Digital marketing audit for membership organisations

Find out why your members go quiet.

We look at your website, CRM, email, paid media and data together, hear from your members and staff, and give you a ranked plan: quick wins first, bigger projects in order.

  • Website, CRM, email, paid media, search and reporting reviewed together
  • Members and staff heard through surveys, interviews and workshops
  • Every change ranked by impact and effort
  • A plan on a page, and a call to walk you through it

HubSpot Platinum Partner · Google Partner · Meta Business Partner

  • Biochemical Society
  • IWFM
  • Countryside Alliance
  • SGI-UK

Ask about an audit

We reply by email to arrange a free first call. Prefer to pick a time yourself? The calendar is just below.

Book a time

Pick a time for your audit call.

A free video call with Ifigenia Arampelou, our Chief Marketing Officer, to hear where you are and what you want from the audit. No preparation needed.

Open the calendar in a new tab

Scope

What the audit covers.

The places where members are won, kept or lost.

  • Website

    Joining, renewing and finding things, tested from a member's phone.

  • CRM and data

    One record per member, or several systems that disagree.

  • Email and WhatsApp

    What members receive, what they open, and what they never see.

  • Paid media

    Google, Meta and LinkedIn spend, judged by members won, not clicks.

  • Search

    How people find you, and the searches you pay for that would come anyway.

  • Integrations

    Events, payments and membership systems, and the jobs still done by hand.

  • Reporting

    Whether you can see which campaign brought each member.

  • Content

    What you publish, who it is for, and what members actually read.

The method

How the audit runs.

People first, then systems, then a plan you can act on.

  1. Listen

    Short workshops with your team, and surveys or interviews with members, so we know what they need.

  2. Look

    Website, CRM, email, paid media, search, data and reporting reviewed together, from a member's point of view.

  3. Rank

    Each finding placed on an impact and effort matrix: quick wins, major projects, fill-ins and the ones to drop.

  4. Plan

    A plan on a page, in order, and a call to walk your team through it. You can run it yourselves or with us.

Where it led

From an audit to a new member CRM in months.

In 2022 we audited the Biochemical Society's digital set-up: surveys, focus groups and interviews, then a review of every system. The Society and its suppliers then delivered the phased roadmap: a new membership CRM, live in November 2022, and a new website with better search.

The Society reports 4,536 members in the new CRM's first full year (Trustees' Report, 2023).

Read the Biochemical Society case study

Results

What membership bodies did next.

  • 150,000+Countryside Alliance supporter records moved out of Microsoft Dynamics 365 in 2024, history included
  • £50,000+raised by one WhatsApp donations appeal for Countryside Alliance
  • Around27,000SGI-UK contacts, about 15,000 of them members, moving onto HubSpot in stages

Countryside Alliance: our published case study (the 2024 migration, and the WhatsApp appeal, October 2025 to January 2026). SGI-UK: project records, 2026. Figures rounded.

Questions about the audit.

Who carries out the audit?

The people who would do the work: our HubSpot, paid media and data specialists.

How long does it take?

It depends on how many systems and people are involved. We agree the timetable with you at the start.

Do we have to use you for the work afterwards?

No. The plan is yours, written so your team or another supplier can follow it.

How much does it cost?

It depends on the size of your organisation and how many systems we look at. The first call is free. Project work is £992 a day, plus VAT, and we agree a fixed price with you before we start. See our pricing.

Start with what your members tell you.

Ask about an audit, or pick a time to talk it through.

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