MarTech & Revenue Operations Audit | Voice & Vision Consultancy
Voice & Vision Consultancy

Some decisions are too consequential to make without the complete picture. This is the engagement for organizations that can't afford to be wrong.

MarTech & Revenue Operations Audit

Strategy, technology, and people — evaluated simultaneously and integrated into a single 12-Month Strategic Blueprint.

No obligation. No pitch.
$18,000
Fixed Investment
50% at signing · 50% on delivery
8–14 Wks
Engagement Timeline
Three parallel tracks → one integrated blueprint
3
Assessment Tracks
Marketing Diagnostic · MarTech & RevOps · Team Performance
6
Deliverables
Three track reports · 12-Month Blueprint · SWOT · Presentation

After Eight to Fourteen Weeks, You'll Have:

01

A complete organizational picture — strategy, technology, and team performance assessed simultaneously and integrated into one coherent blueprint.

02

The exact sequencing of decisions and investments your leadership team needs to make over the next 12 months — with the reasoning behind each priority.

03

A board-ready framework for restructuring, scaling, or repositioning your organization — built on findings, not assumptions.

Marketing Snapshot Assessment

The MarTech & Revenue Operations Audit opens with the full Clarity Sprint breadth scan — a surface-to-mid-level review across five areas of your marketing function. This is the baseline from which all three tracks are built.

01Digital Presence & Brand Audit
02Client Acquisition & Outreach Review
03CRM & Marketing Reporting Snapshot
04Vendor & Agency Accountability Scan
05Brand Messaging & Positioning Alignment

Tracks Two & Three · Both Included

MarTech Assessment & Team Performance Assessment

Unlike the Team & Leadership Assessment, both second-tier tracks are conducted simultaneously — integrated from the start, not bolted on.

Track Two

Marketing Technology & Revenue Operations Assessment

Platform-agnostic audit of your full technology stack — CRM, automation, attribution, integrations, data health, and reporting infrastructure.

CRM Architecture Assessment
Revenue Operations Review
Attribution & Reporting Analysis
Automation Governance Review
Integration Health Assessment
Lead Lifecycle Evaluation
Data Integrity & Hygiene Review
CRM & Platform Architecture Advisory
Technology Roadmap Development

Track Three

Marketing Team Performance Assessment

Structured evaluation of team capabilities, role clarity, accountability design, and leadership effectiveness — with a hiring and development roadmap.

Skills & Competency Mapping
Role Alignment Audit
Productivity & Workflow Analysis
Communication & Accountability Review
Strategic Thinking & Executive Presence
Analytics Interpretation & KPI Ownership
Campaign Planning Frameworks
Hiring & Development Roadmap

Proof of Practice

Two engagements. Two continents. The same diagnostic discipline applied across strategy, technology, and people.

Personal Injury Law Firm · USA · Confidential

Full Marketing Diagnostic — Three Simultaneous Gaps

The initial assessment uncovered failures across all three tracks simultaneously — each in a separate layer of the organization, none visible without diagnosing all three at once.

What Was Found

4
Siloed Agencies
META, Google, SEO, and CRM — no shared attribution, unified KPIs, or cross-channel visibility
3/3
Functions Broken
Marketing, Technology, and Team — failing simultaneously

What Followed

80%
CPA Reduction
Achieved in 90 days — recognized as Rising Star Q4 2024
227%
Signed Case Growth
388 → 1,269 signed leads, Aug 2023–Oct 2025

Investment Migration Firm · Headquartered in Dubai

Full Digital Transformation — Marketing, Technology & Team

A global investment migration firm — residency by investment from $150,000, citizenship from $500,000 — headquartered in Dubai with offices across MENA and North America, 16 at the start of the engagement. The marketing function was disconnected from its own audience, the CRM did not serve the business, and a skilled team was being buried in the wrong work entirely.

What Was Found

16
Offices, One CRM
Salesforce deployed globally — none of it configured for the firm's sales model
2/2
Designers Misutilized
Entire creative team buried in B2B partner collateral

What Followed

100%
Revenue Boost
Through strategic digital marketing across 22 global markets
60%
Market Penetration
Regional market penetration increase across MENA

Client identities confidential. Results from prior engagements.

Scope & Deliverables

Deliverables

Executive Diagnostic ReportMarketing SWOT AnalysisMarketing Technology AssessmentTeam Performance AssessmentIntegrated 12-Month Strategic BlueprintExecutive Presentation of Findings

Investment

$18,000

50% at signing · 50% on delivery

Advisory Credit

Convert to retained Advisory within 30 days of delivery — receive a $2,500 credit toward month one.

Ideal For

  • Firms undergoing significant transformation, scaling, or market expansion
  • Organizations preparing for acquisition, investment, or restructuring
  • CEOs who need a complete operational map before making major structural decisions
  • Leadership teams that have outgrown their current marketing infrastructure entirely
  • Organizations with simultaneous gaps in strategy, technology, and team performance

Questions

The Complete Picture,
Finally.

A 30-minute call confirms the right fit and scope before any commitment is made.

Advisory Credit

Convert to retained Advisory within 30 days and receive a $2,500 credit toward month one.

Confidential. No obligation.  ·  Prefer to write first?