🔍 System & Process Audits

Find what’s broken. Fix what matters.

If your pipeline’s stalling, it’s not just a traffic issue—it’s a system problem. Most teams don’t need more leads. They need cleaner handoffs, smarter automation, better messaging, and a funnel that works front to back. We help small and mid-sized businesses uncover what’s holding them back—and what to do about it.

What We Do

We audit your entire go-to-market system across marketing, sales, and RevOps. No fluff, no 80-page PowerPoints—just a focused, practical diagnostic of what’s broken, what’s misaligned, and what’s missing.

Core Audit Areas:

  • CRM & Sales Infrastructure: We review setup, lifecycle stages, pipelines, lead routing, automation, and reporting. If it’s slowing your team down, we’ll surface it.

  • Website & Conversion Flow: We audit your site like a buyer would. Load times, messaging, structure, CTAs—what’s helping, what’s hurting, and where people drop off.

  • Paid Media & Acquisition Channels: We assess where you’re spending, how it’s performing, and whether your tracking is telling the truth.

  • Automation & Lead Nurture: From top-of-funnel to closed deal, we look at every automation step—what’s working, what’s redundant, what’s missing entirely.

  • Analytics & Attribution: We check your tracking systems (GA4, GTM, UTM structure) to make sure you’re measuring what matters and seeing the full funnel.

  • Messaging & Offer Positioning: If your pitch isn’t landing, we’ll tell you why. Clear positioning, CTAs, and offer clarity are all on the table.

Deliverables

Here’s what you walk away with when we’re done:

  • A full diagnostic of your marketing and sales infrastructure

  • A prioritized list of what to fix, remove, or rework—no guesswork

  • Screenshots, examples, and callouts for every issue

  • A strategic roadmap organized by impact and effort

  • Clear next steps whether you implement in-house or with us

Let’s Unblock Your Growth

If the machine isn’t running right, you don’t need a new funnel—you need a better system. We’ll find the breaks, map the fix, and help you move faster.