The Digital Perception Audit

10 questions. 4 minutes. A structured assessment of your firm's digital posture and perception risk. Your result is delivered by email immediately after completion.

SECTION 1 — PRESENCE

What currently exists and who constructed it.

If someone searched your firm's name today, what would they find?
(Select one)

If someone searched your firm's name today, what would they find?(Select one)

A

Nothing of substance

B

A basic website with minimal content

C

A website with some published material

D

A structured digital presence with consistent messaging

Does your firm have a defined point of view that is visible anywhere online?
(Select one)

Does your firm have a defined point of view that is visible anywhere online?(Select one)

A

No

B

It exists internally but has never been published

C

It appears occasionally, inconsistently

D

It is consistently expressed across channels

Has a third party ever written about or referenced your firm without your input?
(Select one)

Has a third party ever written about or referenced your firm without your input?(Select one)

A

Yes, and we have never responded to it

B

Yes, but it was broadly accurate

C

Rarely, and we were aware of it

D

Never to our knowledge

SECTION 2 — CONTROL

Who owns the narrative and how deliberately.

If a next-generation principal evaluated your firm digitally before a first meeting, what would they conclude?
(Select one)

If a next-generation principal evaluated your firm digitally before a first meeting, what would they conclude?(Select one)

A

They would find very little

B

They might question our current relevance

C

They would find something but it would feel dated

D

They would find a coherent, current picture of who we are

Does your firm have a documented position on what should and should not be visible digitally?
(Select one)

Does your firm have a documented position on what should and should not be visible digitally?(Select one)

A

No

B

It has been discussed but not documented

C

It is informally understood

D

It is documented and reviewed periodically

Who currently controls your firm's digital narrative?
(Select one)

Who currently controls your firm's digital narrative?(Select one)

A

We are not sure

B

Third-party platforms and search results

C

Partially us, partially external sources

D

We own it deliberately

SECTION 3 — TRANSITION

Generational alignment and mandate continuity risk.

How aligned are senior and next-generation principals on your firm's digital presence?
(Select one)

How aligned are senior and next-generation principals on your firm's digital presence?(Select one)

A

We have not discussed it

B

There is some tension or divergence

C

Broadly aligned, informally

D

Fully aligned with a shared documented position

In the last 12 months, have you lost or nearly lost a mandate where digital perception may have been a factor?
(Select one)

In the last 12 months, have you lost or nearly lost a mandate where digital perception may have been a factor?(Select one)

A

Yes, definitely

B

Possibly

C

Unlikely

D

No

SECTION 4 — GOVERNANCE

How the firm categorises and treats digital presence internally.

Does your firm appear on the radar of the platforms, publications or networks where your target mandates look first?
(Select one)

Does your firm appear on the radar of the platforms, publications or networks where your target mandates look first?(Select one)

A

No

B

Occasionally and without intention

C

Yes but inconsistently

D

Yes, deliberately and monitored

Does your firm treat digital presence as a governance matter or a marketing matter?
(Select one)

Does your firm treat digital presence as a governance matter or a marketing matter?(Select one)

A

We do not treat it as either

B

Marketing

C

Somewhere between the two

D

Governance