EFFECT Scan Toolkit™
Run your own marketing effectiveness diagnostic
Want the impact of a full marketing effectiveness audit, but need to run it internally and on your terms?
The EFFECT Scan Toolkit™ packages our full EFFECT Scan methodology into a self‑serve toolkit for marketing leaders. You get the same structure, questions and artefacts our enterprise clients pay £15k+ for; you just run it yourself, at your own pace
Who it’s for:
CMOs, Marketing Directors and Effectiveness Leads who want a structured diagnostic but prefer to keep the work in‑house.
Organisations with enough internal bandwidth to interview stakeholders and host workshops, but not the appetite or budget for a consultant‑led project.
Teams that want to build internal ownership of the roadmap by leading the process themselves.
Early Bird Launch: April 2026
First 25 Licenses: £1,995 (save £1,000)
What’s inside the EFFECT Scan Toolkit:
The Toolkit gives you everything you need to design, run and socialise an EFFECT Scan within your own organisation:
Video training modules – short, practical videos walking you through each step of the EFFECT Scan process.
Stakeholder interview guides – ready‑to‑use question sets for CMOs, marketing teams, finance, commercial, IT/data and agencies.
Diagnostic survey templates – pre‑built questionnaires to capture wider team perspectives across the EFFECT pillars.
Automated scoring & benchmarking – a structured scoring framework to turn qualitative input into numeric scores and benchmark where you stand.
Roadmap templates – clear formats for building your 12–24‑month roadmap with workstreams, sequencing and ownership.
Facilitation and workshop guides – step‑by‑step instructions and scripts for running alignment sessions with senior stakeholders.
With the EFFECT Scan Toolkit, you and your team can:
Run a structured, organisation‑wide effectiveness assessment without bringing in external consultants.
Bring senior stakeholders into the process using proven interview and workshop formats.
Turn mixed opinions into a clear, evidence‑based view of your biggest gaps and opportunities.
Build a prioritised 12–24‑month roadmap you can stand behind with the board.
You stay in control of the process, pace and level of visibility – and keep all the learning inside your organisation.
Toolkit vs full EFFECT Scan™
Not sure whether to choose the Toolkit or a consultant‑led Scan?
Choose EFFECT Scan Toolkit™ if:
You can convene stakeholders and lead workshops internally.
You want the framework, questions and tools – but don’t need us in the room.
You want to build internal ownership of the findings and roadmap.
Choose the full EFFECT Scan™ if:
You need independent, external authority and air‑cover with senior stakeholders.
Internal capacity is stretched and you want us to do the heavy lifting.
Politics or complexity means an outside facilitator will unlock more honest input.
If you’re unsure, we can help you decide in a short call.
How the Toolkit is typically used:
Most teams follow a simple, four‑step flow:
Set‑up and training
Watch the core training modules, tailor the interview/survey templates to your context and agree scope.
Gather input
Run stakeholder interviews and distribute the diagnostic survey across key teams and markets.
Score and synthesise
Use the scoring and benchmarking framework to see how you perform across each EFFECT pillar and where the gaps really are.
Build and socialise the roadmap
Use the roadmap templates and facilitation guides to agree priorities, owners and milestones with your leadership team.
You can complete this in a focused 4–6 week sprint or stretch it over a quarter to match your planning cycle.
Support options
The Toolkit is designed to be genuinely self‑serve, but if you’d like extra support you can add:
- Light‑touch coaching sessions to review your findings and roadmap.
- Help designing or facilitating one key senior workshop.
We’ll only recommend this if it genuinely adds value on top of the Toolkit.
Ready to run your own effectiveness diagnostic?
If you want the clarity of an EFFECT Scan and the control of an internal project, the EFFECT Scan Toolkit™ is built for you.
Reserve Your Early Bird License – £1,995
Only 25 Early Bird Licenses Available
Launch: April 2026
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