One call and one week later, you'll have a written map of your marketing stack: what's broken, what's redundant, what's risky, and what to fix first. Yours to keep — whether you hire us or not.
You screen-share your CRM, marketing automation platform, and data tooling. We ask pointed questions and take notes. No preparation needed on your side.
You receive a written document: current-state stack map, issues ranked by revenue impact, quick wins vs. structural fixes.
Each issue comes with an effort estimate, so you can plan the work with your own team, another vendor, or us.
If you'd like us to execute, we'll price the roadmap items. If not, the audit is still yours. No follow-up sequence, no chasing.
No. The call runs on your screen-share — you drive, we navigate. Nothing leaves your environment, and no credentials change hands.
Whoever lives in the stack day to day — usually a marketing ops manager or demand gen lead. A RevOps or sales ops counterpart is a bonus if CRM sync is a pain point.
Every stack we've ever audited was "a mess" by its owner's description. Orphaned workflows and mystery fields are the norm, not the exception. That's precisely what the audit is for.
The audit is how we'd start any engagement anyway — we're moving it in front of the paywall. Some audits turn into projects, some don't. Both outcomes are fine with us.