Overview

This is a diagnostic engagement designed to uncover structural gaps in your sales and marketing ecosystem. We assess your funnel, CRM configuration, outreach logic, and conversion flow. The outcome is a focused roadmap—not just a list of problems, but a structured plan for resolving them.

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For teams that suspect inefficiencies but aren’t sure where the breakdown is.

Ideal for companies preparing to scale, adjust their GTM strategy, or improve alignment between sales and marketing.

What’s included

→ Full CRM and funnel audit

→ Review of lifecycle stages, deal stages, and lead segmentation

→ Analysis of outbound and/or inbound campaigns

→ Insight into messaging gaps and operational friction

→ A written report with priorities, recommendations, and sequencing

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Y4YFC

“For my company, this started with the bulletproof sales funnel he helped us develop. Thanks to the framework, we are finally converting leads, turning users into loyal customers.”

CalligraphyKPS

“He has given me the tools and advice I needed to grow, not just as an entrepreneur, but as a person. I look up to Mason, and I am so fortunate to have found him.”

FAQs

Do you need access to our CRM?

Yes. We request viewer-level access to assess the system directly and provide actionable feedback.

What systems do you evaluate?

This audit is focused on HubSpot. We also review your sales funnel, outbound messaging, segmentation logic, and any connected tools.

What format is the audit delivered in?

You’ll receive a written PDF report with detailed findings, key issues, and prioritized next steps—plus a 60-minute live walkthrough session.

Is this audit focused on marketing campaigns or systems?

It focuses on systems, structure, and process—not creative or branding. We assess how well your tools, segments, and workflows support conversion.

Do you implement the recommended changes?

No. We provide strategic recommendations and technical documentation. Execution is handled by your internal team or external partners.

How long does the audit take?

Typically 1–2 weeks depending on access and responsiveness.