MarTech Audit

MarTech Audit & Stack Diagnostic

Clarity on what is actually broken, redundant, or misaligned — before you fund another rebuild or campaign.

If marketing and sales systems feel noisy, expensive, or hard to trust, the problem is rarely “one broken tool.” It is usually overlap, weak handoffs, unclear ownership, and reporting that does not tie back to decisions. The MarTech Audit is a focused diagnostic engagement: map what you are actually running, find the real bottlenecks, and separate what deserves investment from what should be cut or consolidated. The output is not a generic PDF. It is a prioritized view of the stack, the friction points in lifecycle and attribution, and a practical roadmap for what to fix first — whether that becomes an implementation project, a CRM architecture pass, or a longer leadership engagement.

Request a MarTech Audit

Typical investment$2K–$5K · 2–4 week engagement, deliverable-backed

Audit snapshot

2–4 wks

typical audit window from kickoff to prioritized roadmap delivery

$2K–$5K

typical range — scoped by stack size, integrations, and stakeholder complexity

1 view

one integrated picture of tools, handoffs, and reporting — not a slide deck per tool

Signs you need this

You have plenty of tools and dashboards, but leadership still cannot answer what is working or what to do next.
Marketing, sales, and ops all use different versions of the truth — and no one fully trusts the CRM as the source of record.
Vendors and channels are active, but the system still feels disconnected: leads, follow-up, and reporting do not line up.
Priorities keep shifting because there is no shared diagnosis — only opinions and urgent fires.
You are considering a big website, CRM, or automation project, but you are not sure what is actually holding you back.
Manual workarounds, spreadsheets, and “someone just handles it” have become normal — and everyone knows that is fragile.
You want a senior outside read on the whole picture before you commit serious budget or timeline.

What this usually includes

Stack and workflow inventory — CRM, automation, analytics, forms, ads, and key integrations mapped as they behave in practice, not as the org chart says they should
Bottleneck diagnosis — where leads stall, data breaks, handoffs fail, or teams work around the software instead of with it
Overlap and spend-risk review — redundant tools, shadow processes, and conflicts that inflate cost and erode trust in reporting
Lifecycle, attribution, and measurement check — whether stages, sources, and dashboards support real decisions or only activity
Priority map — sequenced recommendations: stop, simplify, consolidate, or rebuild — with rationale tied to business risk and leverage
Action roadmap and engagement bridge — clear suggested next step (implementation scope, CRM architecture, fractional leadership, or a narrower follow-on audit) so the audit lands in a decision, not a shelf

Common questions

A fragmented education and membership stack became a coherent operating system — qualified demand up sharply and manual overhead driven down once the real constraints were addressed.

Graston Technique

$27k+ projected provider revenueSystems depth

A two-sided provider product with spatial search, admin visibility, and AI-assisted support — the kind of systems clarity that only happens when architecture is intentional, not accidental.

Graston Growth Engine

94% issues auto-resolvedDecision-ready visibility

Measurement and monitoring designed so issues surface before they become outages — the visibility layer audits exist to protect.

The Compass