A senior-led diagnostic of your entire marketing operating model.
A complete operating picture of your growth engine.
Nine assessment workstreams. One synthesized roadmap. Delivered as a board-ready report and a working-session walkthrough with your leadership team.
Demand-Gen Spend Allocation
Where every dollar lands by channel, campaign, and funnel stage. Benchmarked against category peers and historic baselines.
Channel & Campaign Scorecards
Performance, efficiency, and pipeline contribution scoring across LinkedIn, Google, paid social, programmatic, and content syndication.
Funnel Conversion Teardown
Stage-by-stage conversion analysis: MQL to SQL to opportunity to revenue. Where intent leaks. Where pipeline stalls. Where speed-to-lead breaks.
Attribution & Lead Tracking Audit
What your tracking sees end-to-end. Where touchpoint attribution breaks. How marketing-sourced revenue is being measured and credited.
MarTech & CRM Integration Audit
Stack inventory, gap analysis, CRM handoff review. Where lead data is duplicated, lost, or stuck between marketing and sales systems.
Landing Page & Form Analysis
Conversion benchmarks, form friction mapping, mobile vs desktop performance. Where qualified intent is being lost between click and submission.
Creative & Messaging Review
Asset-level performance, competitive messaging landscape, ICP-to-message fit assessment. Where the creative or positioning is the conversion constraint.
CAC, Payback & Pipeline Economics
Finance-grade unit economics from your data. Cost per qualified lead, opportunity, and customer. Payback by channel and segment.
Prioritized Growth Roadmap
Sized opportunities ranked by effort and impact. 30, 60, and 90-day execution plan with the levers that will move pipeline first.
Three to four weeks. Kickoff to recommendations.
A structured engagement run by senior operators — not analysts. Your team contributes data and context. Ours synthesizes, benchmarks, and recommends.
Discovery & Data
- Kickoff with leadership team
- Stakeholder interviews (CMO, CFO, marketing leads)
- Data access & ingestion (platforms, MMM, finance)
- Hypothesis development
Diagnostic Work
- Spend allocation & channel scoring
- Measurement & attribution teardown
- MarTech stack assessment
- Creative review & benchmarking
Synthesis & Modeling
- Response curves & marginal ROI
- CAC, LTV, payback modeling
- Opportunity sizing & value-at-stake
- Prioritization across effort & impact
Recommendations
- Board-ready report delivery
- Working-session walkthrough
- 30/60/90-day execution plan
- Quick-win activation handoff
Signals you’re a fit.
The diagnostic is built for B2B and demand-gen-led companies where pipeline is the constraint and senior strategic horsepower is the answer. It is not the right tool for every company.
You’re a fit if
- You’re running meaningful annual paid media across three or more channels
- Pipeline is growing slower than spend, and you can’t isolate why
- Your MQL to SQL to opportunity conversion has stalled or never been measured
- Marketing-sourced revenue is contested between marketing, sales, and finance
- Your CRM and your media platforms tell different stories
- You suspect lead quality, not lead volume, is the issue
- You need a defensible demand-gen plan for the board or next funding round
You’re not a fit if
- You’re under $1M in annual marketing spend
- You’re looking for a free pitch deck or platform audit
- You want a channel agency to run your media, not assess it
- You’re not ready to share platform, CRM, and finance data
- You need execution, not strategy. Our Full-Funnel Media engagement is the better entry point
Diagnostics delivered. Roadmaps acted on.
Senior-led marketing diagnostics across B2B, healthcare, fintech, education, and demand-gen-led consumer portfolios. Two layers of proof: pattern and example.
B2B Healthcare Technology
Medical Device · B2B + Patient Acquisition · Lead-Gen Acceleration
The Problem
A medical device leader was generating top-of-funnel leads but losing them across six conversion stages between qualification and final conversion. Marketing, sales, and finance saw three different pipeline pictures. Leadership needed one defensible view of where intent was leaking and what to fix first.
The Approach
- Full-funnel teardown across 6 lead conversion stages
- Stage-by-stage drop-off diagnostics, qualified lead to closed
- Attribution & CRM integration audit
- Channel performance & messaging review
- Designed 10+ omni-channel interventions across SMS, email, call center, and paid media
- 30/60/90-day execution roadmap
The Result
- +25% Lead Conversion Rate improvement across the funnel
- Stage-by-stage progression diagnostics now standard in monthly leadership reviews
- Marketing-sourced pipeline credibly reconciled with sales and finance
- Multi-channel intervention program scaled across additional therapy areas
Bring us your operating question.
A 30-minute scoping call to size your diagnostic. We’ll talk about your data, your timing, and where you need the operating picture to land.
Scope your diagnostic →