What is included in the growth audit?

One written brief that follows an inquiry from first click to booked call: ads, pages, CRM, and follow-up. Every finding is marked High, Med, or Low. You get one named first fix and a straight answer on where the real problem is. Then about 60 minutes live with your team.

How do you decide what to fix first?

Impact first, then the cost to ship. A fix that unlocks pipeline this quarter beats a prettier long-term project. We name one first fix you can run this week, not a generic top ten.

How is this different from the free homepage review?

The free homepage review stays on the first screen of one page. A growth audit looks at the whole inquiry path when the systems disagree: ads, pages, CRM, and reporting.

What access do you need from us?

Read-only access to the ad account and the CRM, any dashboard your team argues about, and the landing pages that carry paid or organic traffic. We send a one-page access checklist once we agree what the audit covers. No write access, and no passwords pasted into email.

Is the build work included?

No. The audit stands on its own. You keep the brief and the ranked findings. Hand them to your team, hand them to another vendor, or ask us to quote the build under Solutions. If you do, we build from the same list, not a new round of research.

Can this surface CRM, paid, reporting, and follow-up issues?

Yes, that is what it is for. Most of the time the real problem is who picks up an inquiry next, what people count as a lead, or a gap in the reporting. It is rarely the creative. We name the one thing to fix and the things that are noise.

How long does it take end to end?

We reply within one business day with what the audit covers and a checklist of the access we need. We start one to two weeks out. The written brief comes back 7 to 10 business days after access lands. The live walkthrough is the week after.

Reviews & Audits · Growth audit

Reviews & AuditsGrowth audit

When ads, CRM, and reporting disagree on what counts as an inquiry.

We trace one inquiry from first click to booked call and find where the numbers stop agreeing. You leave with a ranked brief, one named first fix, and a straight answer on where the real issue is. Before you fund the wrong project.

Written brief
Ranked findings
One named first fix
60 minutes live
7 to 10 business days

Request a growth auditRequest audit See what comes backWhat comes back

We reply within one business day with the scope and an access checklist. Read-only access. No passwords in email.

Growth audit · where the numbers disagreeBrief + 60-min live

What we checkedAd platformCRMDashboard

Qualified lead21491163

Source: paid searchTrackedBlank on 38%Aggregated

Time to first replyNot trackedNot reportedNot shown

Three systems. Same week. Three different stories.

Findings · ranked

High
“Qualified lead” means three different things across ads, CRM, and finance
The weekly meeting argues about volume because nobody uses the same definition. Fix this before anyone touches the ads.
High
Source field is blank on 38% of inbound CRM records
Paid search looks like it is failing in the CRM because the source never reaches the record.
Med
Nobody owns the time to first reply
No dashboard shows it. Leads from ads wait more than 6 hours on average before anyone replies.

Why teams ask for this audit first

A straight read, in writing, back before your next budget meeting.

5.0 ★33 Google reviews
Live · Updated daily
For teams that want a straight answer, not another strategy deck.
For founders, owners, and team leads stuck in the weekly meeting where every dashboard tells a different story.
Brief+ 60 min live
One ranked brief you can forward to sales, ops, or a vendor.
Findings marked High, Med, or Low, each with a short reason. One fix named first, so nobody argues about where to start. Written so you can forward it without a meeting to explain it.
7 to 10business days
Back before the next budget conversation.
We reply within one business day with the scope and an access checklist. We start one to two weeks out. The brief arrives before your next spend decision, not after it.

What you get

Inside the growth audit.

One brief that follows a lead across ads, pages, forms, the CRM, follow-up, and reporting. It names where the systems disagree and ranks what to fix first. Written so you can forward it without a meeting to explain it.

What we check

Whether the ads match the pages
Do the ads and landing pages promise the same thing? Do the highest-spend keywords match the service pages people actually land on?
Where your leads say they came from
Do the UTM tags, the source field, and the click ID reach the CRM record? What share of your leads arrive with no source at all?
What happens when a lead comes in
Where do leads land, who owns them, and how fast does someone reply? Do leads from ads get handled differently from the rest?
What counts as a lead
Do marketing, sales, and finance use the same definition of a lead and an opportunity? Where do the counts stop matching?
Whether the dashboards agree
Do the dashboards match the CRM? Do they match the ad platform? Where do the three disagree, and why?
What is actually getting in the way
One ranked answer on whether the problem is the ads, the pages, who gets the lead, the CRM, or the reporting. With reasons someone can argue with.

For: Founders, owners, and team leads with ad spend, a CRM, and at least one dashboard, stuck in the meeting where every system says something different.
Scope: Ads, landing pages, forms, who gets the lead in the CRM, first reply, what counts as qualified, and reporting. Not a 90-page audit.
Format: Written brief (PDF) + about 60 minutes live with the team.
Access: Read-only on ad account, CRM, and dashboards. One-page checklist after scope is set.
Turnaround: Reply in one business day. Brief back in 7 to 10 business days after access lands.

Request a growth audit Only the first screen in question? Get a free homepage review

growth-audit-sample.pdf · p.3 of 14

Sample brief excerpt5 of 18 ranked findings

Where the numbers split between ads, CRM, and the weekly dashboard.

High
Ad platform reports 214 conversions; CRM records 91 qualified leads same period
The ad platform counts every form submit, duplicates and spam included. The CRM only counts the ones a rep looks at. The gap is the definition, not the tracking.
High
Landing page carries “Request a quote,” service pages say “Book a free consult”
Paid traffic lands on the quote page. The 34% who click back to the menu find the consult button instead, which is where sales follows up. Two main paths, neither one winning.
Med
Phone leads from a mobile never reach the CRM
Tap-to-call from an ad rings the front desk. Calls over 3 minutes get logged by hand. The rest never show up in any report.
Med
Weekly revenue dashboard uses a different lead definition than the CRM pipeline
The dashboard counts anyone in the CRM. The pipeline counts deals with a named owner. Finance reads the first, sales works the second.
Low
UTM tags survive the form but get overwritten on repeat visitors
A second submission replaces the original source. Not your biggest problem, but it hides which campaigns actually start deals.

Growth audit · 01 to 04

The same four steps, every project.

Every project here runs the same way. Each step ends with something you can use: a written brief, a ranked list, the first fix shipped, and a number to check it against.

No call required to start.

Review · Prioritize · Build · Measure

Review
We follow one lead all the way through
You give us read-only access to the ad account, the CRM, and the dashboards your team argues about. Add the pages paid traffic lands on. A one-page checklist comes with the scope. Then we follow a single lead: the click, the page, the form, the CRM record, whoever it goes to, the first reply, and the dashboard. We write down every place the story breaks.
Prioritize
A written brief, marked High, Med, or Low
Back in 7 to 10 business days, with one fix named first so nobody argues about where to start. Then about 60 minutes live with ads, sales, ops, and finance in the same room. We walk the list and test it against what you see day to day.
Build
Ship it in-house, with your vendor, or with us
The audit stands on its own. If you want us to do the work, we start from the same list: the website, the campaigns, the CRM, the automation, or the reporting, depending on where the audit pointed.
Measure
Count leads the same way the audit did
After a fix ships, count leads and booked jobs using the definition the brief settled on. That is how you find out whether it worked. The list stays current, so the next fix is already named.

When to request the audit

A growth audit is the right first move when…

Pick this if a few of these sound familiar. Pick something else if the list on the right fits better.

✓Right first move if…

Ads report one count and the CRM reports another. Finance asks how either ties to revenue. Nobody agrees which is right.
Ad spend keeps going up and the pipeline stays flat. You cannot tell whether it is the traffic, the pages, who gets the lead, or the follow-up.
Each team blames something different: bad ads, slow follow-up, messy CRM data. The weekly meeting has the same argument every week.
You are about to pay for a rebuild, a new CRM, or a bigger ad budget. Nobody has written down what is actually slowing things down today.
Everyone argues about lead quality and nobody can prove it either way from the reports you have.

→Narrower scope fits better if…

Only the homepage or one landing page is in question. Get a free homepage review
The site reads fine, but leads stall between the form and the first reply. That is a smaller job than an audit. See follow-up reviews
You already know the CRM sends leads to the wrong people, and you want someone to fix it, not review it. See operations and automation review

If the audit points elsewhere

The audit is the starting point. We say so when the problem is smaller than the whole thing.

Most audits name one area as the problem and rule out the rest. Here is where we send you next, depending on where the brief points.

If the audit names the site as the issue
Website review
When the audit traces the problem back to your wording, your service pages, or the contact path, and everything after that works.
See website review
If the audit names follow-up as the issue
Follow-up reviews
When forms and ads work, but leads stall between the form, whoever gets it, and the first meeting.
See follow-up reviews
If the audit names CRM or reporting as the issue
Operations and automation review
When the same work repeats across systems, nobody is sure who owns it, and the audit ranks what to fix before another vendor wires something new.
See operations and automation review
When building is the next step
Solutions
Websites, campaigns, CRM and automation, or reporting, built from the same ranked list the audit produced. No second round of research.
See what we build

Proof

What changed after the audit named the real issue.

Each project started with the same question: what is actually slowing things down? The fixes followed that answer, not another round of ads.

Montana Christian College digital and enrollment rebuild case study cover

Service Businesses

Montana Christian College: digital + enrollment rebuild

A 7-page college site grew to about 27 pages. Instagram went from about 50 followers to 1,000+.

7 → 27: site pages
1,000+: IG followersfrom ~50
~$0.18: Meta CPC

Read the full case study

KAAR paid acquisition and shop systems case study cover

Local Services

KAAR: paid acquisition & shop systems

$50k+

A new site, drone photos, and ads on Google, Meta, and Yelp. Then Tekmetric, to match leads to booked jobs.

Read case study

Local Services

Glacier Grand Cleaners: full-year Local Services Ads (2025)

~4x

A brand-new cleaning company hit roughly 4x ROAS on ad spend in its first year, with 75+ qualified leads.

Read case study

All case studies

Audit questions

Growth audit questions

What is included, what access we need, and what happens after the findings.

The low-risk next step

Request the audit. Then decide what the work really needs.

The audit stands on its own. Most teams use it to rank fixes and ship them this quarter. If you want us to do the build, we start from the same list, not a new round of research.

When ads, CRM, and reporting disagree on what counts as an inquiry.

Written brief

Ranked findings

One named first fix

60 minutes live

7 to 10 business days

We reply within one business day with the scope and an access checklist. Read-only access. No passwords in email.

When ads, CRM, and reporting disagree on what counts as an inquiry.

For teams that want a straight answer, not another strategy deck.

One ranked brief you can forward to sales, ops, or a vendor.

Back before the next budget conversation.

Whether the ads match the pages

Where your leads say they came from

What happens when a lead comes in

What counts as a lead

Whether the dashboards agree

What is actually getting in the way

We follow one lead all the way through

A written brief, marked High, Med, or Low

Ship it in-house, with your vendor, or with us

Count leads the same way the audit did

What is included in the growth audit?

How do you decide what to fix first?

How is this different from the free homepage review?

What access do you need from us?

Is the build work included?

Can this surface CRM, paid, reporting, and follow-up issues?

What happens after the findings?

How long does it take end to end?

Request the audit. Then decide what the work really needs.

When ads, CRM, and reporting disagree on what counts as an inquiry.

For teams that want a straight answer, not another strategy deck.

One ranked brief you can forward to sales, ops, or a vendor.

Back before the next budget conversation.

Whether the ads match the pages

Where your leads say they came from

What happens when a lead comes in

What counts as a lead

Whether the dashboards agree

What is actually getting in the way

We follow one lead all the way through

A written brief, marked High, Med, or Low

Ship it in-house, with your vendor, or with us

Count leads the same way the audit did

What is included in the growth audit?

How do you decide what to fix first?

How is this different from the free homepage review?

What access do you need from us?

Is the build work included?

Can this surface CRM, paid, reporting, and follow-up issues?

What happens after the findings?

How long does it take end to end?

Request the audit. Then decide what the work really needs.