Free sales pipeline and marketing automation audit
A free audit of how leads move from first contact to closed deal: lead capture and routing, scoring, pipeline stages, and the automated workflows in between.
Book the free auditWhat we look at
Every step a lead takes between your marketing and a closed deal.
Lead capture and routing
How leads arrive, whether they keep their source, and how fast they reach the right person.
Lead scoring
Whether scoring reflects who actually buys, or flags the wrong people as ready.
Pipeline stages
Stage definitions and exit criteria, and where deals stall or disappear.
Marketing to sales handoff
What happens when a lead is passed to sales, and what falls through the gap.
Automated workflows
Nurture emails, follow-up tasks and alerts: which fire, which conflict, and which nobody remembers building.
Pipeline reporting
Conversion rates between stages and time in each stage, and whether you can see them at all.
What you get
Written findings you keep, whether or not we work together.
Written findings
Where leads are lost, delayed or misrouted, and which automations help or get in the way.
A prioritised fix list
The changes worth making first, in order, so you can act on it yourself or with us.
Practicalities
The details, so you know what you're agreeing to.
What it costs
Nothing. You keep the written findings whether or not we work together.
What we need from you
Read access to your CRM and marketing automation tool, and a short description of how leads are handled today.
Your time
One call to walk through the findings.
Questions people ask
Is the pipeline and automation audit really free?
Yes. It costs nothing, and you keep the written findings whether or not we work together.
Which tools do you look at?
Your CRM and whatever runs your marketing automation: HubSpot, Salesforce, Zoho, GoHighLevel or monday CRM workflows, email tools such as Mailchimp, Klaviyo, Kit, MailerLite and EmailOctopus, and Zapier connections between them.
Do you need sales and marketing in the same tool?
No. The audit covers the handoff wherever it happens, including between separate tools.
Is this only for B2B?
No. Any business that captures leads and follows them up can use it, whatever the industry.
Related: the CRM audit, pipeline and workflow automation, and the funnel calculator.
Find out where your leads go.
A free audit of your pipeline and automations, with the fixes in priority order.
Book the free audit