Marketing Systems Diagnostic

Clarity before another campaign

Find out why your marketing isn’t producing consistent pipeline.

Marketing problems rarely live in one channel. A weak conversion path can look like a traffic problem. A follow-up gap can look like bad leads. A reporting gap can make good work look like it’s failing.

The Diagnostic lets you see the whole system before you spend more on execution.

Your investment carries forward. Move into a larger engagement within 30 days and your full Diagnostic fee is credited toward it.

What we review

We don’t look at tactics one at a time. We look at how they connect.

That means talking to your team, digging into your data, and reviewing what you’ve already tried, not just what’s on your website.

Direction

Goals & priorities

Your business goals, growth priorities, offers, and what marketing is expected to deliver.

Market

Audience & positioning

Who you sell to, what they need, how you’re positioned, and how they move toward a decision.

Experience

Content & conversion

Website paths, campaigns, email, and nurture, and exactly where prospects lose momentum.

Infrastructure

CRM & handoffs

Lifecycle stages, lead scoring, automation, and what happens when a lead reaches sales.

Visibility

Reporting & attribution

What you measure, how it connects to pipeline, and where leadership is flying blind.

Capacity

People & ownership

Stakeholder interviews on capacity, vendors, decision rights, and who owns what.

Technology

Tools & integration

Whether your tech stack supports the buyer journey or just adds fragmentation.

AI

Practical AI use

Where AI can add speed and consistency without replacing expertise or judgment.

What you receive

A clear answer and a practical path forward.

Diagnostic summary

The most important gaps, risks, and opportunities, in plain language.

Data & systems review

A picture of how your marketing system connects, and where it doesn’t.

Prioritized recommendations

What to fix first, what can wait, and what to stop spending on.

90-day roadmap

Sequenced next steps your team can start on right away.

Live findings session

A working session with Jasmine to walk through findings and answer questions.

Right-sized next step

An honest recommendation: strategy, implementation, leadership, or a smaller internal fix.

This is for you if

You need clarity before your next marketing investment.

  • Marketing is active, but leadership can’t see what’s driving revenue.
  • Leads come in and then disappear between marketing and sales.
  • Your CRM, website, email, and reporting don’t work as one system.
  • Your team keeps adding tactics without fixing the real bottleneck.
  • You’re preparing to grow and need to know if your infrastructure can handle it.
  • Sales and marketing disagree about what a good lead looks like.

What this is not

Real answers, not a disguised pitch.

  • A generic website critique
  • A templated marketing scorecard
  • A sales call disguised as an audit
  • A full implementation engagement

The goal is a useful answer, even if we’re not the team that implements it.

What happens next

A focused process that gets you to the answer.

1

Book a fit call

A 20-minute conversation to confirm the Diagnostic is the right fit.

2

Team interviews

We talk with the people closest to the work and the results.

3

System review

We dig into your data, systems, and past work.

4

Findings session

Walk through the gaps and priorities together.

5

Use the roadmap

Move forward with a 90-day plan and a clear next step.

If you need more support, the Diagnostic leads into a Strategy Blueprint, a Funnel Architecture & Nurture build, or Fractional Marketing Advisory.

Stop guessing at the problem

Know what to fix before you spend more on marketing.

Start with team interviews, a deep look at your data, and a 90-day roadmap your team can act on.