Schedule A “Nail It, Then Scale It” Audit & Assessment
What Goes Into An Audit & Assessment
Achieving scalable growth isn’t just about increasing sales—it’s about building a predictable, sustainable revenue engine that maximizes every opportunity. Imagine a sales pipeline that consistently delivers high-quality leads, translating into higher close rates and increased margins. By refining each step of your marketing and sales operations, you reduce customer acquisition costs while boosting ROI, creating a system that works smarter, not harder. And it doesn’t stop there: by empowering your top-performing salespeople with efficient processes and targeted strategies, you set the stage for lasting success. The result? A streamlined, optimized operation where growth becomes not just possible but inevitable.
What You Learn
Identify Revenue Leakage and Inefficiencies
Our comprehensive audit highlights where revenue is slipping through the cracks, whether due to low conversion rates, high customer churn, or missed upsell opportunities. By identifying these gaps, businesses can address inefficiencies that directly impact their bottom line.
Aligns Sales, Marketing, and Customer Success Efforts
The audit fosters alignment between teams, ensuring they’re working toward common goals with coordinated strategies. This synergy improves lead quality, enhances the customer journey, and ultimately drives higher revenue..
Strengthen Data-Driven Decision-Making
The audit provides a clear picture of which KPIs matter most to the business’s growth, and where data is lacking or inaccurate. Strengthening data collection and interpretation enables teams to make informed, real-time decisions that drive results.
Increases Revenue Predictability
Assessments of sales pipelines, forecasting models, and revenue cycles improve accuracy in revenue projections. With better predictability, businesses can make smarter decisions around hiring, expansion, and investment.
An audit for leaders who want to scale their company the right way
For entrepreneurs & founders
- Get a rich analysis of the marketing function to strengthen your go/no-go investment decision
- Better understand your company’s product market fit
- Identify areas that need immediate attention and investment
- Get a pre-built GTM plan the team can use immediately once your investment closes
For CEOs
- Get an unbiased snapshot of your marketing function’s health from a third party SaaS marketing expert
- Understand which efforts are worth doubling down on vs. cutting while making the most out of the budget that you have
- Get a clear picture on how to kickstart your marketing efforts to grow your company the right way
For marketing leaders
- Get a detailed 90-day go-to-market plan built for you and your team
- Identify concrete ways in which you can lead your marketing team towards business objectives
- Pinpoint any marketing strengths, weaknesses, and “red flags”
- Identify opportunities for growth, including low-hanging fruits and long-term strategies
A snapshot report for
your go-to-market strategy.
We’ll use the information you provide, readily-available data, and what we’re able to access using our specialized toolset to develop a high-level report to assess the status of the following functions.
9 Steps – Estimated Time To Complete – 30 Days
01.
Define Clear Objectives and Scope
Start by setting specific goals for the audit. Determine what you’re aiming to discover, such as identifying bottlenecks, understanding revenue leakage, or evaluating customer acquisition efficiency.
Define the areas to be assessed—marketing, sales, customer success, and revenue operations—and set a timeline and criteria for evaluation.
02.
Collect Data from Each Function
Gather all relevant data from marketing, sales, and customer success teams. This can include metrics like lead generation volume, conversion rates, customer acquisition cost (CAC), customer lifetime value (CLTV), and retention rates.
Access CRM data, marketing analytics, sales records, and customer feedback to provide a comprehensive view of current performance.
03.
Evaluate Marketing Performance
Review current marketing channels and their effectiveness. Analyze data from SEO, content, email, social media, and PPC campaigns.
Assess lead quality, cost per lead, engagement rates, and conversion rates to understand where marketing is succeeding and where it needs improvement.
04.
Assess Sales Processes and Pipeline Efficiency
Map out the sales process from lead generation to close. Identify where leads might be getting stuck or lost in the funnel.
Evaluate metrics like lead response time, win rates, and sales cycle length to understand sales performance.
Assess sales enablement resources and technology, such as CRM usage, to see if sales teams are adequately supported.
05.
Analyze Revenue Operations and Forecasting
Examine revenue forecasting accuracy and the underlying data sources, including historical sales data and market trends.
Identify inconsistencies or inaccuracies in forecasting that could hinder growth.
Assess revenue reporting processes and the integration of data across functions to ensure alignment in financial and operational insights.
06.
Review Customer Success and Retention Metrics
Evaluate customer satisfaction, retention, and renewal rates. Review feedback channels and the handling of customer inquiries and complaints.
Analyze customer segmentation to identify high-value and at-risk customers.
Assess customer success strategies for onboarding, retention, and upselling opportunities to identify gaps and areas for improvement.
07.
Conduct Cross-Functional Alignment Check
Evaluate alignment between marketing, sales, and customer success teams to ensure they’re working toward shared goals.
Review handoff points between functions, such as lead passing from marketing to sales and customer onboarding by customer success.
Identify misalignments or communication gaps that could be causing inefficiencies or missed revenue opportunities.
08.
Evaluate Technology and Tools
Audit the current tech stack for each function, including CRM, marketing automation, analytics tools, and customer success platforms.
Assess how effectively these tools are being used and whether there’s duplication, outdated software, or gaps that could be filled by new technology.
Determine if integrations between tools are smooth or if data silos are limiting the flow of information.
09.
Identify Key Insights and Pain Points
Summarize findings, including any inefficiencies, bottlenecks, missed opportunities, and areas of strength.
Highlight specific metrics or trends that indicate potential for improvement or that are inhibiting revenue growth.
Map out clear areas where the business is excelling and where there are barriers to success.
Are you ready to audit your marketing and revenue operations?
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