ServicesMarketing & Systems Assessment

Know what to fix before you spend more on marketing.

Your marketing is active. Enquiries are coming in. But deciding whether to change the campaigns, fix follow-up, or connect the tools still feels like guesswork.

Get an evidence-backed action plan for $750, delivered within seven business days after agreed access and information are available.

Book your $750 assessment

One payment. Keep the findings. No commitment to implementation.

A clearer picture of what needs attention.

We look across your setup, then investigate one main customer journey across up to five core tools. I follow the handoffs to see where information, responsibility, and work go next.

The review can uncover disconnected tools, duplicated effort, missing follow-up, unused software features, or content bottlenecks. It can also show what is already working.

What you get

A short intake and a 45-minute discovery session.
An overview of acquisition, enquiry handling, follow-up, content, and repetitive work.
A focused review of one customer journey across up to five tools.
Findings separating confirmed issues, suspected issues, and working systems.
Three prioritized actions, with reasons, dependencies, and indicative implementation costs.
A recorded walkthrough and 30-minute review session.

You leave knowing what to fix, what to keep, and what can wait.

Client work

Experience following the connections.

For a beauty salon client, Google and Facebook ads, an online store, a booking platform and a CRM weren't connected, and most enquiries came in by phone. I reviewed the setup, gave Google Ads and Facebook ads their own call tracking numbers so calls could be segmented by platform, and connected source-specific enquiry routes to the CRM.

The team got clearer visibility into which calls and enquiries came from each ad platform.

Complete attribution and payment integration were not part of the documented result.

Sample testimonial

Chris helped us understand what needed attention and what could wait. We came away with a much clearer order of priorities.

Wellness studioVancouver, BC

A few practical details

Does this include implementation?

The assessment covers diagnosis and recommendations. Fixes are scoped separately, and you can use the findings with your team or another provider.

Is this an exhaustive audit?

It surveys the wider setup, then investigates the main bottleneck. You provide agreed information and access and take part in both sessions.

What if the findings aren't clear enough?

If the assessment doesn't give you an evidence-backed explanation and clear next steps, I'll revise it once. If it still doesn't meet that standard, I'll refund the assessment fee.

Marketing & Systems Assessment, $750

Make the next decision with a clearer picture.

$750 · Seven business days after agreed access and information are available.

I'll confirm fit, scope, and billing currency before payment, then arrange your discovery session.