Multi-Channel Marketer Level 3 — EPA Preparation Guide

What the assessor is looking for, and how to frame your answers using your own work

Standard ST1031 AM1 · Project Report + Presentation AM2 · Portfolio-Based Interview

⚡ Before you start — key things to remember

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Project Report, Presentation & Questioning

20-minute presentation followed by at least 6 questions (25 minutes) · Evidence from your Project Report and Presentation ONLY

MCM1 — Metrics & Data
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Selecting & applying metrics

Explain which metrics you chose to deliver and evaluate your campaign, and how you applied them accurately to get meaningful data.

⚠ Minimum 2 metrics required
Goals / targets Click-through rate (CTR) Cost per acquisition (CPA) Customer lifetime value Bounce rate Conversions
Find the section of your Project Report where you discussed the metrics you chose and explain why they were appropriate for your campaign type and objectives.
MCM2 — Data, Resources & Customer Segments
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Using valid data & resources to plan activities

Show how you used reliable, accurate data to plan your marketing. Also explain the resources (tools, people, materials) you used to organise your work.

⚠ Min 2 activities + min 2 resources
Cleansed/formatted data CRM data Analytics data Survey results
Spreadsheets Project management tools Dashboards Design assets
Find where your Project Report describes how you planned the campaign — what data did you rely on, and what tools or resources did you use?
MCM2.3MCM2.4
Retaining & acquiring customers

Explain how your project helped keep existing customers (retain) and win new ones (acquire), with at least 2 examples for each.

⚠ Min 2 retention methods + min 2 acquisition methods
Loyalty schemes Membership Rewards Customer service comms
Email marketing Social media ads Customer personas Analytics-led targeting
Look at your Project Report — where did you describe the outcomes and activities that either kept customers engaged or brought new ones in?
MCM3 — Your Organisation
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Structure, vision, objectives & sustainability

Describe your role within the company (structure), explain the organisation's vision and values, how your work supports its objectives, and what impact your marketing has on sustainability.

Your job title & responsibilities Where you sit in the org chart Company values / mission Business objectives your work supported Environmental / ethical impact of marketing
Look at the introduction section of your Project Report — does it describe the company, your role, and why the project mattered to the business?
MCM4 — Collaboration & Communication
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Working collaboratively & adapting your communication style

Give examples of how you worked with others (stakeholders, team members, clients). Also explain how you changed your communication style depending on who you were talking to.

⚠ Min 2 examples of collaboration + min 2 communication style adaptations
Team meetings Briefing sessions Client check-ins Cross-team projects
Reports for senior management Plain-language updates for non-marketers Technical briefs for agencies Informal Slack/email updates
Find examples in your Project Report of who you worked with and how you communicated with them throughout the project.
MCM5 — Copywriting
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Copywriting techniques, brand guidelines & proofreading

Name the copywriting techniques you used and explain why they suited your chosen channels. Show how you followed brand guidelines and ensured content was proofread before publishing.

⚠ Min 2 techniques for min 2 different channel types
AIDA (Attention, Interest, Desire, Action) Storytelling Features & benefits Positive messaging Facts & statistics
Social media copy Email copy Ad copy (PPC/display) Blog / content marketing Offline leaflets / billboards
Find the copy examples in your Project Report — which techniques did you use and why? How did you check content against brand guidelines before it went live?
MCM6 — Campaign Management
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Campaign process & tools

Explain how the campaign management process and tools you used (or proposed) were the right choice — that they matched the project goals, were measurable and aligned to the budget.

Google Ads Meta Ads Manager HubSpot Hootsuite/Buffer Mailchimp Canva / Adobe Trello / Asana
Look at your Project Report for where you described the tools and processes used — explain why they were the best fit for your brief.
MCM6.5MCM6.6
Reviews, results & stakeholder engagement

Explain how you took responsibility for reviewing performance (measuring KPIs, benchmarking) to improve results, and how you kept internal stakeholders involved throughout.

Weekly performance reviews KPI dashboards Benchmarking against targets Team update meetings Feedback sessions with line manager
Find where your Project Report shows how you monitored the campaign and who you reported to or involved in decisions.
MCM7 — Measuring & Evaluating Your Campaign
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Evaluating, measuring & interpreting data

Show how you evaluated and measured what happened during the campaign, how you interpreted the data accurately to draw conclusions, and how you managed your own workload throughout.

GA4 / Google Analytics URL tracking / UTM parameters A/B test results Heatmaps Data visualisation dashboards Surveys Qualitative & quantitative data
Look at the results and evaluation section of your Project Report. How did you collect data, what did it tell you, and how did you reach your conclusions?
MCM8 — Advanced Techniques & Software
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Advanced marketing techniques & software packages

Name at least 2 advanced techniques you applied and at least 2 software packages, explaining how they contributed to campaign management and achieving your marketing objectives.

⚠ Min 2 advanced techniques + min 2 software packages
Marketing automation A/B split testing AI-assisted tools On-page / off-page SEO CRM customisation Programmatic advertising Dashboard creation
Google Analytics / GA4 Google Ads Tableau / Power BI WordPress Excel / data tools
Find the technical sections of your Project Report — what advanced things did you do? Be specific about which tools you used and what they achieved.

Going above a Pass — these questions come after all pass criteria are met

These are still based on your Project Report & Presentation. Expect them if you're performing well.

MCM9.0MCM9.1
Benefits & limitations of your recommendations

Explain the benefits AND limitations of the recommendations you made in your project.

⚠ Min 2 benefits + min 2 limitations
Benefits: increased reach, cost efficiency, growth Limitations: budget constraints, platform reach, scope
Look at your Project Report's recommendations section — did you acknowledge any drawbacks or constraints alongside the positives?
MCM10.0MCM10.1
Strengths, weaknesses & data-driven recommendations

Evaluate the strengths and weaknesses of your campaign management approaches, and show how campaign data was used to inform your recommendations.

⚠ Min 2 strengths + min 2 weaknesses
Attribution modelling A/B testing results Audience segmentation analysis
Find the analysis sections of your Project Report — what worked, what didn't, and how did the numbers back up your next steps?
MCM11.0
Justifying your communication methods

Justify why you chose the communication methods you used to present your findings, and explain why other methods would not have been as suitable.

⚠ Min 2 communication methods
Face-to-face presentation Written report Email summary Video / slide deck
Think about how you shared your project findings — why was a presentation or report the right format for your audience?
MCM12.0MCM12.1
Copywriting suitability & evidence-based recommendations

Evaluate whether your copywriting choices suited the channels and audiences used, and make valid, evidence-backed recommendations for improvement.

Why storytelling worked for long-form blog Why short sharp copy suited social ads Campaign optimisation recommendations
Look for places in your Project Report where you reflected on your copy choices and whether they hit the mark for each channel.
MCM13.0MCM13.1
Justifying your marketing activities & resources

Explain why you chose the specific marketing activities and resources you used to retain or acquire customers — justify the plan, not just describe it.

Why email over paid ads for retention Why Trello was the right project tool Why this data source was most reliable
Find where your Project Report explains your decisions — not just "I did X" but "I chose X because…"
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Portfolio-Based Interview

60-minute professional discussion · Questions are directly linked to your Portfolio of Evidence · Refer to your case studies, CMS evidence, and Organisation Overview

MCM17 — Marketing Theories, Concepts & Principles
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Marketing theories, concepts & principles in practice

Name at least 2 marketing theories, 2 marketing concepts, and 2 marketing principles, and explain how you actually used them to make decisions in your real work.

⚠ Min 2 theories + min 2 concepts + min 2 principles
4Ps / 7Ps Maslow's Hierarchy STP Model AIDA SWOT Boston Matrix
Product, Price, Place, Promotion People, Process, Positioning
Look through your Portfolio case studies — where can you point to a model or theory you applied, even informally? Be ready to explain how it shaped your thinking.
MCM18 — Regulatory & Legislative Requirements (GDPR)
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Data handling regulations & legislation

Explain the rules (regulatory and legal) around handling data in a marketing role — covering things like how you collect, store and use customer data lawfully and ethically.

⚠ Min 2 regulatory + min 2 legislative requirements
GDPR Data Protection Act 2018 Data Ethics Framework Copyright law Right to opt out / unsubscribe Data minimisation
Look at your Portfolio — do any of your case studies mention GDPR compliance, consent, or legal requirements around the data or campaigns you ran?
MCM19 — Ethical & Diverse Marketing Communications
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Principles of ethical & inclusive communications

Explain the principles behind good marketing communications, why it matters to be ethical (honest, transparent, trustworthy), and why diversity and inclusion are important in marketing.

⚠ Min 2 principles of marketing communications
Reach & attention Creativity & consistency Emotional connection Transparency & honesty Inclusive language & imagery
Think about your Portfolio — how did you make sure your communications were honest and accessible to different audiences?
MCM20 — Working with External Suppliers
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Briefing & managing suppliers professionally

Show how you briefed external suppliers (agencies, freelancers, printers, etc.) and managed those relationships professionally — maintaining integrity and confidentiality throughout.

Project briefs / creative briefs Feedback and performance reviews Building professional relationships NDAs / data protection agreements Transparent communication
Find examples in your Portfolio where you worked with an external supplier — how did you brief them and what made the relationship professional?
MCM21 — Customer Journey & Segmentation
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Touchpoints, personas, sales funnel & segmentation

Describe the customer journey — both offline and online touchpoints. Explain the customer personas you used, walk through the sales funnel, explain how you segment your audience, and describe how marketing affects customer experience.

⚠ Min 2 digital touchpoints + min 2 personas
Awareness: social media ads Consideration: email nurture Purchase: landing page Retention: post-purchase email Offline: leaflets, events, in-store
Demographics (age, location) Buying behaviour Interests / lifestyle
Look at your Portfolio case studies — can you trace the customer's journey from first contact to conversion? Did you create or use any personas?
MCM22 — Competitor Analysis & Supplier Research
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Competitor analysis & researching suppliers

Explain why competitor analysis is important and how you go about doing it. Also show how you research potential external suppliers before making recommendations.

SWOT/competitor comparison Social listening / monitoring Trade directories & industry sites Reviewing supplier portfolios & reviews
Find any Portfolio evidence of competitor research or supplier evaluation — what did you look at, and how did it influence your recommendations?
MCM23 — Supplier Research & Procurement
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Researching suppliers & recommending procurement

Show how you researched and evaluated external suppliers, and how you made recommendations for buying marketing goods or services (e.g. choosing a print supplier, design agency, or ad platform).

Qualification criteria / shortlisting Getting quotes / RFPs Comparing proposals Quality & compliance checks Budget analysis
Find evidence in your Portfolio of a time you researched and recommended a supplier or marketing service — what process did you follow?
MCM24 — Creating & Managing Content
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Creating, adapting & organising content legally

Show how you create content, how you adapt it for different channels (online and offline), how you organise your assets, and how you make sure everything is legally compliant.

⚠ Min 2 different online/offline mediums
CMS (WordPress, Wix) Canva / Adobe Creative Video editing software Office / Google Docs
Folder naming conventions Version control Asset libraries Metadata & tagging Copyright / image rights
Look at your Portfolio for examples of content you created — show how it was adapted for different formats and how you made sure it was legally cleared.
MCM25 — Marketing Channels & Campaign Building
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Online, offline & cross-channel campaigns

Explain the marketing channels you used (online and offline), show how they worked together (cross-channel), and demonstrate how you built and implemented campaigns using them.

⚠ Min 2 channels overall; min 1 offline + min 1 online
Email Social media PPC / Google Ads SEO Content marketing
Print / leaflets Events Direct mail Outdoor / billboards
Find Portfolio evidence of campaigns using more than one channel — explain how they connected with each other and what roles they each played.
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Working flexibly & adapting to change

Give examples of how you prioritised your workload when things changed and how you adapted when situations shifted (new briefs, tight deadlines, unexpected results).

Re-prioritising tasks under deadline pressure Changing approach based on poor results Responding to last-minute client requests
Think about a time in your Portfolio where plans changed or didn't go to plan — how did you adapt and manage your workload?
MCM26 — Content Management System (CMS)
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Publishing text, images & video on a CMS

Show (using your Portfolio CMS evidence) that you have published text content, image content, AND video/animated content using a content management system.

WordPress Wix Squarespace Drupal / Umbraco Shopify
Uploading / scheduling text posts Adding image galleries or banners Embedding or uploading video
Go to your CMS Portfolio document — it should show screenshots or evidence of you publishing all three content types. Be ready to walk the assessor through each one.
MCM27 — ROI & Budget Management
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Measuring ROI, monitoring & amending budgets

Explain how you measure return on investment (ROI), how you monitor campaigns to stay within budget, and how you make adjustments when campaigns go over or under budget.

ROI calculations Performance dashboards Conversion tracking Budget allocation spreadsheets Pausing / scaling campaigns Budget forecasting
Find Portfolio examples where you tracked spend against results — how did you know if a campaign was delivering value for money, and did you ever need to adjust the budget mid-campaign?
MCM28 — Current & Emerging Technologies
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Technologies you use now & what's coming next

Name the current technologies you use to record and analyse customer data, and identify emerging technologies that could impact marketing campaigns in the future.

⚠ Min 2 current technologies + min 2 emerging technologies
CRM (HubSpot, Salesforce) GA4 / Google Analytics Email marketing platforms Social media analytics
AI content generation (ChatGPT, Gemini) Predictive analytics AR / VR marketing Voice search optimisation Cookieless tracking solutions
Look at your Portfolio — what tech tools appear throughout your case studies? Then think about what new tools you're aware of that your organisation might adopt.
MCM29 — Professional Development
MCM29.0
How you seek out learning & development opportunities

Explain how you actively identify and pursue opportunities to develop professionally — training, qualifications, self-study, events, and so on.

Google / Meta / HubSpot certifications Online courses (LinkedIn Learning, Coursera) Industry webinars & events Reading marketing blogs / journals Mentoring / shadowing colleagues
Find any CPD or training records in your Portfolio — mention specific courses, certifications or learning activities you've completed during your apprenticeship.

Taking your AM2 to the next level

Based on your Portfolio. The assessor will probe these areas if your pass criteria responses are strong.

MCM14.0MCM14.1
Impact of customer targeting & improving the journey

Analyse how your customer targeting approach affected the customer journey, and make evidence-based recommendations for how the journey could be improved further.

How targeting data improved CX Acting on customer feedback Addressing friction points in the funnel
Find Portfolio evidence of targeting decisions you made and the impact they had on how customers experienced your brand.
MCM15.0MCM15.1
Evaluating channel suitability & recommendations for change

Evaluate whether the channels you used were the most suitable for your campaigns, and make data-driven recommendations for how you'd change your channel approach.

⚠ Min 2 channels evaluated
Why channel X outperformed channel Y What the data says about channel performance What you'd do differently
Look at your Portfolio for channel performance data — can you make a clear, evidence-backed argument for what should change and why?
MCM16.0MCM16.1
Justifying the technology & software used

Justify why you chose the specific technology and software tools to analyse your findings — and explain why other options weren't as suitable for your context.

Why GA4 over another analytics tool Why HubSpot over a simpler CRM Why this CMS suited the team's needs
For each key tool in your Portfolio, prepare a short explanation of why you chose it — what alternatives did you consider or reject, and why?
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Final preparation tip

The assessor is not trying to catch you out — they want to see that you understand why you did things, not just that you did them. For every answer, try to follow the structure: "I did X, because Y, and the result was Z." Refer back to specific page numbers or sections of your Portfolio or Project Report by name — it shows confidence and makes your evidence much stronger.