Find out exactly where your marketing is leaking revenue

A focused, fixed-scope audit for growing teams and organizations who suspect their CRM, database, or automation setup is costing them leads — but don't have the internal bandwidth to diagnose it.

See Pricing and Book Your Audit

Sound Familiar?

Your CRM has years of duplicate, outdated, or mis-tagged records nobody has cleaned up

Leads fall through the cracks between marketing and sales, or between sign-up and re-enrollment

You're not sure which automations are actually running, or whether they're doing what you think

You want to fix this, but a full agency retainer is overkill for what you need right now

The CRM & Lifecycle Audit

A hands-on review of your CRM setup, database hygiene, and lifecycle automation — delivered as a clear, prioritized action plan you can implement yourself or hand to a developer, no long-term contract required.

CRM & LIFECYCLE AUDIT

$750

one time fee

Delivered within 10 business days

Full CRM structure and data-quality review (duplicates, dead fields, broken segmentation)
Lifecycle and automation audit — what's live, what's broken, what's missing
Lead-flow mapping from first touch to close (or re-enrollment, for membership-based orgs)
Prioritized 30/60/90-day action plan, ranked by expected impact
Priority support
Written summary report you keep, no matter what you decide to do next

Book Your Audit

Powered by

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept