Phase 1: Complete Marketing Diagnostic (30 min)

Step 1: Open Averi AI and ask: "I need to diagnose what's not working in my marketing. Let's do a comprehensive audit of my current efforts."

Step 2: Work through Averi's diagnostic questions covering:

• Current channels and tactics (paid ads, SEO, email, social, content, etc.)

• Monthly marketing spend by channel

• Content creation frequency and types

• Metrics you're tracking (traffic, leads, conversions, revenue)

• Actual performance vs. goals

• Team structure and resource allocation

• Technology stack and tools you're using

Step 3: Ask Averi: "Based on this information, analyze: What's underperforming? Where are the biggest gaps? What should we stop, start, or change?"

Step 4: Ask Averi: "Compare my approach against industry benchmarks for [your industry, company size]. Where am I falling short? What are similar companies doing that I'm not?"

Phase 2: Identify Root Causes (45 min)

Step 5: Ask Averi: "Dig deeper into each problem area. For [specific issue], what are the likely root causes? Is it strategy, execution, resources, or measurement?"

Step 6: Work with Averi to categorize issues:

• Strategic problems (wrong positioning, unclear value prop, misaligned audience)

• Execution problems (inconsistent posting, poor quality, lack of follow-through)

• Resource problems (understaffed, wrong skill sets, budget misallocation)

• Measurement problems (tracking wrong metrics, blind spots, no attribution)

• Conversion problems (weak funnel, friction points, poor user experience)

Step 7: Ask Averi: "For each major problem, show me the evidence. What specific data points or patterns indicate this is a real issue vs. just a symptom?"

Step 8: Ask Averi: "Prioritize these issues. Which problems are: 1) Causing the most revenue impact, 2) Easiest to fix quickly, 3) Blocking other improvements?"

Phase 3: Build Your Marketing Health Report (1 hour)

Step 9: Open Create Mode → Ask Averi: "Create a Marketing Health Report with sections: Executive Summary, Current State Assessment, Critical Issues (prioritized), Root Cause Analysis, Impact Quantification, and Initial Recommendations. Include specific metrics and examples. Add TL;DR at top."

Step 10: Review the report → Ask Averi: "Make the 'Critical Issues' section more specific. For each issue, include: what's broken, why it matters, how to measure improvement."

Step 11: Ask Averi: "Add a 'Quick Wins' section—what could we fix this month that would show immediate improvement?"

Step 12: Ask Averi: "Create a visual dashboard showing: overall marketing health score, channel performance grades, funnel conversion rates, and budget allocation vs. results."

Step 13: Save the complete Marketing Health Report to a Library Folder called "Marketing Audit - [Date]"

Phase 4: Develop 90-Day Remediation Plan (45 min)

Step 14: Ask Averi: "Based on this diagnosis, create a 90-day turnaround plan. Structure it as: Month 1 (Stop the bleeding + quick wins), Month 2 (Strategic corrections), Month 3 (New growth initiatives). Prioritize highest-impact fixes first."

Step 15: Ask Averi: "For each fix in the plan, specify: what to do, who needs to do it, what resources are required, expected timeline, and how to measure success."

Step 16: Ask Averi: "What should we stop doing immediately? What's wasting budget or creating negative ROI?"

Step 17: Ask Averi: "Create implementation checklists for each month of the plan with specific action items and deadlines."

Step 18: Save the 90-Day Remediation Plan to your "Marketing Audit - [Date]" folder

Phase 5: Get Expert Validation & Build Fix-It Team (30 min)

Step 19: Type /intro → Request: "Match me with a fractional CMO or senior marketing strategist for audit validation."

Step 20: Activate strategist → Share your Marketing Health Report, remediation plan, and original Averi diagnostic conversation

Step 21: Message: "Review Averi's diagnosis. Do you agree with the root causes? What are we missing? Are the priorities right? What would you fix first and why?"

Step 22: Schedule 30-min call with strategist to discuss findings and validate approach

Step 23: Ask strategist: "Based on your experience, what's the realistic timeline for turnaround? What risks should we watch for?"

Step 24: Implement strategist feedback → Revise remediation plan based on expert insights

Phase 6: Activate Specialists for Critical Gaps (1 hour)

Step 25: Type /intro → Request specialists based on your biggest gaps: "Match me with: [conversion rate optimizer / paid media expert / content strategist / marketing ops specialist / brand strategist]."

Step 26: Activate specialists → Share relevant sections of your Health Report and remediation plan

Step 27: Brief each specialist on their focus area:

• Conversion optimizer: Fix funnel leaks and improve conversion rates

• Paid media expert: Restructure ad spend and improve ROAS

• Content strategist: Develop content that actually drives pipeline

• Marketing ops: Fix tracking, attribution, and reporting gaps

• Brand strategist: Clarify positioning and messaging

Step 28: Ask Averi: "Create specialist brief documents for each expert including: the specific problem, context, success metrics, and what we need from them."

Step 29: Save all specialist briefs to Asset Management

Phase 7: Execute & Monitor Progress (Ongoing)

Step 30: Week 1: Implement "stop doing" list → Cut underperforming channels and campaigns

Step 31: Week 1-2: Execute quick wins identified in Month 1 plan

Step 32: Ask Averi weekly: "Review progress on remediation plan. What's complete? What's blocked? What metrics have improved?"

Step 33: Week 4: Ask Averi: "Create a 30-day progress report comparing: baseline metrics vs. current performance, completed fixes, remaining issues, updated priorities for Month 2."

Step 34: Monthly: Review with strategist → Adjust plan based on what's working and what's not

Step 35: Ask Averi: "Based on Month 1 results, should we accelerate, pivot, or double down on any initiatives?"

Step 36: Month 3: Ask Averi: "Create a 90-day transformation report showing: before/after metrics, money saved from cuts, efficiency gains, ROI improvements, lessons learned."

Step 37: Quarterly ongoing: Ask Averi: "Run another diagnostic. What's improved? What new issues have emerged? What's our next 90-day focus?"

What You'll Have

✅ Day 1: Complete diagnostic with root cause analysis
✅ Day 2: Marketing Health Report documenting all issues
✅ Day 3: 90-day remediation plan with prioritized fixes
✅ Week 1: Expert-validated approach and specialist team activated
✅ Week 2: Quick wins implemented and underperformers cut
✅ Month 1: Measurable improvements in priority areas
✅ Month 3: Marketing engine rebuilt and performing