{"id":1725,"date":"2023-01-23T15:00:00","date_gmt":"2023-01-23T20:00:00","guid":{"rendered":"https:\/\/dev.ironmarkusa.com\/audit-marketing-collateral-2023\/"},"modified":"2025-08-29T15:39:54","modified_gmt":"2025-08-29T19:39:54","slug":"audit-marketing-collateral-2023","status":"publish","type":"post","link":"https:\/\/ironmarkusa.com\/audit-marketing-collateral-2023\/","title":{"rendered":"How to Audit Marketing Collateral for 2023"},"content":{"rendered":"\n<p>Your sales team is one of the most important touchpoints of your brand. On the front lines each day, they are powerful tools for selling success. They make real and lasting connections with those who are making important decisions about their business. However, they\u2019re often sent out to represent your brand with less-than-ideal sales tools. Whether you need to update your brochures, are relying on stale catalogs, or are getting by with old sales presentations \u2013&nbsp; irrelevant or out-of-date marketing collateral can do more harm than good. As we welcome the new year, it\u2019s the perfect time to make sure that your marketing materials are ready to help your 2023 sales team seal the deal.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"color: #000000;\">Why Update Your <\/span><span style=\"color: #000000;\">Marketing Collateral<\/span><span style=\"color: #000000;\">?<\/span><\/h2>\n\n\n\n<p>It\u2019s important for your marketing to consistently reflect your brand. As your brand evolves, your messaging needs to stay aligned. A disconnect between the two is confusing and off-putting to customers. Nowhere is this more critical than with the team that is taking your message to these customers. Not only do outdated materials undermine the sales teams\u2019 feelings of competency, but they are often left behind to circulate at the customer business. A poor impression (or worse yet, first impression) can have repercussions felt throughout the organization. Even something as simple as an outdated sales sheet can negatively impact the perception of your company. That\u2019s why it\u2019s important to conduct a regular marketing collateral audit\u2014so that both marketing and sales teams are aware of what is being shared, and what is available to be shared.<\/p>\n\n\n\n<p class=\"has-alt-serif-font-family\"><strong>Related: <a href=\"\/aligning-marketing-sales\" target=\"_blank\" rel=\"noopener\">The Power of Aligning Your Marketing and Sales Teams.<\/a><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"color: #000000;\">How Often Should You Audit?<\/span><\/h2>\n\n\n\n<p>How often you conduct an audit of this scope is based on several factors. If your marketing collateral needs to be updated quarterly to keep up with your products and services (and the market), then a quarterly audit is imperative. Many companies benefit from an audit every three to six months. However, if the need for a message update isn\u2019t as frequent, they can conduct one annually. Once you have a system in place, it\u2019s easy to keep your sales team outfitted with your most up-to-date marketing collateral. Whether you use a document management system (DMS), e-commerce marketing portal, or some other asset management tool, you can keep all print and digital material organized, searchable, safe, and consistent.&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><a href=\"#Matter\" rel=\"noopener\"><span style=\"color: #000000;\">What Marketing Materials Matter?<\/span><\/a><\/h2>\n\n\n\n<p>When conducting an audit, cast as wide a net as possible. If a digital or print piece is something that your sales team can use in their process, it should be included in the audit. Here are some examples (including some you might not traditionally consider):<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"color: #898a8e;\">Sales Decks<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">White Papers<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Case Studies<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Product Data Sheets<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Pricing Sheets<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Brochures<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Tradeshow Collateral and Signage<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Business Cards<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Letterhead<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Marketing Emails<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">E-Books<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Social Media Templates<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Videos<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Website Content<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Images<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Podcasts<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e;\">Animations<\/span><\/li>\n<\/ul>\n\n\n\n<p class=\"has-alt-serif-font-family\"><strong>Related: <a href=\"\/sales-email-templates\" target=\"_blank\" rel=\"noopener\">The 12 Sales Email Templates You Absolutely Need.<\/a><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"color: #000000;\">How to Take Inventory<\/span><\/h2>\n\n\n\n<p>You can follow a simple set of steps to review your assets and determine which need to be replaced. Much like when generating these assets, it\u2019s important to start at the beginning with fresh eyes. This means knowing your customer above all else. Here\u2019s how to audit:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-size: 18px; color: #898a8e;\"><span style=\"font-size: 18px; color: #898a8e;\">Revisit Your Buyer Personas: Ideally, your marketing assets were all constructed with your specific personas in mind, the \u201ctarget audiences\u201d that you created based on your ideal customer. Sometimes named with titles like \u201cStore Manager Melanie,\u201d they include demographics like age, gender, and even how many children they might have. They also include information like job title, job experience, income, pain points, and what they are looking for in a product. More robust descriptions help your teams better envision and speak to these audiences. If you don\u2019t have personas, you can create them. If you have them, make sure to check in with your sales team to ensure that they are still accurate.<\/span><\/span><\/li>\n\n\n\n<li><span style=\"font-size: 16px;\"><span style=\"font-size: 18px; color: #898a8e;\">Gather the Goods: Much like Marie Kondo does in her fascinating <em>The Life-Changing Magic of Tidying Up<\/em>, the only way to know what you truly have on hand is to get it all in one place. So if you have marketing collateral<\/span><span style=\"color: #000000;\"><span style=\"font-size: 18px; color: #898a8e;\"> living on different desktops, in hard drives, in online repositories, on the website, on paper, and more, try to pull them all together so you can evaluate everything at once. Check with your sales and marketing teams so you don\u2019t miss any.<\/span><br><\/span><\/span><br><span style=\"font-size: 11px;\"><img loading=\"lazy\" decoding=\"async\" width=\"577\" height=\"385\" style=\"margin-left: auto; margin-right: auto; display: block;\" src=\"https:\/\/ironmarkusa.com\/wp-content\/uploads\/2024\/10\/ZUesPOAaDBZOovSUnT5QvC-EKcyUcIeAIUrmwvdFGpQnJvw2vjWKkeVyrM2JjSzA_C6mq_Jsisfj1Fmivuesj2R-8MEZMWKNmdaRfrrxqa4GD-aeiAIF9vPzAEzp4JVAjEB_6bCTci6PX4KyxgTP_0r3ZE0yWKOLgucxFW8TN36n-N6D2YYMaZWAn-iSVA.jpeg\"><\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e; font-size: 18px;\"><span style=\"color: #898a8e; font-size: 18px;\">Build a Spreadsheet to Track Collateral: This will help you identify and evaluate all assets. You might include the following headers:<\/span><\/span>\n<ul class=\"wp-block-list\">\n<li><span style=\"color: #898a8e; font-size: 18px;\">Type of Asset&nbsp;<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e; font-size: 18px;\">Asset Name&nbsp;<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e; font-size: 18px;\">Link to Asset&nbsp;<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e; font-size: 18px;\">Title Tags \/ Search Keywords&nbsp;<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e; font-size: 18px;\">Buyer Persona or Target Audience<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e; font-size: 18px;\">Creation or Update Date&nbsp;<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e; font-size: 18px;\">Priority (High or Low)<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e; font-size: 18px;\">Date Met Compliance or Legal Approval&nbsp;<\/span><\/li>\n\n\n\n<li><span style=\"color: #898a8e; font-size: 18px;\">Status (Needs to be Updated or Archived &#8211; or Ready)&nbsp;<\/span><\/li>\n\n\n\n<li><span style=\"color: #000000;\"><span style=\"font-size: 16px;\"><span style=\"font-size: 18px; color: #898a8e;\">Notes and Updates&nbsp;<\/span><\/span><\/span><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span style=\"font-size: 18px; color: #898a8e;\"><span style=\"font-size: 18px; color: #898a8e;\"> Review with the Sales Team: Discuss the spreadsheet with your sales team. They are your first customer and they know the customer well. What materials are they <span style=\"background-color: transparent;\">using and what isn\u2019t working for them? Find out why in both instances and then decide if these assets need to be updated or archived. Find out which pieces would &nbsp;benefit them even more in the future.<\/span><\/span><\/span><\/li>\n\n\n\n<li><span style=\"font-size: 18px; color: #898a8e;\"><span style=\"font-size: 18px; color: #898a8e;\"> Pull Reports: If your software can pull reports on which assets are being used most often, that is valuable information to include in the spreadsheet too.<\/span><\/span><\/li>\n\n\n\n<li><span style=\"font-size: 16px;\"><span style=\"font-size: 18px; color: #898a8e;\"> Get in the Persona Mindset: Become your personas. Think about how you\u2019d view the assets in a sales setting. Here\u2019s where you can find gaps and fill them in on the<span style=\"background-color: transparent;\">&nbsp;spreadsheet. Do you need an e-book? Or perhaps an updated brochure? Is <\/span><\/span><span style=\"background-color: transparent;\"><span style=\"font-size: 18px; color: #898a8e;\">everything aligned with your current branding?<\/span><br><\/span><\/span><br><img loading=\"lazy\" decoding=\"async\" width=\"532\" height=\"398\" style=\"margin-left: auto; margin-right: auto; display: block;\" src=\"https:\/\/ironmarkusa.com\/wp-content\/uploads\/2024\/10\/VNDpU4vBqG-eX9oPq9jfvh2SnCEM-DiVD3crFBKqdh1AKrshqDQfs7WId6HDKFFoVMMoMt3yAwDX1FGpAXldWS62C03IuYbXWSoIyrBNUa5kMFrX1gNKjzFcCdLMyaVCkWynpNiqwXQpO6did8kN-kXbWGp48CS7PQteU38IGOqFQrvoaOqd5rILQsgUQQ.jpeg\"><\/li>\n\n\n\n<li><span style=\"font-size: 16px; color: #898a8e;\"><span style=\"font-size: 16px; color: #898a8e;\"><span style=\"font-size: 18px;\"> Complete Spreadsheet with Feedback: Use your insights from getting in the mindset, along with reports and the sales teams feedback, to update the spreadsheet. Then set a schedule for implementing updates.<\/span><\/span><\/span><\/li>\n\n\n\n<li><span style=\"font-size: 18px; color: #898a8e;\"> Keep the Sales Team Looped In: Think of audits as an ongoing conversation with the sales team. Keep them apprised of updated materials and check in often for their <span style=\"background-color: transparent;\">feedback. Plan your next audit date.<\/span><\/span><\/li>\n<\/ol>\n\n\n\n<p class=\"has-alt-serif-font-family\"><strong>Related: <a href=\"\/branded-marketing-consistent\" target=\"_blank\" rel=\"noopener\">Keeping Your Multiple Locations\u2019 Branded Marketing Materials Consistent.<\/a><\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"color: #000000;\">Keep It All Together<\/span><\/h2>\n\n\n\n<p>Now that you have a system to track your most important and up-to-date marketing collateral, it\u2019s essential to store them in one place for the future. We have helped numerous clients customize one for their needs. With an online repository for all print and digital assets, you\u2019ll save money, time, and headaches. You\u2019ll stay compliant, manage permissions, always have the most updated file available, enjoy protection against fires, floods, and IT issues, and support your sales team easily and efficiently. Any future audits will be a breeze to conduct. Talk to us today about making your marketing collateral sales ready\u2014and your sales audits simple.&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Your sales team is one of the most important touchpoints of your brand. On the front lines each day, they&#8230;<\/p>\n","protected":false},"author":36,"featured_media":1729,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-1725","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-all-industries"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Audit Marketing Collateral for 2023 - Article<\/title>\n<meta name=\"description\" content=\"Want to equip your sales team with the best tools for their job? Make sure their marketing collateral is up-to-date to support all the work they\u2019re doing!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/ironmarkusa.com\/audit-marketing-collateral-2023\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Audit Marketing Collateral for 2023 - Article\" \/>\n<meta property=\"og:description\" content=\"Want to equip your sales team with the best tools for their job? Make sure their marketing collateral is up-to-date to support all the work they\u2019re doing!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/ironmarkusa.com\/audit-marketing-collateral-2023\/\" \/>\n<meta property=\"og:site_name\" content=\"Ironmark\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/IronmarkUSA\/\" \/>\n<meta property=\"article:published_time\" content=\"2023-01-23T20:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-08-29T19:39:54+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/ironmarkusa.com\/wp-content\/uploads\/2024\/10\/Audit-Marketing-Collateral.png\" \/>\n\t<meta property=\"og:image:width\" content=\"624\" \/>\n\t<meta property=\"og:image:height\" content=\"624\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Scott Kravitz\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@IronmarkUSA\" \/>\n<meta name=\"twitter:site\" content=\"@IronmarkUSA\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Scott Kravitz\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/ironmarkusa.com\\\/audit-marketing-collateral-2023\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/ironmarkusa.com\\\/audit-marketing-collateral-2023\\\/\"},\"author\":{\"name\":\"Scott Kravitz\",\"@id\":\"https:\\\/\\\/ironmarkusa.com\\\/#\\\/schema\\\/person\\\/8a84915fda9fd5d53fa54e8378996883\"},\"headline\":\"How to Audit Marketing Collateral for 2023\",\"datePublished\":\"2023-01-23T20:00:00+00:00\",\"dateModified\":\"2025-08-29T19:39:54+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/ironmarkusa.com\\\/audit-marketing-collateral-2023\\\/\"},\"wordCount\":1148,\"publisher\":{\"@id\":\"https:\\\/\\\/ironmarkusa.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/ironmarkusa.com\\\/audit-marketing-collateral-2023\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/ironmarkusa.com\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/Audit-Marketing-Collateral.png\",\"articleSection\":[\"All Industries\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/ironmarkusa.com\\\/audit-marketing-collateral-2023\\\/\",\"url\":\"https:\\\/\\\/ironmarkusa.com\\\/audit-marketing-collateral-2023\\\/\",\"name\":\"How to Audit Marketing Collateral for 2023 - Article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/ironmarkusa.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/ironmarkusa.com\\\/audit-marketing-collateral-2023\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/ironmarkusa.com\\\/audit-marketing-collateral-2023\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/ironmarkusa.com\\\/wp-content\\\/uploads\\\/2024\\\/10\\\/Audit-Marketing-Collateral.png\",\"datePublished\":\"2023-01-23T20:00:00+00:00\",\"dateModified\":\"2025-08-29T19:39:54+00:00\",\"description\":\"Want to equip your sales team with the best tools for their job? 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