Your tech stack is fighting itself. We'll show you where.
Disconnected CRMs. Email lists out of sync. Lead routing that drops half your inquiries. Compliance flags nobody’s checking. We audit it all — and give you a roadmap to fix it without ripping anything out.
What we'll audit.
CRM hygiene (duplicate records, missing fields, lifecycle stages)
Lead routing and assignment logic
Email platform configuration and deliverability
Active automation workflows and their performance
Form-to-CRM data flow integrity
Lifecycle program coverage (welcome, nurture, win-back, etc.)
Integration health (CRM – Email – Ads – Web)
Compliance flags (GDPR, CAN-SPAM, CASL, TCPA, unsubscribe handling)
What you'll get.
20-page report with platform-specific findings
Stack diagram showing data flows and gaps
Prioritized fix list (quick wins → strategic rebuilds)
30-minute Loom walkthrough
30-minute Q&A call
$1,000 credit toward our Marketing Automation Pod
If we find what we usually find...
Marketing Automation Pod from $4,000/month. Your audit fee credits 100% toward month one.
Book a Pod Consultation
Pick the pain that matches yours from the selector — or skip the matching and book a free 20-minute call to talk through it directly.