The Library / Strategy & positioning

How to run a B2B marketing audit (with the exact checklist)

A B2B marketing audit answers seven questions, in order: how much pipeline marketing actually drives, whether your lead mix matches your deal size, where the funnel leaks, how your presence holds up, where you sit against competitors, how much pipeline is inside your ICP, and which structural risks are quietly compounding.

Most startup marketing audits are graded homework: a spreadsheet of channels, a red-yellow-green for each, a list of tactics to add. That format produces the same advice for every company, which is how you know it’s wrong. A real audit is a diagnosis — and diagnosis is a sequence, because each answer changes what you check next.

The sequence below is the one we run inside Kindling’s free audit, written out so you can run it yourself with a CRM export and an honest hour. We call it the Seven-Check Audit.

Why founders misdiagnose their own marketing

Founders usually arrive at an audit already holding a conclusion: we need more leads, or we should run ads. The actual recurring damage looks different: surviving on word of mouth with no repeatable engine, no tracking of spend or return, pipeline that can’t be traced to any marketing activity, and a go-to-market built by skipping phases — straight from first customers to “scale acquisition” with nothing in between.

The measurement gap alone is bigger than most people admit. In CaliberMind’s 2025 State of Marketing Attribution report, four in ten B2B marketers said they don’t track the pipeline marketing creates at all, and only about half could measure the opportunities it opens. 6sense’s 2025 survey of 634 B2B marketers found just 13% report closed-won revenue to their boards. If teams with full-time marketers can’t draw the line from activity to revenue, a founder doing marketing on the side almost certainly can’t — which is exactly why the audit starts there.

The Seven-Check Audit

1. Marketing contribution split

What percent of leads, and of closed customers, did marketing drive? If marketing drives more than half your sales, suspect a sales problem. If it drives less than 10% of leads, you likely have a marketing problem. Two different diseases; founders routinely treat the wrong one.

2. Motion mix vs deal size

Inbound vs outbound share of leads. Inbound leads have done their research and arrive readier to buy — but they skew smaller. The real question: does your lead-source mix match the deal size your revenue goal requires? The bigger deals almost always live on the outbound side, and outbound is slow to build.

3. The funnel middle

Opportunity-to-won rate and cycle length. Average B2B new-business win rates ran 19% in 2025 across 655,000 opportunities analyzed by Ebsta and Pavilion; typical healthy ranges sit at 20–30%, with top performers above 30%. If you’re well under that, “not enough leads” isn’t your problem — leads aren’t closing.

4. Presence vitals

Site load speed, organic traffic share, and LinkedIn cadence — the company account and the founder measured separately, because they do different jobs. These come from a scan, not from opinion.

5. Brand vs market

Walk your competitors’ homepages, then apply the 10-second test to your own: can a stranger say what you are, who it’s for, and why it’s different? Nielsen Norman Group’s research on page abandonment found the first 10 seconds decide whether a visitor stays at all.

6. The ICP test

The number that keeps everyone honest: what percent of your current pipeline is inside your ICP? Heavy inbound reliance usually means the ICP isn’t actually being reached — verify, don’t assume.

7. Structural checks

ACV-motion coherence (an ACV under ~$5K can’t feed outbound math; over ~$25K rarely grows self-serve), channel concentration (one source above ~70% of leads is fragility, not focus), proof assets (is there a case study with a number in it anywhere?), and churn — the leak marketing can’t fix.

The word-of-mouth trap

The most common finding at seed stage deserves its own section. Word of mouth feels like product-market fit — people love the product enough to refer their friends, and the friends close fast. But referred customers are friendlies. The test of a repeatable engine is strangers, and word of mouth is not a channel you can turn up when the quarter needs it. An honest audit gives word of mouth its due — it’s real evidence people love the product — and then asks the uncomfortable question: what happens when the founder’s network runs out?

Placement, not verdicts

A good audit never ends with a grade. It ends with a placement — twice.

First, on product-market fit. First Round Capital’s framework describes four levels — nascent, developing, strong, extreme — and the useful question is never “do we have PMF” but which level are we at, because the right marketing at the wrong level is wasted. Inbound emerging and referrals compounding is a “strong” signal; a handful of happy friendlies is nascent, and that’s fine — it just prescribes different work.

Second, on go-to-market maturity. Most seed-stage companies with word-of-mouth traction have effectively skipped phases: they went to market without a market map, a customer-evidence ICP, or a measurement spine, and jumped straight to acquisition. The audit names the skipped phases explicitly, because the 90-day plan writes itself from the gaps. The gate we use for the measurement phase is one question: can you forecast next month’s qualified pipeline with reasonable confidence? If not, that phase isn’t done — and spending on acquisition before it’s done is how ad budgets disappear without a trace.

What to do with the results

An audit that ends in a document failed. It should end in three things: the one or two problems that explain most of the symptoms, a placement that says which phase of work comes next, and the inputs for a plan — the pipeline math worked backward from your revenue goal, and two or three plays that fit your motion and your hours. That plan is its own discipline, and we’ve written the 90-day version of it here.

Run the checklist yourself this week — it costs an afternoon. Or let Kindling run it for you in about ten minutes: the free audit reads your site the way a stranger would, walks your competitors’ homepages, runs this exact sequence, and names the biggest leaks plainly. Either way, someone should run it before the next dollar gets spent.

Common questions

What is a B2B marketing audit?

A B2B marketing audit is a structured diagnosis of where your marketing actually stands: how much pipeline it drives, whether your lead sources match the deals you need, where your funnel leaks, and where you sit against competitors. Done well, it is a decision tree — each answer determines what to check next — not a checklist of channels to grade.

How do I audit my startup’s marketing myself?

Run seven checks in order: marketing’s share of leads and customers; inbound vs outbound mix against your target deal size; opportunity-to-won rate and cycle length; presence vitals (site speed, organic share, LinkedIn cadence); competitor positioning and the 10-second homepage test; percent of pipeline inside your ICP; and structural risks like channel concentration or ACV-motion mismatch. Most solo teams can do this in a focused afternoon with CRM exports and honest answers.

How often should a startup audit its marketing?

Quarterly is the practical rhythm for seed to Series B: long enough for plays to show real signal, short enough that a misdiagnosis costs you one quarter instead of four. Re-audit sooner if something structural changes — pricing, ICP, sales motion, or a fundraise.

What should a marketing audit include?

At minimum: marketing’s contribution to pipeline and revenue, lead-source mix vs required deal size, funnel conversion rates against benchmarks (average B2B win rates were 19–21% in 2025 per Ebsta and Pavilion’s GTM Benchmarks), positioning vs named competitors, percent of pipeline inside ICP, and a placement on a go-to-market maturity ladder so the plan knows which phases were skipped.

Is word of mouth a marketing channel?

No — and treating it like one is the most common audit finding at seed stage. Word of mouth feels like product-market fit because people who love the product refer their friends. But referrals are friendlies; the test of a repeatable engine is whether strangers buy. An audit honors word of mouth honestly, then asks what happens when it runs out.

Or let the audit run itself

Kindling’s free audit runs the Seven-Check sequence on your actual site, competitors, and answers — and tells you what’s leaking and what to fix first.

Start with the free audit

Free. About ten minutes. No card required.

Sources: Ebsta × Pavilion 2025 GTM Benchmarks Report (655K opportunities); CaliberMind 2025 State of Marketing Attribution; 6sense State of B2B Marketing Metrics 2025; Nielsen Norman Group on page abandonment; First Round Capital’s Four Levels of Product-Market Fit. Benchmarks move — treat ranges as priors to beat with your own data.