Team & Leadership Assessment | Voice & Vision Consultancy
Voice & Vision Consultancy

You've identified a problem. Now you need to know exactly how deep it goes — and whether it's your leadership alignment, your team structure, or both.

Team & Leadership Assessment

A dual-track assessment combining the full Marketing Diagnostic with a second track in either Technology & Revenue Operations or Team Performance — selected based on where your greatest gap lies.

No obligation. No pitch.
$12,500
Fixed Investment
50% at signing · 50% on delivery
6–10 Wks
Engagement Timeline
Dual-track structure runs in parallel
2
Assessment Tracks
Marketing Diagnostic + MarTech or Team Performance
5
Deliverables
Diagnostic · SWOT · Dual-Track Findings · Roadmap · Presentation

After Six to Ten Weeks, You'll Have:

01

A precise diagnosis of whether your technology stack is supporting or suppressing growth — with specific remediation steps.

02

A clear map of your team's capability gaps, accountability structures, and exactly where the leadership breakdown is occurring.

03

An integrated 90-day roadmap that accounts for both the strategic and operational layers — not one or the other.

The initial diagnostic didn't surface one gap. It surfaced three — each in a different layer of the organization.

At a regional personal injury law firm, the breadth scan revealed three simultaneous failures: a CRM in place for intake but with no marketing attribution whatsoever; a social media presence built around the principal's personal brand rather than the firm, with a shadow-banned account and a non-U.S. audience; and a team whose documented roles bore no relationship to their actual capabilities.

Three external agencies — Google Ads, META, and SEO — were running campaigns with no shared KPIs and no cross-channel attribution. Within the Revenue Operations track, a further breakdown had gone undetected: marketing expenditure had been systematically miscategorized at the finance level for years, quietly invalidating every ROI calculation the firm had been using to guide its investment.

Read the full case study →

Campaign Track

Social channels rebuilt around the organization. Three agencies aligned to shared KPIs. CPSL brought below $1,500 against a firm target of $3,000.

MarTech Track

HubSpot migration connecting marketing, intake, and attribution for the first time — delivering at least $100,000 in technology savings

Team Track

16-person inherited team evaluated and restructured. Roles realigned to capabilities. New members added only where genuine gaps remained.

Professional Services · Personal Injury Law  |  Confidential

Marketing Snapshot Assessment

The Team & Leadership Assessment opens with the full Clarity Sprint breadth scan — a surface-to-mid-level review across five areas of your marketing function. This establishes the baseline every deeper track is built from.

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

Track Two · You Select One

MarTech Assessment or Team Assessment

The discovery conversation confirms which track delivers the most value for your organization.

Option A

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

Option B

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

Scope & Deliverables

Deliverables

Executive Diagnostic ReportMarketing SWOT AnalysisDual-Track Findings ReportIntegrated 90-Day Priority RoadmapExecutive Presentation of Findings

Investment

$12,500

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

  • Organizations with both a strategic gap and a secondary gap in technology or people
  • CEOs who need a more complete picture before restructuring or reallocating budget
  • Firms navigating simultaneous strategic and operational challenges
  • Leadership teams that have identified a problem area but lack independent confirmation
  • Organizations preparing for a major vendor change, hiring decision, or system migration

Questions

Know What You're
Actually Dealing With.

A 30-minute call confirms the right fit — and which second track will deliver the most value.

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?