10-day Systems Audit
Find the gap before you spend the budget.
Diagnose the system, not just the channel.
A 10-day audit across the six layers of revenue infrastructure: marketing systems, RevOps, applications, search visibility, automation, and analytics. We map what you have, find where revenue is leaking, and hand you a prioritized implementation path.
Specific outcome
A documented system map + ranked build queue
You leave the audit with a written architecture, the three highest-leverage fixes, and a realistic implementation timeline. No 80-page deck, no vendor pitch.
Operational credibility
How we run.
6 capability layers
Marketing systems · RevOps · Applications · Search · Automation · Intelligence — all six, every audit.
~10 working days
Discovery + diagnosis + a written deliverable. Not a 90-day "discovery phase" with no output.
Build queue + map
Prioritized list of fixes with effort, dependencies, and who owns what — ready to hand to your team or run with us.
The system
Six layers, every audit.
RevOps + pipeline review
CRM hygiene, lifecycle stage definitions, attribution model, pipeline reporting fidelity.
Search + discoverability scan
SEO, local SEO, GBP, content architecture, AEO readiness, schema, indexation.
Automation + lead routing
Lead routing fidelity, lifecycle triggers, GHL workflows, escape hatches when automation breaks.
Analytics + tracking integrity
Tracking setup audit, dashboards, GTM/GA4 sanity, conversion fidelity, attribution leakage.
Application + workflow surfaces
Internal tools, portals, dashboards, integrations — what is duct-taped that should be software.
Data + reporting layer
Where is the source of truth, where are the duplicates, what does leadership actually decide on.
What we do
Every engagement, in writing.
- 01Interview revenue stakeholders (sales, marketing, ops) to map how the business actually runs.
- 02Pull data and configurations from CRM, GA4, GTM, GBP, ad accounts, automation tools.
- 03Walk every commercial page and map intent, conversion path, and instrumentation.
- 04Diagram the current revenue operating system and the target state.
- 05Score each gap by revenue impact, effort, and dependency risk.
- 06Hand you a prioritized build queue you can execute internally OR commission us to run.
WHEN IT FITS
- +Pipeline forecasts feel like fiction and nobody trusts the numbers.
- +You spent on marketing or software and revenue did not move.
- +Multiple agencies / contractors are doing things and nobody owns the system.
- +Leadership wants a defensible plan before approving more budget.
WHEN IT DOES NOT
- −You already know the exact fix and just need someone to ship it (use Implementation Sprint).
- −You only want a single tactical channel review (e.g. just SEO).
Architecture
Audit → Diagnosis → Implementation → Measurement.
Implementation
How a typical run sequences out.
Read access to CRM, GA4/GTM, GBP, ad accounts, helpdesk, automation tooling. ~3 stakeholder interviews.
Architecture diagram, prioritized build queue with effort + dependency, implementation roadmap, hand-off doc.
You can execute internally with the doc, or move into an Implementation Sprint to ship the highest-leverage fix.
If implementation is not the right next step, we say so. We will recommend an internal owner or a different vendor when that is the honest answer.
Related
Adjacent services and playbooks.
Get started
Map the system before you commit to a build.
A 30-minute strategy call. If a Systems Audit is the right next step we will book it. If it is not, we will say so.