Diagnostic
A clear, honest picture of the current state. Where time and money are being wasted. What is broken.
- CRM audit: data quality, pipeline hygiene, stage logic, field usage, integration health
- Outbound audit: deliverability, ICP definition, sequence structure, reply rates, tool stack
- Analytics audit: GA4 accuracy, conversion events, attribution model, dashboard quality
- Tool stack audit: redundancies, gaps, annual cost, ROI assessment
- Prioritized roadmap: every gap ranked by revenue impact and implementation complexity
- Written audit report delivered at the end of Week 1