Program · Marketing & CRM Audit
Find where your pipeline leaks, and what to fix first.
A structured review of your marketing, CRM, tracking and website, delivered as a clear, prioritized roadmap.
- Format
- Fixed scope
- Typical duration
- Investment
- By assessment
What it is
What is the Marketing & CRM Audit program?
Most companies lose revenue in places they can’t see: a broken handoff, an automation that stopped, a channel that looks busy but doesn’t convert. The audit finds those leaks and ranks them by what they cost.
What's included
What's included in Marketing & CRM Audit?
- 01A review of your marketing channels and what each one returns
- 02A CRM and portal audit, covering pipeline stages, data quality and automations
- 03A conversion tracking and analytics review
- 04A website conversion and technical review
- 05A lead follow-up and speed-to-lead review
- 06A findings session with leadership
What you leave with
The outcome, not just the activity.
A prioritized roadmap of fixes, ranked by impact on revenue
A clear view of where leads and pipeline are being lost
Recommendations you can act on with any team, or with ours
Who it's for
Who is Marketing & CRM Audit for?
A strong fit
Companies that suspect their marketing and CRM are leaking revenue, new leadership teams, and investors assessing a portfolio company’s marketing.
We may not be the right partner if…
You need ongoing execution rather than an assessment.
Related services
The services behind the program.
CRM & Marketing Automation
Every lead followed up, automatically.
Explore: CRM & Marketing AutomationSales Enablement & RevOps
Close more of the leads you already have.
Explore: Sales Enablement & RevOpsWebsites & Conversion Design
Your website as your best salesperson.
Explore: Websites & Conversion Design
Questions we hear
Common questions about Marketing & CRM Audit
Do you need access to our systems?
Yes. We review your CRM, analytics and ad accounts with read access, and everything we see stays confidential.
What if we already work with another agency?
That’s fine. The audit gives you an independent view, and the roadmap can be carried out by any team.
Let’s talk
We map where your pipeline leaks in a private session.
Tell us a little about your business and we’ll reach out within one business day. Or simply call. We’d enjoy hearing about what you’re building.
Prefer to talk? Call us813.212.9930- A reply within one business day
- No obligation
- Your details stay confidential
Start a conversation
A few details, no obligation.
Thank you. We’ll be in touch within one business day.
Prefer to talk now? Call 813.212.9930.