During this engagement, there are many questions we will answer together, but here are some of the most common:

• Do we have the right mix of paid media channels?

• Are our messages resonating with our intended target personas?

• Are we targeting the right people effectively on paid media?

• Are our lead-to-opportunity stages converting at industry norms?

• Are we optimizing our marketing spend to maximize ROI?

• Which campaigns and channels are delivering the most valuable pipeline?

• Are there inefficiencies in how leads are routed and followed up?

• Are our metrics and reporting giving us actionable insights?

• How can we improve the quality of our leads to drive better outcomes?

• What changes can we make today to get more value from our current marketing efforts?

This is a fixed-fee engagement tailored specifically to your business. While I leverage templates to structure the audit and prioritize recommendations, every deliverable is highly customized to address your unique challenges and opportunities. I work as an extension of your team, providing a clear, actionable path forward that aligns with your goals, is achievable, and delivers measurable value.

Deliverables include:

• Discovery Questions & Questionnaires – To gather insights about your current demand generation efforts.

• Audit Findings Readout Deck – A detailed report highlighting gaps, inefficiencies, and areas for improvement.

• Recommendations Deck – Clear, actionable recommendations for optimizing your demand generation strategy.

• Prioritized Plan Spreadsheet – A ranked plan based on effort, potential revenue impact, and investment required.

• As a marketer (and former consultant), I understand the time, resources, and cost marketing teams invest when seeking strategic guidance.

• I’m not here to sell you another deliverable—I’m here to quickly apply what I know, give you something of real value, and set you on a path to success. Drawing from what’s worked at dozens of organizations, large and small, my goal is to hand you actionable insights and a plan you believe in, so you can execute confidently.

• We’ll complete this engagement in 2-4 weeks, depending on schedules. You’ll need to invest some time upfront to share your current performance through discovery calls and questionnaires, but I’ll ensure the process is efficient and worthwhile.

Inputs for the audit are gathered efficiently through discovery calls where I’ll guide you through a structured list of questions. Additionally, I value access to key materials and insights to ensure my recommendations are highly relevant and actionable. Here’s what I typically review:

• Your strategic plans and goals.

• Exports of your website’s highest-volume “Contact Sales” forms.

• Persona and messaging documents (if available).

• (2) 30-minute interviews with your top sales reps.

• A virtual session to walk through your paid media campaign environments.

• An overview of your Martech stack and CRM systems.

I also have detailed questionnaires to capture additional information offline, making the process smooth and efficient. And yes, I’ll happily complete NDAs as part of the engagement to protect your confidentiality.