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Marketing Assessments
You are spending real money on marketing and you cannot say which part of it is working. Pick the part you need answered and we will answer that part properly, rather than promising to answer all of it at once.
What type of assessment do you need?
Each one is a separate engagement with its own input list and its own report. If you are not sure which fits, that is what the call is for: we would rather scope one properly than sell you several.
Demand generation and campaigns
Budget is going out, leads are coming in, and nobody can connect the two with a straight face. Or the pipeline number stopped moving and the team is still arguing about whether it is volume, quality, follow-up, or the market.
- The campaign portfolio: what is running, what it costs, what each one produced
- Channel contribution across paid, organic, email, events, and partner
- Lead flow and routing: what happens to a lead in the first hour and the first week
- Nurture and lifecycle programs, including deliverability health
- Measurement integrity: whether two people in your company get the same number
- Budget adequacy: whether the spend is sized for the goal, and allocated where the returns are
- Ownership: who owns each step, where one person is the bottleneck, what is unowned
Timeline agreed on the scoping call. The clock starts the day your inputs are complete, not the day you sign.
Field marketing and event go-to-market
You are spending on shows and the return is a badge-scan CSV nobody works. The strongest signal in the funnel is perishable and it has nowhere to go.
- Event portfolio and spend against what each show produced
- Capture, routing, and follow-through in the days after a show
- Pre-event and post-event program design
- Ownership, staffing, and an internal event hub as the single source of truth
Timeline agreed on the scoping call. The clock starts the day your inputs are complete, not the day you sign.
Built for the company that has the pieces and not the system.
- A funded B2B technology company, typically Series A through Series B, or a mid-market company or autonomous division of something larger
- Salesforce, HubSpot, or another platform in place, but never fully designed, integrated, or governed
- Real interest arriving from events, content, webinars, or sales conversations, and no reliable path for it
- A Head of Marketing, VP, CMO, or founder who needs a defensible answer to “what’s working and what do we fix first”
Picture a Series B company with one or two marketers, a sales team that doesn’t trust the CRM, and a board asking about pipeline.
How it runs.
A named input list.
We send you a specific list of reports and exports before anything starts. Not a login. You already own every item on it, and the same list produces the same analysis every time we run it.
Interviews across roles.
Never one source. The marketing leader, the person who actually builds the reports, someone on the sales side, and a working-level owner. The places their answers disagree are usually the finding.
Analysis, then a live readout.
We reconcile the numbers before we interpret them, label every finding by how well the evidence supports it, and walk the roadmap through with you before the document circulates.
Your side: the named reports and exports, and about half a day of your team’s time across the interviews. The clock starts the day the input list is complete and interviews are scheduled, not the day you sign.
What you get.
- The funnel as your own data actually supports it, with every gap named
- Findings ranked by the size of the opportunity, each labeled by how strongly the evidence supports it
- A budget adequacy verdict with the arithmetic shown
- An ownership map, including the steps nobody owns
- Measurement findings: where your numbers disagree with each other and what it takes to fix that
- A sequenced roadmap with effort, dependencies, and who could own each item internally
- A live readout with your team, and the written version to keep
What it isn’t.
Not a sales pitch for a rebuild.
Most companies keep most of what they have.
Not an automated report.
Software finds patterns. The interviews find the truth.
Not everything at once.
One domain, answered properly, beats all of marketing answered vaguely.
Three honest outcomes.
You build it with your team, using the roadmap. You bring in another partner. Or we build it, starting with the Marketing System Build Sprint. The roadmap is yours either way.
What the Build Sprint includes →
Fixed scope, agreed before we start.
Each module is a fixed-scope engagement, scoped and quoted after a short call so it fits your environment. If we move into the Build Sprint, that work picks up where the assessment left off, with nothing repeated.
Questions we get asked.
Do you need access to our CRM?
No. We work from a named list of reports and exports that you already own and that your team can produce without giving anyone a login. If you choose to grant read-only access we will use it under an access plan we write down first, but it is never a condition of the engagement.
What if we can’t produce something on the list?
Then we deliver against what you did supply, and the report states plainly which conclusions we could not establish and exactly what would have established them. We would rather show you the gap than guess at it.
Why not assess all of marketing at once?
Because that answer is worse. A single review spanning every function produces something broad and shallow, and the parts that matter get the least attention. One domain, done to a standard we can defend, is more useful than a survey of all of them.
Who needs to be involved on our side?
At minimum three people, and never just the marketing leader: the marketing lead, whoever actually builds the reports, and someone on the sales side. A working-level owner and a finance partner make it sharper. About half a day in total.
What happens after the readout?
You get the written roadmap. You can run it with your team, hand it to another partner, or start the Build Sprint with us. The roadmap is yours either way.
Ready to find out what’s actually broken?
A 30-minute call is enough to confirm which module fits and to scope it, and if an assessment isn’t the right first move, we’ll say so.