After Three to Four Weeks, You'll Know:
Where your marketing budget is creating return — and where it's being absorbed without accountability.
The exact gaps in your digital presence, client outreach, and CRM that are quietly costing you new business.
A prioritized 60-day action plan your leadership team can execute — without bringing in more vendors.
Marketing Snapshot Assessment
A breadth-first executive scan across five areas of your marketing function — structured to surface every critical gap and show exactly where to focus next.
Digital Presence & Brand Audit
Review of your website — messaging clarity, visual brand consistency, navigation and conversion paths, and how effectively it communicates your value to the right client. Includes a scan of your social media presence (LinkedIn, Instagram, and relevant channels) and basic search visibility: Google Business profile, keyword positioning, and how your firm appears when a prospective client searches for what you do.
Client Acquisition & Outreach Review
Assessment of how prospective clients find your firm and what happens next. Covers your intake and lead-handling flow, email and outreach sequences, referral and word-of-mouth structure, and any paid or sponsored channels in active use.
CRM & Marketing Reporting Snapshot
A snapshot of your CRM configuration and active use — is data being captured, are pipelines organized, and is leadership able to trace signed clients back to a marketing activity? Includes a review of the marketing metrics currently visible to leadership and whether they reflect what's actually happening.
Vendor & Agency Accountability Scan
A surface-level review of your active agency and vendor relationships — are deliverables clearly defined, are KPIs tracked against outcomes, and is marketing spend being evaluated with accountability? Identifies misalignment, redundancy, and gaps that most internal teams cannot objectively surface.
Brand Messaging & Positioning Alignment
Assessment of how clearly and consistently your firm communicates its value proposition — across your website, LinkedIn presence, proposals, and any marketing collateral in use. Evaluated for clarity, differentiation, and calibration to how your target client actually makes decisions.