The diagnosis, not the plan. Four weeks, fixed scope. A clear picture of what's broken and what to fix first. Before you make any bigger decisions.
Most marketing audits produce a PowerPoint with observations. This one produces a working document you can act on immediately: specific recommendations, explicit reasoning for each, and a prioritized list of what to address first.
Over four weeks I'll interview your founder, sales team, and key customers. I'll evaluate your messaging across every customer-facing surface, analyze your funnel data, and assess how well your team structure matches your B2B SaaS GTM motion.
You'll leave with clarity on three things: what's actually broken (not just what feels broken), what to fix first and why, and whether you're spending your limited marketing budget in the right places.
No ongoing commitment required. This is a standalone engagement built for B2B SaaS companies. Many clients use it as the foundation for the Audit + Sprint or Embedded CMO.
Founder session, sales team interviews, and access to funnel data, messaging assets, and any existing research.
Two or three customer conversations. Why they bought, what they actually use, and what your positioning sounds like from the outside.
Competitive landscape, full messaging audit, funnel modeling, team structure review. Findings get pressure-tested before they become recommendations.
Written report delivered 48 hours before the call. Ranked findings, explicit reasoning, clear priorities. Then a live walkthrough for questions.
Most founders have found the right customer. The failure is describing that customer in terms that mean something internally but land flat externally. The gap between how your team talks about the product and how your best customers actually talk about it is almost always where the diagnosis starts.
You're probably not in the wrong channels. You're in the right ones with the wrong message or a mismatched offer. Switching channels is expensive and slow. Fixing what you say in the channels you're already in is faster and compounds across every surface at once.
When output is weak, the root cause is usually not the people. It's the absence of a strategic layer: no clear ICP priority, no positioning brief, no defined criteria for what a good lead actually looks like. The audit surfaces what's structurally missing so execution can actually work.
A written document, not slides. Ranked findings with explicit reasoning for each one, an executive summary your board can read in five minutes, and a prioritized action list ordered by impact and feasibility.
You get it 48 hours before the debrief call, not the morning of. You should have read it and formed your own reactions before we talk.
Yes. It's written with that in mind. The executive summary is designed to be readable by someone who wasn't in the room for any of the interviews.
Founders use it as context before board meetings and as a due diligence artifact when investors ask marketing questions. It reads like a business document, not a consulting output.
Nothing is required. The audit stands on its own. Some clients take the findings and execute internally. Others use it as the foundation for the Audit + Sprint or move into the Embedded CMO engagement.
All three work. The goal of the audit is a clear picture, not a dependency on what comes next.
Tell me where you are. I'll tell you honestly if I think I can help. That's the whole call.