Find out what your stack actually does — before it surprises you.
Platforms accumulate years of decisions: fields nobody remembers creating, workflows nobody dares delete, licenses nobody uses. An audit turns that fog into a documented map with a prioritized fix list — whether the next step is a cleanup, a migration, or just peace of mind.
You inherited the instanceNew role, new team, or new agency — and the person who knew where the bodies are buried is gone.
Something big is comingA migration, a merger, a new CMO, a compliance review. You need to know the current state before you commit to a plan.
The renewal is dueYou're about to re-sign for tools and tiers, and nobody can say which features are actually in use.
Scope
What we take off your plate.
Instance deep-dive
Full review of your CRM or MAP: objects, fields, workflows, campaigns, integrations, and permissions.
Data quality assessment
Duplicate rates, field completeness, decay patterns, and where bad data enters the system.
Automation inventory
Every active workflow catalogued with purpose, owner, and risk level — including the mystery ones.
Integration & sync review
What connects to what, which syncs error silently, and where field mappings drift.
License & feature utilization
What you pay for versus what you use, with concrete downgrade or consolidation options.
Compliance check
Consent capture, suppression handling, retention practice — reviewed against GDPR and your own stated policy. (We're operators, not lawyers — we flag, your counsel decides.)
Engagement
Two ways to work with us.
Project
Fixed-scope build
A defined piece of work with a start, an end, and a handover. Best for migrations, rebuilds, and audits.
→Scoped and quoted after the stack audit
→Milestone-based delivery
→Documentation included in scope
Ongoing · most common
Embedded ops partner
A monthly retainer where we operate as part of your team — running the machine and improving it as we go.
→Fixed monthly capacity, flexible priorities
→Inside your Slack and sprint cadence
→Monthly stack health review
Deliverables
What “done” looks like.
Every engagement leaves artifacts behind — not just changes in your instance.
DOC
Current-state mapSystems, data flows, and integrations on one diagram your whole team can read.
DOC
Findings reportEvery issue ranked by revenue impact and effort to fix — quick wins separated from structural work.
DOC
Automation & field registryThe catalogue that ends "does anyone know what this does?" forever.
DOC
Prioritized roadmapA sequenced fix list with effort estimates, usable with us, your team, or another vendor.
CADENCE
Walkthrough sessionA working session presenting findings to your team, with Q&A recorded for reference.