A FOCUSED STRATEGIC ENGAGEMENT
The Growth Audit gives you a complete view of your client acquisition system, identifies what’s limiting performance, and turns it into a prioritized 90-day action plan.
90 Minutes
System Map
90-Day Action Plan
$1,200
Credited toward your first month if we work together.
01 SYSTEM MAP
Attract → Website → CRM → Follow-Up → Revenue
02 PRIORITY BOTTLENECKS
01 Lead response
02 Conversion path
03 Attribution gaps
03 90-DAY ACTION PLAN
Days 1–30 / Days 31–60 / Days 61–90
WHY AN AUDIT?
More Marketing Isn’t Always the Answer.
When acquisition becomes unpredictable, the instinct is often to add another campaign, channel, tool, or agency. But the real constraint may be somewhere else entirely — conversion, follow-up, positioning, tracking, or the way the pieces connect. The Growth Audit is designed to find that constraint before you invest more money trying to solve the wrong problem.
Traffic → Website → Conversion → CRM → Follow-Up → Reporting
THE AUDIT
We Look at the Whole Client Acquisition Journey.
01
ATTRACT
Paid media, organic visibility, positioning, traffic sources, and how prospects discover the business.
02
CONVERT
Website experience, landing pages, conversion paths, calls to action, and friction between interest and inquiry.
03
FOLLOW-UP
Lead response, CRM structure, qualification, automation, missed opportunities, and the path from inquiry to conversation.
04
MEASURE
Tracking, attribution, pipeline visibility, reporting, and the connection between marketing activity and business outcomes.
YOUR DELIVERABLES
Not Just Observations. A Plan You Can Use.
01 — ACQUISITION SYSTEM MAP
A clear view of how prospects move from first touch to client,
and where the system is losing momentum.
02 — PRIORITIZED BOTTLENECK ANALYSIS
The highest-impact constraints ranked by what deserves attention first, rather than a long list of disconnected recommendations.
03 — 90-DAY ACTION PLAN
A practical sequence of priorities for the next 90 days, organized around what can create the greatest impact.
THE PROCESS
From Complexity to Clear Priorities.
01
BEFORE THE SESSION
You’ll complete a short questionnaire and share the information we need to understand your current acquisition setup.
02
THE 90-MINUTE WORKING SESSION
We map the system together, ask the questions that matter, and identify the patterns, gaps, and constraints affecting performance.
03
YOUR ACTION PLAN
We turn the findings into a prioritized system map and 90-day action plan so you know what to fix, in what order, and why.
IS IT A FIT?
Built for Businesses That Need Clarity Before More Activity.
GOOD FIT
• You’re already investing in marketing but results feel inconsistent.
• Leads are coming in, but conversion or follow-up is unclear.
• Multiple channels or vendors operate without a clear system.
• You want an independent strategic view before another major investment.
PROBABLY NOT YET
• You’re looking only for a quick advertising account review.
• You’re starting from zero and haven’t begun acquiring customers yet.
• You’re looking for free tactical advice rather than a strategic diagnostic.
THE GROWTH AUDIT
$1,200
One focused engagement. A clearer acquisition system.
✓ Pre-session questionnaire
✓ 90-minute working session
✓ Acquisition system map
✓ Prioritized bottleneck analysis
✓ 90-day action plan
If we decide to work together on an ongoing Growth System engagement, your $1,200 audit fee is credited toward your first month.
No ongoing commitment required.
Looking for a Conversation Instead?
If you’re exploring whether we may be the right partner for an ongoing engagement, request a complimentary consultation instead. The Growth Audit is different: it’s a paid working engagement designed to give you a structured diagnosis and actionable plan whether or not we continue working together.
Before You Book
What happens after I book?
We’ll confirm your session, send a short pre-session questionnaire, and outline the information that will make our working time most useful.
What should I prepare before the session?
Bring a clear picture of your current marketing, website, CRM, and follow-up setup. The questionnaire will guide what to share.
Who should attend the Growth Audit?
The owner or decision-maker, plus anyone responsible for marketing, sales, intake, or operations, is usually the most useful group.
Is the $1,200 fee credited if we work together?
Yes. If we decide to begin an ongoing Growth System engagement, the full audit fee is credited toward your first month.
Do I need to become a client afterward?
No. The Growth Audit is designed to stand on its own. You’ll leave with a clear set of priorities you can implement internally, with another partner, or with us.
Will you review our existing marketing and CRM setup?
Yes. We look at the connected acquisition system, including the marketing, conversion, CRM, follow-up, and measurement points that shape outcomes.
Start with a clear view of the system, and a plan for what to fix next.
$1,200 · 90 Minutes · No Ongoing Commitment
