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Fixed-scope service

GTM Workflow Audit

Diagnose one existing sales, marketing, customer-success, or revenue workflow before attempting to automate it.

Price
$750
Turnaround
Three business days after all required inputs are received
Payment
100% upfront after qualification

Best for: Founder-led B2B teams that suspect a revenue workflow is leaking opportunities but haven't mapped exactly where or why.

What you receive

  • Current-state workflow map
  • Bottleneck analysis
  • Failure-point analysis
  • Repetitive-work inventory
  • Data-quality observations
  • Automation-suitability assessment
  • Prioritized recommendations
  • Proposed future-state workflow
  • Suggested software architecture
  • Human-approval recommendations
  • Implementation sequence
  • 30-day roadmap
  • Approximate software-cost considerations
  • Implementation estimate
  • Recorded or written walkthrough

You provide

  • Completed intake
  • Current process description
  • Current tools
  • Sanitized examples
  • Desired result
  • One responsible decision-maker
  • Optional recorded walkthrough

Not included

Stated up front so there are no surprises. Requests beyond scope get a written change order or a separate quote — never a silent bill.

  • Live software implementation
  • Production-system access
  • CRM modification
  • Sending messages
  • Handling regulated data
  • Guaranteed revenue
  • Guaranteed time savings
  • Legal or compliance advice

Definition of done

Written acceptance criteria

The deliverable is verified against these before it reaches you. No guaranteed business outcomes — guaranteed rigor.

  1. 01Every observation is traceable to customer-provided information
  2. 02Assumptions are labeled
  3. 03Recommendations are prioritized
  4. 04Risks and limitations are stated
  5. 05The report is understandable to a nontechnical business owner
  6. 06No unsupported performance claims are included

How it works

  1. 01

    Qualify

    A short structured intake confirms your project fits this scope. Suitable projects go straight to checkout; anything involving live systems or sensitive data is reviewed by a human first.

  2. 02

    Pay and complete intake

    Payment is 100% upfront. You receive an order confirmation and a structured intake link for the required inputs.

  3. 03

    Inputs confirmed

    We confirm your inputs in writing. The delivery clock starts here — not at payment — so the turnaround is honest.

  4. 04

    Delivery against acceptance criteria

    You receive the deliverable with assumptions labeled and limitations stated, reviewed by a human before it reaches you.

Ready when you are.

Start a GTM Workflow Audit

An implementation-ready specification for one workflow: architecture, rules, approvals, failure handling, and acceptance tests.

One focused, production-quality conversion page: positioning, copy, design, build, and a working form or checkout path.

A controlled implementation of one defined workflow — sandbox first, logged, human-approved, with written operating instructions.