Free stack audit · 45 minutes

Leave with a fix list, not a pitch deck.

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.

How it works
  1. 01
    The walkthrough call — 45 min

    You screen-share your CRM, marketing automation platform, and data tooling. We ask pointed questions and take notes. No preparation needed on your side.

  2. 02
    The audit — within 5 business days

    You receive a written document: current-state stack map, issues ranked by revenue impact, quick wins vs. structural fixes.

  3. 03
    The roadmap

    Each issue comes with an effort estimate, so you can plan the work with your own team, another vendor, or us.

  4. 04
    The quote — only if you want it

    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.

What we look at
▸Lead routing & assignment logic▸Lifecycle stages & scoring models▸CRM ↔ MAP sync health & field mapping▸Duplicate & data hygiene levels▸Attribution & campaign tracking▸Email deliverability signals▸Automation sprawl & orphaned workflows▸Consent & compliance handling▸Tool overlap & unused licences▸Reporting gaps between marketing & sales
Before you book
Do we need to give you system access?

No. The call runs on your screen-share — you drive, we navigate. Nothing leaves your environment, and no credentials change hands.

Who should join the call?

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.

What if our stack is a mess and we're embarrassed by it?

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.

Is this really free? What's the catch?

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.