Strategic Audits
Why Strategic Audits Matter
In today’s fast-paced digital and donor landscape, outdated messaging, off-brand visuals, and hidden gaps can quietly undermine your credibility. You can’t fix what you haven’t assessed.
A strategic audit – of your digital presence, website, or fundraising campaigns offers more than insight. It’s a clarity catalyst that shows what’s working, what’s not, and where to grow.
Grounded in evidence and built for action, these audits align your presence with your purpose and provide a clear path forward.
Digital Footprint Audit
Your digital presence shapes how donors, clients, partners, and the media perceive you. This audit helps you show up effectively—on the platforms that matter, with messaging that resonates, and for the audiences who count—making you more visible, credible, and compelling.
Website Audit
Your website is your virtual storefront—it should reflect your brand, build trust, and guide visitors with ease. This audit helps transform it from a polished page into a purposeful, goal-driven tool that delivers real results.
Fundraising Audit
If your funding doesn’t reflect your impact or effort, a fundraising audit can help. It reveals what’s working, what’s not, and where strategic adjustments can strengthen donor relationships and boost results.
Digital Footprint Audit
Shape. Align. Lead.
Whether you’re applying for a job, joining an esteemed board or organization, or preparing to launch a PR campaign - your online presence matters. Your digital footprint shapes how others perceive you before you ever step into a room.
The Digital Footprint Audit helps you understand what the internet is saying about you and what it’s not. From your business to your personal brand – we analyze where you show up, where you’re missing, and how well your presence aligns with your goals. It’s the first, essential step toward building credibility, trust, and visibility with the audiences that matter most.
What’s Included
✔ Online Visibility Review: Search presence across the first 3 pages of Google:
Your or your organization’s correct name
Common misspellings or variations
Industry-relevant keywords + location (e.g., “[Your Service] near me” or “[Industry] in NYS”)
✔ Profile & Platform Audit: Analysis of your presence on directories, listings, review sites, and social platforms
✔ Google Business & SEO Check: Review of your Google Business profile and how well your website appears in search, including basic SEO performance and keyword visibility
✔ Content & Messaging Check: Evaluation of public-facing content and how well it aligns with your brand and goals
✔ Gap & Accuracy Assessment: Where you're missing, misrepresented, or underleveraged online
✔ Strategic Roadmap: Personalized PDF report with findings, prioritized actions, and short- and long-term recommendations
This service is perfect for:
Small to mid-sized businesses and nonprofits
Leadership teams prepping for media outreach or fundraising
Organizations seeking credibility and visibility in a crowded market
Anyone asking, “What’s really out there about us—and what’s missing?”
Timeline:
Report delivered in 10 business days
30-minute follow-up call scheduled at your convenience
Choose the Perfect Audit for You
Custom Quotes for larger organizations or multi-brand portfolios.
Please email me at dagmar@dagmartrippen.com.
Website Audit
Website Audit
Attract. Engage. Convert.
Whether you're trying to increase conversions, strengthen your brand, or simply make your site easier to navigate - your website plays a critical role. It's your virtual storefront, your first impression, and your most consistent ambassador.
This audit helps you understand how well your site is working for you and your visitors - and where it might be silently working against you. From design and usability to content, SEO, and compliance, we take a strategic look at how your website supports your goals, engages your audience, and earns trust. Because in today’s landscape, pretty isn’t enough - your website needs to perform.
What’s Included
✔ Brand Messaging & Voice Audit – evaluation of how well your site reflects your brand’s tone, values, and unique selling proposition
✔ User Experience & Navigation Review – analysis of site structure, page flow, and how easily visitors can move through the site and find what they need
✔ Homepage & Key Page Engagement Check – assessment of visual hierarchy, clarity, trust signals, and calls to action
✔ Conversion & Sales Opportunities – identification of underused CTAs, upsell/cross-sell potential, and ways to increase inquiry or purchase behavior
✔ Content Strategy Overview – review of content quality, layout, consistency, and how well it speaks to your ideal audience(s) at different stages of the journey
✔ SEO & Visibility Snapshot – quick review of on-page SEO elements and keyword relevance to increase discoverability and drive qualified traffic
✔ Accessibility & Trust Signals – scan for legal basics, accessibility, and whether your site builds trust (or unintentionally undermines it)
✔ Strategic Roadmap – personalized PDF report with findings, actionable recommendations, and clear priorities to guide improvements
Perfect For:
Entrepreneurs and small to mid-sized businesses whose sites no longer reflect their growth, voice, or value
Founders preparing for a product launch, rebrand, or strategic shift
Nonprofits looking to build credibility and improve donor or stakeholder engagement
Anyone wondering, “Why doesn’t our social media campaign convert at our website?”
Pricing – Capital Region, NY:
Standard Website Audit (up to 7 pages): $595
Add-On Pages: $95 each
Custom quotes available for websites over 15 pages or with multiple service areas. Please email me at dagmar@dagmartrippen.com.
Timeline:
Report delivered in 10 business days
30-minute follow-up call scheduled at your convenience
Turn your website into a sales machine !
Fundraising Audit
Fundraising Audit
Connect. Strengthen. Grow.
Successful fundraising starts with meaningful connections—but sustaining those relationships and scaling results requires structure, strategy, and the right tools.
The Fundraising Audit gives you a strategic, outsider’s view of your entire fundraising ecosystem. This isn’t just about spotting problems; it’s about identifying untapped opportunities, streamlining your efforts, and ensuring your infrastructure is built for growth.
Whether you're preparing for a campaign or trying to do more with limited resources, this audit helps you raise more - with focus, confidence, and smarter systems.
What’s Included
✔ Fundraising Strategy & Materials Review – evaluation of your current approach, campaigns, and key messaging across donor touchpoints
✔ Donor Data & Giving Trends Analysis – review of contribution history, segmentation, retention patterns, and donor behavior insights
✔ Communications & Donor Journey Evaluation – analysis of donor-facing content, engagement flow, and relationship-building practices
✔ Infrastructure & Technology Scan – assessment of tools, platforms, and systems used to support fundraising efficiency and scalability
✔ Opportunity & Resource Gap Identification – pinpointing areas of underperformance, untapped potential, and process breakdowns
✔ Strategic Roadmap – personalized PDF report with key findings, prioritized recommendations, and actionable next steps
Perfect For:
Small to mid-sized nonprofits
Teams prepping for a capital or year-end campaign
Executive directors who want to see the big picture
Development professionals seeking strategic alignment
Pricing Capital Region, NY:
Standard Audit (under $500K annual revenue): $495
Comprehensive Audit ($500K–$2M): $795
Custom Quotes available for large or multi-program organizations - please email me at dagmar@dagmartrippen.com.
Timeline:
Audit delivered in 10 business days
30 minutes follow-up call scheduled at your convenience