The Digital Optimisation Action Plan

Most visitor organisations are under pressure to grow ticket revenue and secondary spend, justify every pound of marketing budget and make digital work harder across channels.

But in reality, plans are often based on patchy data from multiple systems, legacy tactics that “we’ve always done” and agency or internal reports that don’t join the dots.

The result? You’re spending money, but you’re not entirely sure where the next 12–24 months of realistic growth will come from?

What's included?

A four-week, fixed-price process that gives you:

A structured review of your current digital marketing performance
Benchmarking against similar organisations and sector best practice
A prioritised growth roadmap for the next 12–24 months

It’s not an abstract “audit”. It’s a practical, sector-specific plan to get more value from the audiences and budget you already have.

Who is it designed for?

Best suited to organisations that:

Have in-house and/or agency support in place
Need an independent, sector-expert view on where growth will actually come from
Are planning for the next 1–2 years and facing pressure on income or visitation

If you’re making six or seven-figure decisions on marketing, the Digital Optimisation Action Plan is designed to help de-risk where that money goes next.

Proven Process

"This review was a game-changer for us. We have a good handle on our marketing, but the insights we gained will transform the way we approach digital, advertising, and audience engagement. The data-driven recommendations are practical, actionable, and already making an impact. If you want to stop guessing and start growing, this is the way to do it."

Paul Crofts, CEO, Dudley Canal and Tunnel Trust

"The review was exactly what we needed. It gave us a clear picture of what was working, what wasn’t, and where to focus our efforts. The insights on our digital marketing, SEO, and ad performance were eye-opening, and the strategic recommendations gave us a roadmap for the next two years."

Michelle Emerson, Marketing and Development Director, Eureka!

"We knew we had gaps in our digital strategy, but this process laid everything out—what to fix, where to invest, and how to align marketing with revenue. The audit uncovered immediate opportunities, and the recommendations set us up for long-term success. It’s made a real difference to our strategy and results."

Abigail Netcott, Marketing & Development Manager

“Navigate exceeded our expectations on the digital review they completed for us, so when the time came to trust an agency with our digital marketing, we wanted to go with someone with Navigate's expertise and knowledge. We appreciate their professionalism, digital expertise, and genuine interest in our success as a conservation charity. We have found them highly responsive and a pleasure to work with.”

Louise Cox, Head of Marketing, Communications and Fundraising, The Hawk Conservancy Trust

You’ll walk away with:

Board-ready report

Executive summary of your current position
Key performance snapshot and benchmarks
12–24 month growth roadmap

Prioritised Action Plan Actions ranked by impact and effort

Owners, timings and dependencies
Clear view of “quick wins” vs strategic shifts

60-minute Stakeholder Workshop

Walk-through of findings and recommendations
Space for questions, challenges and refinement
Final agreed priorities and next steps

Something you can present, defend, and actually deliver.

Where we focus our attention

Search Engine Optimisation & AI Search

Site visibility, rankings, quick technical fixes.

Digital Advertising

Spend efficiency, targeting, tracking.

Conversion Rate Optimisation

Website journeys, landing pages, forms.

Email Marketing

List health, automation, segmentation.

Social Media

Consistency, engagement, content mix.

Benchmarking

Budget, resources, staff impact.

Some of the Strategy Team

Simon Jones

Managing Director

30+ years experience; ensures delivery with client-side insight.

Simon Quance (Q)

Head of Strategy

30+ years in leading digital growth through deep stakeholder insight and visitor-focused strategy.

Shannon D’Arcy

Senior Project Manager

Shannon will be your main point of contact for the research elements of the project.

Howard Phillis

Head of Paid Media

20+ years paid media experience across multiple key sectors and will lead on the digital audits.

How we work with you

We’re very deliberate about how we work:

Collaborative, not confrontational - We work with your in-house team and current agency partners.

Respect for existing work - We build on what’s already working and highlight it, rather than starting from a blank page.

Realistic, capacity-aware roadmap - Recommendations are prioritised by impact and resource, you won’t walk away with a 200-point fantasy wishlist.
Flexible implementation - You choose how to act on the plan: with us, with existing partners, or entirely in-house.

The goal is clarity and alignment, not blame.

Investment & options

The investment needed for this strategic work is £7,500. It's ideal for short-term, focused action, a one-off project that delivers a clear solutions and outcomes. For organisations looking for a longer-term partnership, we provide a reduced rate as part of an ongoing relationship with Navigate.