Flat Fee · Starting at $9,000 · 6 Weeks

Audit +
Sprint

The audit plus the plan. Six weeks produces a diagnosis of what's broken, a positioning brief your team can actually use, and a 90-day execution roadmap with named owners. You walk out with something an operator can run with on day one.

You're here because
"I know what's broken. I need a plan to fix it."
Most common starting point

What the Audit + Sprint Delivers

The Sprint goes further than an audit. It doesn't just tell you what's broken. It tells you what to fix first, in what order, and what the next 90 days look like. By the end you have a working plan, not a set of findings to interpret.

The deliverable is a document with owners, sequenced priorities, and explicit rationale for every decision. Hand it to anyone on your B2B SaaS team and they'll know exactly what to do on day one.

Most B2B SaaS founders use this before committing to Embedded CMO. It's a low-risk way to work together, and it gives you a deliverable with independent value whether you engage further or not.

If you already know what's broken and just need a diagnosis without the roadmap, the Marketing Audit is the right starting point at $6,000.

  • Discovery sessions with founder, sales, and customer success
  • ICP and competitive landscape analysis
  • Messaging and positioning audit with rewrite recommendations
  • Full-funnel health assessment (pipeline sources, conversion rates, CAC by channel)
  • 90-day prioritized execution roadmap with sequenced initiatives and named owners
  • Team structure and hiring recommendations
  • Written report delivered before a live readout and discussion
Engagement Details
Audit + Sprint
Starting at $9,000 flat fee
Duration6 weeks
DeliverableFull report + 90-day roadmap
CommitmentJust this engagement
Natural nextEmbedded CMO
Compare all services →
Audit vs. Audit + Sprint

Not sure which one you need?

Marketing Audit · $6,000
You need a diagnosis

Something feels off but you're not sure exactly what. The Audit tells you what's broken, what isn't, and what to address first. No roadmap. No execution plan. Just the clearest possible picture before you make any bigger decisions.

Audit + Sprint · Starting at $9,000
You need a diagnosis and a plan

You know something isn't working and you need more than clarity. You need a sequenced plan you can hand to your team on day one. The Sprint adds a 90-day execution roadmap with named owners on top of the full audit.

How the Sprint Works

Six weeks to a plan your team can run

01
Discovery

Founder session, sales and CS interviews, access to funnel data, messaging assets, and existing research. The Sprint starts with more stakeholder depth than the Audit alone.

02
Customer Research

Two to three customer conversations focused on why they bought, where your positioning lands, and what objections come up most. This is the foundation of the positioning brief.

03
Analysis & Roadmap

Full messaging audit, funnel modeling, competitive landscape. Findings get turned into a sequenced 90-day roadmap with named owners and explicit rationale for every priority.

04
Report & Debrief

Full written report plus the roadmap document delivered 48 hours before the live debrief. The debrief is a working session: questions, pressure-testing, and handoff.

What you walk out with

Every deliverable, documented and yours

Written diagnostic covering what's broken and why
ICP pressure-test with competitive context
Messaging and positioning audit with rewrite recommendations
Full-funnel health assessment across sources and conversion rates
90-day execution roadmap with sequenced initiatives
Named owners and success criteria for every initiative
Channel and budget allocation by quarter
Team structure and first-hire recommendations
Written report delivered 48 hours before the readout
Live readout and Q&A session
Common questions

About the Sprint and what comes after

How is this different from just the Marketing Audit?

The audit tells you what's broken. The Sprint adds what to do about it, in what order, and who's responsible for each piece.

If you already know you're going to need a plan and not just a diagnosis, the Sprint is the right starting point. If you're genuinely not sure what's broken yet, start with the audit and decide from there.

Can I move to Embedded CMO after the Sprint?

Yes. Clients who do say it makes the Embedded CMO engagement meaningfully faster. The diagnostic work is already done. Day one starts with a roadmap in hand and a shared understanding of the terrain.

Compare that to starting Embedded CMO cold: the first month goes to building the foundation the Sprint already gives you.

Who should be in the kickoff?

The CEO or founder, whoever leads sales if that role exists, and the person who owns marketing execution. Customer success is useful if you have it.

The kickoff exists to surface what your team knows about your customers that isn't written down anywhere. That's the conversation that makes the Sprint useful.

Who This Works For

Right fit. And not the right fit.

Good fit
  • Seed to Series B, real PMF, pipeline not moving fast enough
  • You know what's broken but need a sequenced plan, not just findings
  • Marketer or small team in place who needs something to execute against
  • Considering Embedded CMO but want a lower-commitment first step
  • Board meeting or fundraise in the next 6 months requiring a clear GTM story
  • B2B SaaS with a direct or inside sales motion
Not the right fit
  • Pre-PMF. Marketing can't fix a product problem
  • You just need the diagnosis, not the plan (see Marketing Audit)
  • B2C, consumer subscription, or marketplace model
  • No one on your team to hand the roadmap to

Let's talk.
30 minutes. No agenda.

Tell me where you are. I'll tell you honestly if I think I can help. That's the whole call.

  • VP Marketing: DigitalOcean, Bolt, Sift, BioRender, Compete
  • Five B2B SaaS companies, seed to Series B
or reach me directly