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
A plain-language definition
What is a GTM workflow audit?
Here, GTM means go-to-market—not Google Tag Manager. A GTM workflow audit follows one real operational path across marketing, sales, or customer success and shows where work waits, context disappears, ownership becomes unclear, or data stops matching reality.
The result is a traceable current-state map and a prioritized plan. It is diagnosis before software: enough evidence to decide what to clarify, remove, document, or automate without buying tools on a hunch.
Which revenue workflows can we audit?
- Inbound lead capture, routing, and first response
- Qualification, discovery, and sales handoff
- Proposal creation, approval, and follow-up
- Closed-won to customer onboarding
- Customer-success, renewal, or escalation handoffs
- Recurring revenue reporting and data flow
When should a founder-led B2B team run one?
Audit when leads wait for someone to notice them, two people describe the same process differently, follow-up depends on memory, reports disagree, information is retyped between systems, or the team is discussing automation before anyone can draw the current workflow. Those are signals to inspect the handoff—not proof that you need another platform.
A focused workflow audit—not a company-wide GTM strategy review
The $750 scope covers one existing workflow. It does not claim to audit your entire market strategy, ideal-customer profile, positioning, channel mix, pricing, or unit economics. We only examine those questions when they directly affect the workflow being traced. That boundary is what makes a three-business-day delivery credible.
Definition of done
Written acceptance criteria
The deliverable is verified against these before it reaches you. No guaranteed business outcomes — guaranteed rigor.
- 01Every observation is traceable to customer-provided information
- 02Assumptions are labeled
- 03Recommendations are prioritized
- 04Risks and limitations are stated
- 05The report is understandable to a nontechnical business owner
- 06No unsupported performance claims are included
How it works
01
Qualify
A short structured intake confirms your project fits this scope. Suitable projects receive the payment route in writing; anything involving live systems or sensitive data is reviewed by a human first.
02
Confirm payment and complete intake
Payment is 100% upfront after qualification. The payment route and structured intake instructions are confirmed in writing before any work begins.
03
Inputs confirmed
We confirm your inputs in writing. The delivery clock starts here — not at payment — so the turnaround is honest.
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 AuditLearn before you buy
Related guides
10 min read
Sales Handoff Audit Checklist for B2B Teams
A practical 12-point checklist for auditing a B2B sales handoff: ownership, timing, context, data, exceptions, approvals, feedback, and stalled deals.
8 min read
What GTM Engineering Means for a Small B2B Team
GTM engineering, stripped of buzzwords: how a small B2B team turns the path from first touch to delivered work into one system it can inspect and fix.
8 min read
Audit Before You Automate: Finding the Real Revenue Bottleneck
Why automating an unmapped workflow makes failures faster and quieter, and how a plain-language audit finds the real bottleneck before you buy tools.
Other services
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$1,000An implementation-ready specification for one workflow: architecture, rules, approvals, failure handling, and acceptance tests.
Conversion Page Sprint
$1,500One focused, production-quality conversion page: positioning, copy, design, build, and a working form or checkout path.
GTM Systems Pilot
From $3,500A controlled implementation of one defined workflow — sandbox first, logged, human-approved, with written operating instructions.