Marketing Reporting Assessment

Unlock Clear, Actionable Insights to Drive Smarter Decisions

Your marketing data should be working for you—not against you. The Attributa Marketing Reporting Assessment helps you cut through the noise and build a reporting strategy that delivers clarity, accuracy, and confidence in your marketing performance.

The Package

Investment: $5,000

What You Get

In this assessment, we deliver:
✔️ Detailed reporting requirements tailored to your business needs
✔️ Assessment of current capabilities and gaps in your reporting structure
✔️ Actionable recommendations to enhance your reporting strategy

How It Works

Our approach follows a structured, proven process to ensure that your marketing reporting is aligned with your goals and optimized for success.

1. Discovery Phase: Understanding Your Needs

We start with interviews with key marketing stakeholders and leadership to understand:
• Your current reporting challenges and wish list
• The key insights and metrics that drive decision-making
• Any data limitations or technical constraints

The outcome of this phase is a Reporting Requirements Document that structures your reporting needs as follows:

→ As a [Marketing Role],

→ I must be able to [Report on Key Metric],

→ So that [Desired Outcome or Decision].

We then prioritize these requirements to identify your most critical reporting needs. Additionally, we provide early recommendations based on industry best practices and insights from other successful organizations.

2. Assessment Phase: Evaluating Your Capabilities

At this stage, we gain access to your existing reporting systems and conduct:
• A guided walkthrough with your team to understand how data is currently collected and reported
• A self-guided deep dive into your reporting tools and processes to identify any gaps

The result is a point-by-point assessment outlining:
✅ Where your current reporting meets the defined requirements
❌ Where gaps exist and why they need to be addressed

This ensures complete transparency into what’s working, what’s missing, and what improvements are necessary to achieve accurate and reliable reporting.

3. Recommendation Phase: Your Roadmap to Success

Based on our findings, we categorize our recommendations into three levels:

• Quick Wins – Simple, low-effort improvements you can implement immediately
• Help Needed – More complex changes that may require expert support
• Software Solutions – Advanced tools or systems that can enhance your reporting capabilities

Each recommendation is prioritized and detailed, ensuring you have a clear, actionable roadmap for achieving your reporting goals.

4. Project Close-Out: Your Marketing Reporting Playbook

At the conclusion of the assessment, you’ll receive:

📌 A comprehensive Reporting Requirements Document summarizing your needs
📌 A detailed Assessment Report outlining current capabilities and gaps
📌 A Strategic Recommendation Plan with a step-by-step approach to optimize your reporting

We’ll review these insights together in a final consultation call, ensuring all questions are answered and that you’re equipped to move forward with confidence.