Step 1: Audit what already exists
Start by mapping the current state. List the customer-facing assets, channels, suppliers, events, templates, internal owners, recurring requests and marketing spend already in the business. Review the website, company profile, sales deck, proposal templates, social channels, paid media, SEO, newsletters, email signatures, event material, customer communications and any brand standards.
Also identify the less obvious activity: who updates PowerPoints, who briefs the stand builder, who manages the web developer, who creates customer notices and who reports marketing to management. The audit usually reveals that the business already has a marketing function in practice; it is simply not organised as one.


