Services · Marketing & Revenue Audit
A 2–3 week, head-to-toe checkup of your marketing and revenue engine. You get an honest scorecard, a prioritized 90-day plan, and zero 94-page decks you’ll never read.
Timeline
2–3 weeks
Format
Interviews, data review & live readout
Pricing
Fixed fee
Best For
Teams that know something’s off but can’t pinpoint what
Is This You?
✓Marketing is busy, but nobody can say what’s actually working.
✓Leads are coming in, but pipeline isn’t growing with them.
✓Sales and Marketing have different numbers (and different stories).
✓You’re about to hire, re-org, or spend big, and want a gut check first.
✓A new leader just stepped in and needs a clear picture, fast.
✓You’ve tried “more campaigns.” It didn’t fix it.
If you nodded at even one of those…it’s time for an X-Ray.
What You Get
Like any good X-Ray, we look at the whole skeleton, not just the bone that hurts. [Cue the dramatic medical-drama music.]
Conversations with leadership, Marketing, and Sales to hear how things really work (and where they don’t).
Is your story clear, different, and consistent from the website all the way to the sales deck?
How leads move from first touch to closed deal, where they stall, and where they leak.
What your CRM and marketing tools are doing, what they’re not, and whether anyone trusts the reports.
Lead definitions, handoffs, follow-up, and shared goals, scored honestly.
A clear grade for each area and a prioritized plan: quick wins first, bigger builds next.
How It Works
Week 1
Kickoff call, data access, and stakeholder interviews with each team.
Week 2
We review your funnel, CRM, content, campaigns, and tech stack.
Week 3
A live walkthrough of your scorecard and 90-day plan, with plenty of time for questions.
After
Run with the plan yourself, or bring us in for the next step. No pressure either way.
Expectations First
The X-Ray is designed to be light on your team and heavy on answers.
The Receipts
Because I’ve run this exact diagnosis from the inside…as the new marketing leader walking into an organization and needing to know what’s working, fast.
The Funnel X-Ray is that same playbook, packaged so you get the answers without hiring a full-time executive to find them.
BigScoots
CMO
Steadfast
VP of Marketing & Sales
OpenMetal
Director of Marketing
Panduit
Marketing Leadership
FAQ
It’s a fixed fee, scoped on our first call based on your company’s size and how many teams are involved. No hourly meter running in the background.
The plan is yours to keep. Plenty of teams run with it in-house. Others bring us in for a Revenue Engine Build or a Fractional CMO engagement.
Nope. It works for growing B2B teams of just about any size. Smaller teams usually move through it even faster.
Ha. No. Some of the best recommendations we make are “stop doing that” and “cancel this tool.”
What’s Next
Fix the Plumbing
Turn the X-Ray findings into shared lead stages, a real handoff, and dashboards people trust.
Get a Leader in the Seat
Have a seasoned marketing leader own the 90-day plan and run with it.
Launch Something
Take a product, service, or new market to launch, without the fire drill.
Want the thinking behind it? Read the deep dive on Sales Process & Operations.
Book a quick call. We’ll scope your X-Ray and give you a fixed price before anything starts.