5 things a marketing consultant should actually deliver before month two
- Sam White
- 4 days ago
- 5 min read
You've signed the contract, paid the first invoice, sat through the kick-off call where everyone was enthusiastic and the slides looked great — and now it's four weeks later and you're getting weekly update emails that are heavy on activity and light on anything you can actually do something with.
Sound familiar?
This is the most common failure mode in consulting relationships, and it costs small businesses real money. At Revolve we see it constantly — founders coming to us after a previous consultant relationship just... went quiet. Month one shouldn't be a warm-up. It should produce things you can use.
Here are five deliverables that should be on the table before month two begins.
1. A tracking and attribution setup that actually works
Here's the thing — if you don't know which channel is driving enquiries, nothing else matters. Not the strategy deck, not the keyword research, not the competitor analysis. None of it.
A good consultant should audit your existing tracking, find the gaps, and fix them before spending a single pound more on media. That means GA4 configured correctly, conversion events firing on things that actually matter — form submissions, calls, purchases — and a clear picture of where your data is broken. Not a slide deck about it. The actual fix.
And here's where most people get this wrong.
Most tracking setups look fine on the surface, the events fire, the dashboard shows numbers, everything seems okay — but dig into GA4 session attribution or check whether your Meta pixel is counting page views as conversions and you'll often find the data is flattering rather than accurate. I personally think this is the single most under-audited thing in small business marketing. tbh it's kind of embarrassing how often it gets skipped.
2. A competitive baseline — not a generic market overview
A decent competitive audit isn't a list of who your competitors are.
You already know that.
It's a structured view of where they're winning and why — paid search impression share, organic keyword gaps, landing page structure, offer positioning. Real stuff. Stuff you can actually act on.
So think about it this way: if a consultant hands a 50-person SaaS company a 20-page PDF that describes the market without telling them one thing to do differently, that's a document written for the filing cabinet. Not for the business. And honestly? I'd be furious if someone charged me a monthly retainer for that.
The baseline should answer a pretty simple question — where are you losing traffic or leads that are genuinely winnable, and at what cost to go after them?
3. At least one prioritised recommendation they're willing to defend
Month one is often framed as "discovery." Fine, okay, I get it.
But discovery should end with a point of view — not more questions. Not "we're still gathering data." Not "we'll have more clarity next month." A point of view.
Our view at Revolve is that a consultant who won't commit to a specific recommendation in writing by the end of week four is either still learning the basics or hedging because they don't want to be held accountable, and neither of those is acceptable when you're paying a monthly retainer. The recommendation doesn't have to be complex — it might be something like: stop running broad match keywords on a £1,500 monthly ad budget until your Quality Scores improve. Simple. Specific. Defensible.
That's what good looks like.
Hot take: most consultants avoid committing to recommendations not because they need more data, but because a specific recommendation can be proven wrong, and vague ones can't. I know that's a bit cynical but from what I've seen... it tracks.
Decision debrief: choosing depth over speed on a channel audit
Real talk — when you take on a client with existing paid media activity, there's a choice that comes up almost immediately. You could run a light audit and start making changes fast, which feels responsive and looks good in the first few update calls. Or you could slow down, map the full account structure, and fix the foundations before touching budgets.
The slower path matters more than it gets credit for.
Imagine a local e-commerce brand with only £2,000 a month to work with — that kind of constraint means every structural mistake costs a disproportionate amount. Moving fast on a broken foundation would waste half the budget before you'd learned anything useful. And here's the thing nobody talks about: the slower audit approach tends to reveal that a chunk of budget is going to irrelevant search terms that nobody noticed because the conversion numbers looked acceptable at account level. The problem's invisible until you break it down by campaign.
I'm still not 100% sold on the idea that there's always one right answer here — sometimes speed genuinely matters — but...
4. A clear view of where budget is being wasted right now
Not a projection. Not a forecast. A specific, evidenced answer to: what is this business currently spending money on that isn't working?
This is the part I actually get excited about, weirdly — because it's almost always findable, and it's almost always being missed.
And this is where an AEO agency perspective matters too. If your SEO investment has been producing content that no AI search engine cites and no user clicks, that's a waste you need to quantify before month two compounds it. A mid-size B2B team running a £3,000-a-month content programme that's generating zero citations in AI-generated answers — that's not a small problem. That's a strategy that needs rethinking before you spend another penny.
5. A 90-day plan with success metrics attached
Not a list of activities. Well, actually — let me back up — it can include activities, but it needs named outcomes and a way to measure them sitting right next to those activities.
If the plan says "increase organic traffic" it should also say by how much, measured how, and what the leading indicator is in weeks two through six when the final number hasn't moved yet. Because it won't have moved yet. And that's fine — as long as you've agreed in advance what "on track" looks like.
Here's what nobody wants to hear: if month two rolls around and you're still waiting for the strategy, the strategy isn't coming. That's just the retainer now.
Honestly, it drives me mad when I see this because it shouldn't be this hard. These aren't unreasonable things to ask for. They're the minimum.
The question worth sitting with — would you accept this level of vagueness from any other professional you pay monthly? Your accountant, your solicitor, your operations manager? Marketing doesn't get a grace period just because the results take time. The thinking should be there on day thirty, even if the results aren't.


