where you are now: channels, data, competitors.
Understand
There are more channels, tools and opinions than ever. We cut through the noise to give you a clear, practical plan built on evidence — what to do first, what to stop doing, and how you’ll know it’s working.
We’re doing lots, but is any of it working?
We’ll show you what’s actually driving results.
Everyone has an opinion on what we should do.
We’ll give you evidence, not opinions.
Our last strategy is sitting in a drawer.
We’ll give you a plan your team will actually use.

Our approach
Goal: grow online membership sign-ups by 30%. The plan: Now: Analytics, Landing pages, CRM. Next: SEO, Email, Google Ads. Later: Instagram, Video, Webinars.
Every channel is shouting for attention.
Illustrative example.
What you get
A clear picture of where you are now: channels, data, competitors.
Who you’re trying to reach, and what they need from you.
Clear goals and the few numbers that actually show progress.
Where to focus, where to hold back, and why.
A Now / Next / Later plan with owners and timings.
GA4 and reporting set up to track what matters.
Industry-standard tools, set up properly, so your data stays accurate and yours.
Process
Stakeholder interviews and a review of what you have.
DeliverableDiscovery summary
Data, audiences, competitors and channels.
DeliverableInsight report
Goals, priorities and a channel plan.
DeliverableDigital strategy
Turn it into actions, owners and measures.
DeliverableNow / Next / Later roadmap
The output
Short enough to read in one sitting, and to come back to every month.
No jargon or buzzwords, so everyone on your team knows what to do.
Each action links back to your data, your audiences or what we found in discovery.
FAQs
Most strategies take between four and eight weeks, depending on how many people we need to speak to and how much data there is to review. We’ll agree a timeline with you at the start, with clear check-ins along the way so there are no surprises.
We work with charities, membership bodies, public sector teams and businesses, from small teams of a few people to large national organisations. We scale the work to fit, so a smaller organisation gets a focused plan rather than a cut-down version of a big one.
If you’d like us to, yes. Many clients ask us to deliver parts of the roadmap, such as SEO, paid ads or social media. Others deliver it in-house. Either way, the plan is written so your team can act on it.
It helps a lot. Read-only access to tools like GA4, Search Console and your ad or social accounts lets us base recommendations on what’s really happening. If your tracking isn’t set up properly, we’ll flag it and include fixing it in the plan.
A marketing plan usually covers campaigns and activity for the year ahead. A digital strategy steps back further: it looks at your goals, your audiences and every digital channel, then decides where to focus and what to stop. Your marketing plan can then sit underneath it.
It depends on the scope: how many audiences and channels are involved, how many people we need to speak to, and how much data there is to review. Get in touch and tell us what you’re trying to achieve, and we’ll come back with a clear, fixed quote.
Related services
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From SEO to paid ads and social media, our Engage services help you deliver the roadmap and reach the right people.
Get in touch
Tell us where you are and what you’re trying to achieve. We’ll come back with an honest view of where to start.
A free, no-pressure conversation about what your customers are doing and what to do about it.
Book a discovery call