What does the Team Assessment actually evaluate?

A structured evaluation of your marketing team's capabilities, role clarity, accountability structures, and leadership effectiveness — conducted through interviews, work-product review, and competency mapping, and concluding with a hiring and development roadmap. Most marketing underperformance is structural rather than budgetary, and the assessment surfaces exactly where.

Why is the fee scoped to team size?

The Clarity Audit begins at $12,500 for teams of up to five. Because the Team Assessment evaluates each individual through interviews, work-product review, and competency mapping, larger teams require proportionally more depth — so the engagement scales at $750 per additional team member beyond five. Your exact investment is confirmed in writing before any commitment.

How long does the engagement take?

Typically 6–10 weeks from kickoff to final delivery. The two tracks — the Marketing Diagnostic and the Team Assessment — are designed to run in parallel where possible. That timeline depends on how quickly your team provides the requested information, system access, and stakeholder availability — the engagement proceeds as those inputs are made available.

Can we upgrade to The Blueprint after starting?

Yes. If additional scope is identified during the engagement, the pathway can be upgraded to The Blueprint. Fees paid toward The Clarity Audit are credited in full against The Blueprint investment.

The Clarity Audit

For organizations who need to understand why marketing is underperforming

A dual-track assessment pairing the Marketing Diagnostic with a structured team evaluation. Surfaces capability gaps, role ambiguities, and leadership blind spots.

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$12,500

Starting Investment

Scoped to team size · 50/50 split

6–10 Wks

Engagement Timeline

Dual-track structure runs in parallel

Assessment Tracks

Marketing Diagnostic + Marketing Team Assessment

Deliverables

Diagnostic · SWOT · Team Gap Report · Dev Proposal · Restructuring · Roadmap

After Six to Ten Weeks, You'll Have:

A precise diagnosis of where your marketing strategy, spend, and systems are underperforming — surfaced by the full Marketing Diagnostic breadth scan.

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

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

Marketing Snapshot Assessment

The Clarity Audit opens with the full Marketing Diagnostic breadth scan — a surface-to-mid-level review across five areas of your marketing function. This establishes the baseline the team assessment builds from.

01Digital Presence & Brand Audit

02Client Acquisition & Outreach Review

03CRM & Marketing Reporting Snapshot

04Vendor & Agency Accountability Scan

05Brand Messaging & Positioning Alignment

Track Two · Included

Marketing Team Assessment

Where Each Person Fits

Where the Sprint reads the team at the structural level, the Clarity Audit goes to the individual. Each member of your marketing team is assessed on their own terms — capability against the role they hold, clarity on what that role actually requires, and the harder question of whether they are in the seat where they will do their best work. This is not a verdict on people; it is a map of where talent is misplaced, underused, or carrying a role it was never set up to succeed in. You leave with a Team Gap Report, a professional-development proposal, and a restructuring strategy — the foundation a retained Comprehensive engagement uses to mentor and develop the team from there.

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

Team Management Technology Assessment

How your team actually plans, reviews, and ships work — auditing the platforms that govern collaboration, creative approval, and accountability, and where they create friction rather than throughput.

Collaborative Work Management — Asana · Monday.com · ClickUp

Creative Proofing & Review — Ziflow · Filestage · Frame.io

Agile & Sprint Tracking — Jira · Trello

Knowledge & Documentation — Notion · SharePoint

Proof of Practice · Case Study

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 systems and finance layer, 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 & Channels

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

Systems & Attribution

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

Team & Structure

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

Scope & Deliverables

Investment

From $12,500

Teams up to 5 · +$750 per additional member

50% at signing · 50% on delivery

Executive Diagnostic Report
Marketing SWOT Analysis
Team Gap Report — capability & accountability findings
Professional-Development Proposal
Restructuring Strategy & Hiring Roadmap
Integrated 90-Day Priority Roadmap

Diagnostic Credit

Continue to a retained Counsel engagement within 30 days and the full $12,500 credits toward your first month of Counsel II: Comprehensive. At the entry rate, that brings month one to $5,500. Never charged twice — the diagnostic becomes the foundation the engagement is built on.

Ideal For

✓Organizations with a strategic gap and a question mark over their marketing team

✓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 hiring decision or marketing team restructure

Frequently Asked Questions

Yes — in full. Convert The Clarity Audit to a retained engagement within 30 days and the full $12,500 credits toward your first month of Counsel II: Comprehensive. At the entry rate of $18,000 per month, that brings month one to $5,500. The diagnostic is never charged twice — it becomes the foundation the engagement is built on. Because Counsel II embeds MarTech implementation oversight, a six-month minimum term applies so the roadmap is seen through; the engagement then continues month-to-month with thirty days' notice.

Know What You're
Actually Dealing With.

A 30-minute call confirms whether The Clarity Audit is the right fit for your organization.

Diagnostic Credit

Convert to a retained Counsel engagement within 30 days and the full Audit fee credits toward month one.

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