What is included in the growth audit?

One written brief that traces a lead from first click to booked call across ads, landing pages, forms, CRM routing, follow-up, and reporting. Severity-tagged findings, one named first fix, and an explicit call on where the real bottleneck is. Then about 60 minutes live with the people who run ads, answer leads, and close deals.

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 separate what blocks money (lead capture, follow-up speed, offer clarity) from what slows it (reporting friction, tool debt), then 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 — message, offer, proof, primary action. A growth audit looks at the whole lead journey when multiple systems disagree: ad reporting, landing pages, CRM routing, follow-up speed, qualification rules, and dashboards.

What access do you need from us?

Ad account read-only, CRM read-only, any dashboards your team argues about, and the landing pages that carry paid or organic traffic. We send a one-page access checklist after scope is set. No write access, no credentials pasted in email.

Is implementation included?

No. The audit stands on its own. You keep the brief and ranked findings. Hand them to your team, to another vendor, or ask us to quote Solutions work — in that case we build from the same list, no second round of research.

Can this surface CRM, paid, reporting, and funnel issues?

Yes — that is exactly what it is for. Most of the time the real bottleneck is a handoff, a definition, or a reporting gap, not creative. We name which layer is the cap and which layers are noise.

How long does it take end to end?

Reply within one business day with scope and an access checklist. We start one to two weeks out. Written brief back in 7–10 business days after access lands. Live walkthrough scheduled the week after.

Advisory · Growth audit

AdvisoryGrowth audits

When ads, CRM, and dashboards disagree on what counts as a lead.

An audit that traces one lead from first click to booked call and names where source tracking, lead quality, handoffs, CRM visibility, page and funnel signals, and dashboard stories disagree. You leave with a ranked brief, one named first fix, and a clear call on where the real bottleneck is — before you fund the wrong project.

Written brief
Ranked findings
One first fix
60 min live
7–10 day turnaround

Request the growth auditRequest audit See what comes backWhat comes back

Reply within one business day with scope and an access checklist. Read-only access, no credentials pasted in email.

Growth audit · signal traceBrief + 60-min live

SignalAd platformCRMDashboard

Qualified lead21491163

Source: paid searchTrackedBlank on 38%Aggregated

Time-to-first-reply—Not reportedNot shown

Three systems. Same week. Three different stories.

Probable bottlenecks · ranked

High
“Qualified lead” means three different things across ads, CRM, and finance
Weekly meeting argues volume because no one uses the same definition. Fix before anyone tunes creative.
High
Source field is blank on 38% of inbound CRM records
Paid search looks under-performing in the CRM because attribution never reaches the record.
Med
First-reply clock is nobody’s KPI
No dashboard tracks it. Ad-sourced leads are waiting 6+ hours on average before the first touch.

Why teams ask for this audit first

Trusted read, written brief, fast enough to shape the next decision.

5.0 ★32 Google reviews
Live · Updated daily
Reviewed by operators who wanted a straight answer, not another strategy deck.
Service businesses, regional operators, and mission-driven teams stuck in the weekly meeting where every dashboard tells a different story.
Brief+ 60 min live
One ranked brief, forwardable to sales, ops, or a vendor.
Severity-tagged findings with short reasons. One named first fix so nobody argues about where to start. Written so an owner can forward it without a meeting to explain it.
7–10business days
Back before the next budget conversation.
Reply within one business day with scope and access checklist. We start one to two weeks out. Brief lands in time to shape the next spend decision, not after it.

What you get

Inside the growth audit.

One brief that traces a lead across ads, pages, forms, CRM, follow-up, and reporting — and names where the three systems disagree. Ranked by what to fix first, written for an operator to forward without a meeting to explain it.

What the audit inspects

Offer match to traffic
Do the ads and landing pages promise the same thing? Do the highest-spend keywords match the service pages people actually land on?
Lead source + attribution hygiene
Is UTM, source field, and platform click ID reaching the CRM record? What percentage of inbound leads have no source at all?
Capture + handoff
Where do inbound leads land, who owns them, and how fast does the first touch happen? Are paid leads routed differently from organic?
Qualification definitions
Does marketing, sales, and finance use the same definition of a lead, MQL, SQL, and opportunity? Where do the counts diverge?
Reporting / dashboard gaps
Do dashboards match the CRM? Do they match the ad platform? Where are the three stories disagreeing and why?

Growth audit · 01 – 05

Five steps. Specific to the audit.

Each step ends with something you can use: a confirmed scope, an access checklist, a ranked brief, a live walkthrough, and a clear call on what to do next.

No call required to start.

Send · Audit · Deliver · Walk through · Decide

Send
Share access and context
Ad account (read-only), CRM (read-only), any dashboards your team argues about, the pages paid traffic lands on, and a short note on who sells to whom. One-page access checklist after scope is set.
Audit
We trace one lead all the way through
Click → page → form → CRM record → routing → first reply → qualification → pipeline → dashboard. We document where the story breaks and where three systems disagree.
Deliver
Ranked findings + one named first fix
Written brief back in 7–10 business days. Severity-tagged, forwardable. One named first fix so your team knows where to start this week. Sample sections shown on this page.
Walk through
About an hour live with the people who do the work
Bring ads, sales, ops, and finance into one room. We walk the ranked list and test it against what you see day to day. Everyone leaves using the same words.

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 lead count, CRM reports another, finance asks how any of it ties to revenue — and nobody agrees which is right.
Paid spend is going up but pipeline is flat, and you cannot tell whether the problem is traffic, pages, routing, or follow-up.
Each team points at a different villain (bad creative, slow follow-up, weak CRM data) and the weekly meeting keeps re-arguing the same fight.
You are about to fund a rebuild, a new CRM, or a bigger ad budget — and no one has written down which system is actually capping growth today.
Lead quality is the argument, and nobody can prove it one way or another from current reporting.

→Narrower scope fits better if…

Only the homepage or one landing page is in question. Start with the free homepage review
The site reads fine but leads stall between submit and first reply — that is narrower than an audit. Go to funnel and lead flow reviews
You already know CRM routing is broken and you need someone to build the fix, not diagnose it.

If the audit names the real cap

The audit is the starting point. We say so when the cap is narrower than the full scope.

Most audits name one layer as the bottleneck and rule out the others. Here is what we hand you to next, depending on where the brief points.

If the audit names the site as the cap
Website reviews
When the audit traces the leak back to messaging, service pages, or the contact path — and the rest of the funnel reads fine.
See website reviews
If the audit names the lead path as the cap
Funnel and lead flow reviews
When forms and ads work but leads stall between submit, routing, and the first meeting — and the fix is handoff, not strategy.
See funnel reviews
If the audit names CRM or reporting as the cap
Automation advisory
When repeat work spans systems, ownership is unclear, and the audit recommends ranked workflow and integration priorities before another vendor wires something new.
See automation advisory

Proof

What changed after the audit named the real issue.

Each project started with the same question: which system is actually capping growth? The fixes followed that call — not another round of creative.

Montana Christian College digital and enrollment rebuild case study cover

Service Businesses

Montana Christian College: digital + enrollment rebuild

How MCC scaled its site, social presence, and enrollment machinery with managed Google and Meta ads before ownership changed hands.

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

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 this quarter. If broader implementation is warranted, Solutions starts from the same list — no second round of research.

When ads, CRM, and dashboards disagree on what counts as a lead.

Trusted read, written brief, fast enough to shape the next decision.

Reviewed by operators who wanted a straight answer, not another strategy deck.

One ranked brief, forwardable to sales, ops, or a vendor.

Back before the next budget conversation.

Inside the growth audit.

Offer match to traffic

Lead source + attribution hygiene

Capture + handoff

Qualification definitions

Reporting / dashboard gaps

Five steps. Specific to the audit.

Share access and context

We trace one lead all the way through

Ranked findings + one named first fix

About an hour live with the people who do the work

A growth audit is the right first move when…

The audit is the starting point. We say so when the cap is narrower than the full scope.

Website reviews

Funnel and lead flow reviews

Automation advisory

What changed after the audit named the real issue.

Montana Christian College: digital + enrollment rebuild

Growth audit questions

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

Bottleneck call

Ship in-house, with your vendor, or bring us back

Solutions

KAAR: paid acquisition & shop systems

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

When ads, CRM, and dashboards disagree on what counts as a lead.

Reviewed by operators who wanted a straight answer, not another strategy deck.

One ranked brief, forwardable to sales, ops, or a vendor.

Back before the next budget conversation.

Offer match to traffic

Lead source + attribution hygiene

Capture + handoff

Qualification definitions

Reporting / dashboard gaps

Share access and context

We trace one lead all the way through

Ranked findings + one named first fix

About an hour live with the people who do the work

Website reviews

Funnel and lead flow reviews

Automation advisory

Montana Christian College: digital + enrollment rebuild

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 implementation included?

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

Bottleneck call

Ship in-house, with your vendor, or bring us back

Solutions

KAAR: paid acquisition & shop systems

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

Can this surface CRM, paid, reporting, and funnel issues?

What happens after the findings?

How long does it take end to end?