Marketing Systems Audit
Find out what your stack is costing you.
THE CHALLENGE
A CRM is powerful once you have 50 or more leads a month to track. At 5 leads, you're spending 3 hours a week maintaining a system built for a team you don't have yet.
This is the pattern I see most: founders adopt tools because a bigger company uses them, not because their stage needs them. The tool isn't wrong. The timing is.
Every month that gap sits unnoticed, it's not just wasted spend. It's your team's time, spent maintaining software instead of using it.
THE SOLUTION: A Review of Your Stack, Matched to Your Stage
The Audit runs one session, 90 minutes, plus a report within 48 hours.
I review every tool in your current stack: what it costs, what it's used for, and whether your stage justifies it.
Then I look at your processes, not just your software, since half of every "tool problem" is a process nobody defined.
You get two things, kept separate: what's costing you money right now, and what you should be running instead.
WHAT YOU WILL RECEIVE
A 90-minute stack review session
A full audit of your current tools: cost, usage, and stage fit
A review of the processes behind the tools, not just the software itself
A written report within 48 hours, split into two parts: what's wasting money now, and the stage-right stack to replace it
A prioritized list, so you fix the most expensive gap first
WHO THIS IS FOR
You're an AI or B2B SaaS founder, pre-seed to Series A
You're paying for tools you're not sure you're using fully, or at all
You adopted software because a bigger company used it, not because you needed it yet
You want a clear answer on what to cut, keep, or add, backed by a number
NOT FOR YOU IF
You have no existing tools yet and are starting from zero. This audits what you have, it isn't a buying guide for a blank stack.
You're looking for hands-on implementation. I tell you what to change. Your team or a specialist makes the change.
You want this bundled into a bigger engagement automatically. It runs standalone, or alongside the Blueprint, your choice.
INVESTMENT & NEXT STEPS
I confirm your investment on the discovery call. This runs standalone, it isn't credited from or toward any other service.
Ready to see what your stack is costing you?
Book a free 30-minute discovery call to talk through your current tools and whether the Audit is the right next step.
FAQ
Do I need the GTM Readiness Assessment first?
No. This runs standalone, or alongside any other service, whichever fits your situation.
Will you tell me exactly which tools to switch to?
Yes, specific recommendations, not just categories, matched to your team size and budget.
How is this different from asking my team to review the stack?
Your team is close to the tools they already chose. I have no attachment to any tool already in place, which is usually where the real waste gets found.