Comprehensive Diligence & Audit Reports

Diligence reports are faster and often outside-in, but can be done with the use of 1st party data. They are focused on identifying upside and risk, with a focus on helping firms refine their bids.

Audits go multiple layers deeper with the goal of creating a roadmap of items that need to be addressed in order to scale. They lead to growth roadmaps and are ideal for value creation.

Report Contents

  • Overview

    - Executive summary

    - Scorecard (subjective ratings)

    - Most upside

    - Potential risks

    - If applicable, observations from conversations with the team

  • Competition

    - Website traffic & marketing mix

    - User interest trends

    - Competitive metrics by section

  • Paid Search

    - Paid search competitors

    - Estimated # of keywords

    - Top keywords

    - Keyword gaps

    - Estimated budget comparisons

    - Quality of keywords

    - Google shopping, if applicable

    - Top landing pages

    - Ad text

    - Use of sitelinks/extensions

    - Use of Bing

  • Organic Search

    - Competitive KPIs

    - Traffic & value trends

    - Keyword ranking trends

    - Key competitors

    - Brand vs non-brand

    - Top keywords

    - Changes in rankings

    - Shared keywords

    - Technical SEO

    - Primary tech issues

    - Site structure

    - Top pages

    - Growth in referring domains & quality

    - Broken backlinks

    - Title & meta tags

    - Content update frequency

    - Local, if applicable

  • Optional Add Ons

    - Paid social

    - Retail media

    - Display ads

    - Website messaging

    - Web design, usability & platform

    - Third party reviews

    - Interviews with the prospect team

    - Model validation & sizing