Your marketing stack grew one trial at a time. Now you're paying for tools no one owns, integrations that broke six months ago, and attribution you can't trust.
Your marketing stack grew one trial at a time. Now you’re paying for tools no one owns, integrations that broke six months ago, and attribution you can’t trust.
Score what you’re paying for, what’s integrated, where context gets lost, and what to cut or consolidate. Built for teams inheriting bloated stacks from agency churn and staff turnover.
Map where your CRM, automation, ad platforms, and analytics lose context. The gap column shows exactly where pipeline attribution breaks down.
Turn audit findings into Cut, Consolidate, or Keep decisions. Every row gets an owner, a deadline, and a success metric. Leave the session with recoverable budget, not just observations.
You’ll run a 60-90 minute working session with your team and walk out with a funded action plan.
60 to 90 minutes with your marketing ops lead, a demand gen stakeholder, and whoever owns your CRM. You can run any single worksheet standalone if someone joins late.
That’s exactly why Worksheet 1 exists. It surfaces every active tool, flags ones with unknown costs or no owner, and builds your starting remediation list.
You need someone who can pull a usage report from each tool and someone who owns your CRM or analytics platform. The worksheets don’t require engineering work; they require honest scoring.
Run Worksheet 3. If your total integration gap is under 5, you’re in good shape. The toolkit still surfaces redundant spend and ownership gaps worth addressing.
Yes. In fact, you should. Launching campaigns on top of a fragmented stack means you’re building attribution debt from day one. Run this first, fix your highest-gap integrations, then launch clean.
Execute your Cut and Consolidate decisions within 30 days, assign your highest-gap integration to a technical owner with a two-week deadline, and calendar a 60-day recheck before new campaigns launch.
Whether you need a new website, better performance, or a smarter growth strategy, we’ll meet you where you are and build what’s next. No guesswork—just clear strategy and execution.