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Platform Audit

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A focused Meta Ads, Google Ads, Shopify, or pre-approved Other diagnosis with a branded PDF and 60-minute Zoom review.

Flagship / embedded operating blueprint Signal path

The engagement is a working layer, not a request queue.

Shared inputs, four connected workstreams, decision rights, and a weekly return condition define the operating surface.

  1. 01
    AcquireDemand, media, creative learning, and economics
  2. 02
    RetainLifecycle, customer behavior, and repeat value
  3. 03
    ConvertJourney, offer, merchandising, and storefront
  4. 04
    OperateCadence, owners, reporting, and dependencies
Weekly decision layerEvidence → decision → owner → observable next outcome

The working principle

A platform report can look healthy while the business stays stuck. The useful audit traces the platform evidence back to the offer, customer, storefront, and economics.

$1,000 fixed fee

PDF delivery and the Zoom review are due by 5:00 PM Central on the fifth business day after written confirmation that all required access is complete.

Meta Ads, Google Ads, and Shopify can be purchased online. Other areas require written scope approval before checkout.

Platform Audit working sequence system diagram
Choose one primary area and complete secure checkout. → List every concern and provide the requested official platform access. → Trace the visible result through signal, demand, creative, page, and economics. → Receive the PDF before the 60-minute Zoom review begins. A defined sequence keeps the evidence, decision, scope, and owner visible.

What the work covers

A visible surface for the decision.

  • A detailed questionnaire covering every concern the buyer wants addressed.
  • Official platform-invitation access, supporting-file submission, and platform-specific analysis.
  • A cross-check against the business context required to interpret the selected platform responsibly.

What you receive

A defined return to the business.

  • A branded PDF with evidence, findings, and prioritized actions.
  • A private 60-minute Zoom review with Cole Haring.
  • Delivery within five business days after access-complete confirmation.
  • The full $1,000 creditable to the first Embedded Growth Partnership invoice under the published terms.

Working surfaces

Meta AdsGoogle AdsShopifyPre-approved Other

Fit matters

Useful work starts with the right question.

Best fit

  • Established ecommerce teams with enough recent business and platform evidence to review.
  • Owners who need a documented diagnosis before committing more budget or building a larger scope.
  • Teams willing to provide official platform access and act on a constraint that may sit beyond platform settings.

Not a fit

  • A request for a guaranteed outcome or a list of tactics without business context.
  • Teams that cannot share enough evidence to evaluate a meaningful decision.
  • Brands seeking immediate account changes before the current constraint is understood.

Clear boundaries

Scope stays explicit.

  • Implementation, creative production, page builds, or ongoing support unless separately scoped.
  • More than one primary platform or area per purchase.
  • Passwords, recovery codes, API secrets, temporary authentication codes, or write authority.

Common questions

The practical details.

01Do you need passwords?+

No. Use the official Meta, Google, or Shopify invitation method described in the intake. Do not send passwords, recovery codes, API secrets, or temporary authentication codes.

02Does the audit include implementation?+

No. It identifies and prioritizes the work. Implementation, production, and additional investigation are separately scoped.

03When does the five-business-day clock start?+

It starts only after In-House Marketers confirms in writing that the required access is complete. The PDF and an eligible Zoom review are due by 5:00 PM Central on the fifth business day.

04How is payment handled?+

Meta Ads, Google Ads, and Shopify audits use Stripe-hosted Checkout. A full refund is available until access is confirmed complete and work begins. The audit is nonrefundable after work begins. Other areas require written scope approval before checkout.

05Does the fee count toward a partnership?+

Yes. The full $1,000 is creditable toward the first Embedded Growth Partnership invoice when the partnership starts within 30 days of delivery. If capacity prevents that start, the credit remains valid through the first start date we offer.

Related insights

PLAY 01

Paid media cannot operate separately from retention and conversion.

The ad account sees only part of the truth. Growth decisions come from connecting the click to the customer, the product, and the experience after purchase.

↗PLAY 04

Know when to fix the funnel before increasing spend.

More traffic magnifies the system already in place. Before scaling, determine whether the constraint is demand, message, page, offer, or operations.

↗

Turn friction into forward motion

Start with the commercial question.

If the fit is clear, we will diagnose the constraint now and discuss the next available opening.

  1. 01Constraint
  2. 02Context
  3. 03Decision
  4. 04Work
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