~$50k
Monthly spend creates urgency.
At this level of acquisition investment, small structural inefficiencies become material commercial leakage every month.
Stage 2 · Portfolio Performance Audit
Turn six locations into one compounding growth system.
Before YoCo puts another approximately $50,000 per month into digital acquisition, we need to know which dollars are creating profitable demand, which are leaking through the funnel, and where the portfolio is competing with itself.
The commercial case
YoCo does not need another agency promising more leads.
It needs clarity on the entire growth engine.
YoCo has built a strong operating platform across premium coworking locations. The challenge is that the marketing infrastructure surrounding those locations has evolved as separate brands, websites, social channels, campaigns and customer journeys.
That creates a simple strategic question: are the individual locations compounding YoCo's growth, or fragmenting the same pool of attention, data and marketing investment?
6
Locations create complexity.
Each local brand can remain distinctive without duplicating strategy, data, targeting, SEO effort and reporting.
1
Portfolio needs one intelligence layer.
Performance should be visible across the network so demand can be allocated to the right location, product and margin opportunity.
Connect Offices
The Factory
Work X
Mobo Co
The Junction
Alcove
From intelligence to action
The DEMI report is the external lens. This audit is the internal proof.
Stage 1 establishes where the market opportunity sits and what YoCo is competing against. Stage 2 opens the backend and tests whether the current marketing, sales and brand infrastructure is capable of capturing that opportunity efficiently.
What is happening outside the business?
Market direction, category dynamics, competitor positioning, demand signals, growth opportunities and external risks.
→
What must change inside the business?
Spend efficiency, attribution, conversion, search architecture, customer journey, brand roles, CRM routing and portfolio-level growth priorities.
What this engagement must answer
Five decisions. One growth blueprint.
The value of the audit is not the volume of findings. It is the quality of the decisions YoCo can make afterwards.
01
Where is marketing spend genuinely producing customers and margin?
02
Where are YoCo locations competing with one another across paid and organic search?
03
Which parts of marketing should be centralised, and which must remain locally distinctive?
04
Where are leads being lost between click, enquiry, tour, sale and cross-location referral?
05
What should YoCo fix in the next 90 days—and what should it build over the next 12 months?
Audit architecture
We follow the customer—and the money—across the entire portfolio.
Rather than reviewing channels in isolation, YMM audits the system connecting market demand, media, websites, data, sales and brand experience.
Workstream 01
Portfolio & Market Strategy
Translate the DEMI intelligence into a location-level and network-level commercial strategy.
Market and demand opportunity by location and offer
Competitor and positioning gaps
Portfolio role of each brand and location
Growth priorities and expansion implications
Workstream 02
Paid Media Performance
Trace how the current acquisition budget is allocated, measured and converted into qualified commercial outcomes.
Google Ads and Meta account structure
Campaign overlap and internal cannibalisation
Creative mix, including video diversification
Lead quality, CAC and wasted-spend analysis
Workstream 03
SEO & Search Architecture
Determine whether multiple domains are strengthening local intent capture or diluting authority and duplicating effort.
Keyword overlap across YoCo-owned properties
Search Console and organic visibility review
Local SEO and location-page architecture
Consolidation vs. specialisation recommendations
Workstream 04
Web, Analytics & Conversion
Verify whether YoCo can accurately see the full path from marketing source to enquiry, tour and customer.
GA4, Tag Manager, Pixels and conversion events
UTM and cross-domain attribution integrity
Landing-page UX and conversion friction
Mobile experience and enquiry pathway review
Workstream 05
CRM, Sales & Lead Routing
Map what happens after an enquiry and identify where demand falls through gaps between locations.
Lead response time and sales workflow
Tour booking and follow-up sequence
Cross-location referral and capacity routing
Pipeline stage and source reporting consistency
Workstream 06
Brand, Content & Social System
Create consistency at portfolio level without erasing the distinct personality that makes each location valuable.
Master YoCo narrative and local brand roles
Content pillars and campaign consistency
Static, video and proof-led creative framework
Central production with local activation model
The target operating model
Centralise the intelligence. Localise the experience.
The recommendation is not to make every location look the same. It is to stop rebuilding the same growth infrastructure six times.
30-day diagnostic sprint
A compressed process designed to move from evidence to action.
Week 01
Access, data integrity & commercial baseline
Collect platform access, map the current digital ecosystem, validate tracking, establish spend and performance baselines, and align the audit to commercial outcomes.
Week 02
Media, search & portfolio overlap
Audit paid media, SEO and domain overlap across the portfolio to identify duplicated effort, internal competition, wasted spend and demand opportunities.
Week 03
Customer journey, conversion & sales routing
Follow leads from first touch through enquiry, tour, follow-up and close. Identify friction, attribution gaps and opportunities to route demand between locations.
Week 04
Executive synthesis & growth blueprint
Rank the findings by commercial impact, map the target operating model and deliver a practical 90-day optimisation roadmap plus a longer-term portfolio growth architecture.
What YoCo receives
Not a folder of observations. A boardroom-ready decision system.
Executive Performance Diagnostic
A concise summary of what is working, what is leaking, and what is creating the greatest commercial risk.
Media & Search Efficiency Audit
Paid media, SEO overlap, cannibalisation, creative gaps, wasted spend and high-intent opportunity mapping.
Analytics & Attribution Blueprint
A clean measurement architecture connecting source, lead, tour, customer and location-level performance.
Portfolio Customer Journey Map
The customer path across websites, enquiries, sales teams and locations, including leakage and referral opportunities.
Brand & Growth Operating Model
A clear framework for what YoCo should centralise and what each location should continue to own locally.
90-Day Prioritised Action Plan
Actions ranked by impact, urgency and effort so YoCo knows what to stop, fix, test, build and scale next.
Where YMM fits after the audit
Diagnose first. Then only execute what the evidence supports.
This engagement deliberately separates independent diagnosis from implementation. Once the growth blueprint is agreed, YoCo can execute internally, retain existing specialists, or appoint YMM to coordinate and deliver the priority work.
DEMI + Audit
Independent intelligence and diagnosis.
Market and competitor intelligence
Marketing performance and channel audit
Portfolio architecture and growth priorities
90-day roadmap and executive recommendations
YMM Execution Partnership
Optional implementation after priorities are proven.
Analytics, attribution and dashboard implementation
Paid media restructure and ongoing performance governance
SEO architecture and portfolio content strategy
Creative system including video-led ad diversification
CRM automation, lead routing and nurture workflows
Ongoing strategic advisory and quarterly market intelligence
Stage 2 investment
$2,297 + GST
Flat fee for the complete 30-day YoCo Portfolio Growth & Marketing Performance Audit, executive blueprint and prioritised implementation roadmap.
50% upfront to commence discovery.
50% on delivery of the final growth blueprint.
Implementation services quoted separately after the audit.
50% on delivery of the final growth blueprint.
Implementation services quoted separately after the audit.
Before the next dollar is spent, know what it is meant to do.
The objective is simple: give YoCo one clear view of the portfolio, one set of priorities and a growth system capable of turning marketing investment into measurable commercial performance.
Commercial in confidence · Proposal valid for 14 days · Scope assumes reasonable access to relevant analytics, advertising, website and CRM platforms.