Step Two — the Flagship Project

The Marketing Transformation Audit.

A measured review of how your marketing actually operates, done from the inside. Where AI can genuinely serve your brand — and where it cannot — only becomes clear when you go deep. The audit is that work, done in full: the opportunities that matter, the risks that don't show on the surface, and the plan for what to change, what to protect, and what to build.

Ten reports. Each one yours to keep.

Duration 4–6 weeks
What you get The findings, and the plan.
Pricing Fixed fee, on application
Format Remote, with on-site sessions
What gets reviewed

The marketing, from the inside.

I. Team & People

  • How your team is structured and what each member actually does
  • Who is asked to execute which tasks, and why
  • Pain points, pressure points, where work breaks down
  • Skill levels and the realistic capacity to absorb change

II. Systems & Tools

  • All systems and tools used across marketing tasks
  • All reports, sheets and files in the day-to-day workflow
  • Duplication, fragility, and AI compatibility
  • Where the stack absorbs change with minimal disruption

III. Communications & Dependencies

  • How your team talks to itself
  • How marketing talks to the rest of your business
  • Cross-departmental interactions and the dependencies beneath them
  • Downstream consequences of marketing outputs

IV. Process

  • How work moves through your marketing — brief to delivery
  • How decisions get made, and how approvals actually happen
  • Where high-value work is being done by the wrong skills
  • Where human expertise is genuinely required
The Deliverables

The findings, and the plan.

Each deliverable is a standalone report, yours to keep. Together they form a complete picture of how your marketing actually works — and a clear path for what comes next.

01
FoundationThe Brand Guardrail Framework
The first report produced, and the one that governs everything that follows. A written framework defining what cannot change in your brand — regardless of what AI makes possible. Voice, tone, quality thresholds, client-facing standards, and the intangible elements that define your luxury positioning. Every finding that follows is weighed against it. Drawn from — Stakeholder interviews · Brand positioning review · Client-facing outputs
02
StructureThe Marketing Blueprint
A picture of how your marketing team actually operates — distinct from how it appears on paper. Team structure, real time allocation per role, task ownership, how work is briefed and approved, and where the process quietly breaks down. The operational foundation everything else is built on. Drawn from — Team interviews · Time allocation per member · Internal communications review
03
StackThe Tech & Tools Audit
A complete inventory of every system, platform, file and asset your team relies on. Mapped for duplication, fragility, and AI compatibility. Shows where your stack is working, where it is creating friction, and where it is positioned to absorb integration with minimal disruption. Drawn from — Systems review · Files and sheets audit · Tool usage mapping
04
ValueThe Task & Value Matrix
Every significant marketing task plotted against two axes: skill required and value delivered. A clear visual map of where AI can step in without risk, where it can augment without compromise, and where human expertise must be explicitly protected. For your brand, the most commercially important report in the audit. Drawn from — Task execution mapping · Time allocation review · Pain point interviews
05
PeopleThe Readiness Assessment
An honest evaluation of your team's capacity to absorb change — skill levels, confidence, likely adoption friction, and where resistance is most likely to surface. For luxury brands this matters more than most realise: a poorly adopted implementation damages brand quality quietly, not loudly. Includes specific recommendations on team enablement. Drawn from — Individual and group interviews · Task and skill mapping · Cross-departmental review
06
ConnectionThe Dependency Map
A structured view of how your marketing connects to the rest of your business — cross-departmental interactions, shared dependencies, and the downstream consequences of every marketing decision. Essential because AI implementation in one area always creates ripple effects elsewhere. Most implementations fail here because nobody mapped it first. Drawn from — Cross-departmental review · Inter-departmental communications audit
07
Highest-Risk, Highest-RewardThe Content & Reporting Assessment
A dedicated finding on the two highest-impact areas for AI in any marketing operation — and for luxury brands, the two highest-risk. Covers content creation from brief to distribution, and reporting from data to stakeholder output. Identifies where AI improves speed and consistency, and where it threatens brand quality. Drawn from — Content process review · Reporting process review · Approval workflows
08
MomentumThe Quick Wins Report
A short, standalone report — separate from the strategic roadmap — identifying two to five changes that can be implemented immediately. Low risk, high visibility, actionable within a short period of time. Drawn from — All audit findings, filtered against the Brand Guardrail Framework
09
The PlanThe AI Integration Roadmap
The full strategic recommendation for your brand. What gets automated, what gets augmented, what stays entirely human — sequenced by priority, governed by the Brand Guardrail Framework, and weighed against your team's realistic readiness. Includes tool and system recommendations and a twelve-month horizon view. The plan your business implements against. Drawn from — All eight preceding deliverables
10
AlignmentThe Findings Session
A working session — not a presentation — to walk through every finding, discuss priorities, and answer the questions that emerge when the work is read in full. The format adapts to you: a focused one-on-one, a small team discussion, or something in between. The goal is alignment and clarity before any implementation decision is made. All deliverables are provided in advance, so the conversation is substantive rather than introductory. Drawn from — All deliverables provided in advance
After the audit

The 30-Day Check-In.

Included in every audit, regardless of whether you continue to implementation.

A structured 60-minute session 30 days after the Findings Session — to review progress on the Quick Wins, answer the questions that have emerged internally, and assess readiness for what comes next.

The relationship stays open. The door to the next phase, explicitly ajar.

Begin with a conversation.

Engagements are accepted by application. The first conversation is exploratory, confidential, and obligation-free.

Get in touch