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01

Diagnose

A fast, focused first step to show leadership where marketing ROI is being tracked, where it isn’t, and what needs to be fixed first.

Best for

Leadership teams who suspect marketing isn’t performing but can’t yet see why.

You get

A findings report, a prioritised roadmap, and a leadership session to agree the next move.

Shape

We have deliberately designed this phase to be fast, focused and practical — typically delivered within 4 weeks from when essential access is granted and information is shared.

What the Diagnosis covers

  • Funnel & spend audit — Campaign performance, spend, and reporting to see what’s working and how activity connects to revenue.

  • Systems & tooling review — Martech and data infrastructure, including tracking, automation, integration, cybersecurity, and data governance.

  • Marketing function assessment — What’s covered, neglected, or under-resourced, and where ownership sits.

  • Gap analysis — The gaps that drive cost per lead, response times, conversion, and marketing–sales handoffs.

  • Findings & roadmap — A findings report, a prioritised plan for what to fix first, and a leadership session to align on the next move.

What we need from you

The purpose of Diagnose is to understand your marketing return on investment. That means visibility into marketing investment and the data used to measure its return. In practice we need access across how demand is generated and tracked; how customers engage; how leads become customers; how customers are served and heard; how investment, data, and decisions connect; and the key stakeholders who can explain roles, handoffs, and data flows. Stacks vary — we’ll work with your existing tools to identify the sources that matter.

Data availability

Diagnose is only as strong as the data available. Gaps in access will limit the confidence of our findings and recommendations.

How timing works

We can begin while information is still being gathered and will prioritise the access needed most urgently so progress continues. The primary dependency is access to the right people, systems, and data. The four-week timeframe begins once the required access is in place.

Typical next steps

Diagnose is designed as a low-risk first purchase. Some clients stop with a clear plan. Many continue into Build if systems need implementing, or Run if the gap is leadership and accountability. You decide after you’ve seen the findings.

Stop guessing where your marketing budget goes

Uncover what’s working, what’s broken, and what to fix first in your marketing tracking. Get a fast, 4-week audit of your spend, systems, and funnels, complete with a prioritised roadmap for your next move. Provide a few details below to help us evaluate the complexity of your organisation and generate a no-obligation quote.

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FAQ

Common questions about this offer.