Free Evaluation
Straight look at your stack, straight answer on what to fix first. No deck, no obligation.
Why you need an evaluation
You've spent on tools. You've hired consultants. The deck looked great. But underneath, the marketing system doesn't run the way it should. An evaluation is the first step: a cold look at what you have, where the friction lives, and what actually matters to fix.
Most engagements start here.
We tell you what to build, even when the honest answer is 'less than you think.'
What we evaluate
The evaluation covers your stack, team, process, and goals—the entire operating system.
Your stack
Every tool, integration, and data flow. Where is it working? Where is it fighting you?
Your team
How the marketing operations work day to day. What's manual that shouldn't be? What's bottlenecks?
Your process
How you actually work—strategy to execution. Where does it break down? Where's the gap between planning and doing?
Your goals
What does success look like for you? Pipeline, revenue, efficiency, team capacity. We tie the work back to what matters.
How the evaluation works
30 minutes with us, plus a written assessment with recommendations.
Conversation
We talk through your stack, your team, and where you are stuck. You describe the work; we listen cold, without a pitch.
Analysis
We spend 1–2 weeks analyzing what we heard: mapping the friction, identifying what's worth fixing, and prioritizing.
Written assessment
You get a document with our findings, recommendations, and next steps. Actionable. No deck.
What's next
If it makes sense to work together, we propose the path. If not, you have a clear roadmap to move forward on your own.
What you get
A real look at your system
Not a template, not a sales pitch—a specific assessment of your stack and how it actually runs.
Actionable recommendations
Prioritized. Tied to your goals. Real next steps, not a wish list.
Clarity on the gap
Where strategy and execution are breaking down. What to fix first. Why.
A straight answer
What you should build, what's worth fixing, what you should leave alone. Even if it's not a build.
What we have learned
After 30+ years in marketing technology and operations, we have seen patterns in how systems break. These show up again and again.
See all our workCommon Questions
What's the cost?
Free. A straight look at your stack and a straight answer on what to fix first. No cost, no obligation.
Will you pitch me?
No. We tell you what we think is worth fixing. If it makes sense to work together, we propose it. If not, you have a plan to move forward on your own.
What do you need to prepare?
Just be ready to talk through your current stack, your team size, and the biggest pain points. No formal prep needed.
How long is the evaluation?
The conversation is 30 minutes. The written assessment takes 1–2 weeks, so you're not waiting long for the output.
Can I do this if we're just starting out?
Yes. Or if you prefer to chat first without booking, contact us and let's talk about what makes sense for your stage.
What if I'm not sure this is right for us?
Perfect. The evaluation is exactly for that—to understand what you need before committing to anything. Or contact us if you'd rather explore by talking first.
Ready to understand what your system needs?
Book your free evaluation. It's a real look, not a pitch.