Plug the Gaps in Your GTM Strategy
Tailored Audit Packages for Every Stage
Standard
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Discovery and Intake
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Business Process Review (Sales, Marketing or CRM)
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HubSpot Audit
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Analysis & Reporting
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Recommendations and Implementation Guidance
Premium
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Discovery & Stakeholder Alignment
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Customer Journey Mapping
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HubSpot Audit
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Comprehensive GTM Strategy, Sales, Marketing CRM & Data Readiness Audits
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Detailed GTM Optimization Roadmap
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Ongoing Support and Consultation
FAQs
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What is included in each audit package?
Each package varies based on the depth of the audit and the areas of focus. Our Standard package offers an overview of one key area (e.g., CRM, sales or marketing process), while our Premium package includes a full audit of your CRM, data readiness, sales, marketing, and GTM strategy, along with ongoing support.
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How long does the audit process take?
The timeline depends on the package you choose. Our Starter package typically takes 1-2 weeks, while the Standard and Premium packages can take 3-6 weeks, including follow-up support. We work closely with you to minimize disruption to your daily operations.
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How will this benefit my business?
Our audits identify inefficiencies in your processes, tools, and strategy. By implementing our recommendations, you'll be better equipped to scale, improve customer experiences, and increase revenue. It’s about uncovering hidden growth opportunities and giving you a roadmap for operational excellence.
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What type of companies are these audit packages designed for?
We specialize in working with Seed to Series A SaaS companies, but our packages are designed to be flexible enough to support businesses of all types. If you're unsure which package is best, we'll recommend what's going to drive the most impact.
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What deliverables will I receive?
You will receive a detailed audit report that highlights key findings, areas for improvement, and actionable recommendations. Depending on the package, we may also provide a prioritized action plan, a technology stack evaluation, and follow-up consultation sessions to help implement the changes.
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Do I need to prepare anything before the audit?
Before starting the audit, we typically conduct an initial discovery call to understand your current processes, tools, and challenges. We’ll also request access to your systems (e.g., CRM, marketing tools) and any relevant data or reports to ensure we can conduct a thorough analysis.
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What’s the ROI of an audit?
By optimizing your processes, you’ll see improvements in efficiency, customer retention, sales conversions, and overall growth. Our clients typically find that the ROI of an audit comes from the streamlined operations, better data-driven decision-making, and improved customer experiences that lead to more revenue.
Get Started
Ready to optimize your processes and unlock growth opportunities? Let's have a quick 15-minute chat to evaluate your needs and see if we’re a good mutual fit.