Scorecards · Roadmap · From $1,500

The Martech Stack Audit

We score your website, your SEO, and your marketing automation and CRM against what they should be doing for your pipeline, then hand you a prioritized roadmap for fixing what's holding growth back. Starting at $1,500.

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See what you get
What you get

Three scorecards and a roadmap

The audit covers the three systems that drive most of your pipeline, then turns every finding into a plan you can act on.

1

Website scorecard

Page speed, mobile experience, conversion paths, and analytics tracking, each graded so you can see what's costing you leads.

2

SEO scorecard

Technical health, content coverage, structured data, and authority, graded against the searches your buyers actually run, in Google and in AI answers.

3

Marketing automation & CRM scorecard

Lead capture, nurture flows, data hygiene, and reporting across your automation platform and CRM, and whether the two actually talk to each other.

4

Prioritized roadmap

Every finding ranked by impact and effort: quick wins first, then the fixes and builds that follow, with what each one unlocks.

How it works

How the audit works

Step 1 — Kickoff & access

A kickoff call, read-only access to your site, analytics, and platforms, and a short questionnaire about your goals and pipeline.

Step 2 — Scoring & readout

We score all three areas, map how your tools connect, and walk you through the scorecards and roadmap in a live readout. Everything is yours to keep.

Starting at $1,500

$1,500 covers a typical stack: one website, one marketing automation platform, and one CRM. Larger or multi-brand stacks get a fixed quote before kickoff, so you know the price before we start.

Who it's for

Growing businesses running on a mix of tools like Webflow, Shopify, WordPress, HubSpot, and Salesforce that suspect their stack is leaking leads but can't pinpoint where. When you're ready to fix it, we build and run the roadmap with you.

What we audit against

How a healthy stack fits together

Every industry wires its tools differently. Pick yours to see how leads, orders and supporters should flow from first click to the dashboard. The audit shows where your stack matches this picture and where the handoffs break.

B2B tech & cybersecurity

Paid, organic and intent signals feed a Webflow site and HubSpot, which scores and syncs leads to Salesforce for sales, with all touchpoints rolled into a warehouse for pipeline attribution.

DTC e-commerce

Paid and organic traffic lands on a Shopify storefront; orders flow to fulfillment and the ERP while Klaviyo turns customer events into email and SMS, and an attribution layer ties revenue back to spend.

Financial & insurance services

Search, education content and referral partners feed quote and application flows; regulated data stays in the policy or loan system while the CRM routes leads to licensed advisors and runs compliance-reviewed nurture.

Healthcare & professional services

Local search and referrals drive visitors to the practice website, where booking and intake stay inside a HIPAA boundary with the EHR, while only de-identified signals reach marketing tools and reporting.

Local services & trades

Maps, Local Services Ads and directories drive calls and booking requests into field service software, which dispatches the job, invoices it and triggers the review and maintenance reminders that bring the next job in.

Restaurants & hospitality

Maps, social and delivery apps bring guests in; the website pushes commission-free direct orders and reservations into the POS, and guest data from every visit feeds loyalty, email and SMS that bring people back.

Nonprofits & advocacy

Campaign channels drive supporters to action pages and donation forms, all records land in one constituent CRM, and segments flow back out to email, SMS and events while a dashboard tracks donors, dollars and actions.

Click any tool to see what it does and how we run it. Green paths are where revenue moves.

Select a tool in the map to see its role in the stack.

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Book your audit

Pick a time that works for you. We'll use the call to learn about your business and your stack, and confirm the scope and price of your audit.