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Marketing and Sales Assessment | Turn Marketing Effort into Sales Impact

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Marketing and sales systems working together to improve performance

Identify the gaps holding back your marketing and sales performance

Step 1: Marketing and Sales System Clarity Call

Start with a free, focused call to talk through how your marketing and sales system works today and where value may be leaking.

You will leave with practical suggestions you can act on, whether or not you proceed to a full assessment.

See what the assessment covers

Free clarity call
No obligation
Practical next steps

BOOK A FREE CLARITY CALL

If a full assessment is the right next step, we will agree scope and a fixed price. Investment typically starts from £399.

Why this matters

Most buying decisions are shaped before a sales conversation ever takes place.

If marketing and sales are not fully aligned, opportunities are lost quietly through inconsistent follow-up, unclear ownership, and underused systems.

A short clarity call helps you see where value is leaking and what can be improved quickly.

BOOK A FREE CLARITY CALL

See what the assessment covers

Common gaps we see

  • Leads arrive, but follow-up is inconsistent
  • Marketing activity looks busy, impact is unclear
  • Sales lacks confidence in lead quality
  • Lead nurturing exists, but does not move buyers forward
  • CRM and automation tools are underused
  • Reporting does not clearly link activity to revenue

These are not people problems. They are system and process gaps.

Step 2: Formal Marketing and Sales Assessment

If the clarity call confirms it is worth going deeper, we complete a practical, end-to-end review of your marketing and sales system and processes. The focus is clarity, effectiveness and conversion.

Investment typically starts from £399 once scope is agreed. Fixed price confirmed upfront. No-pay guarantee. If you do not see clear, practical value, we waive the fee.

BOOK A FREE CLARITY CALL

1. Marketing, Brand & Demand Generation

  • Target audiences and positioning
  • Messaging clarity and consistency
  • Channels, campaigns and content effectiveness
  • Lead sources, volume and quality

2. Lead Engagement, Nurturing & Conversion

  • How and when leads are followed up
  • Timing, relevance and sequencing
  • Lead scoring and qualification
  • Sales hand-off points and ownership
Marketing and sales assessment system view showing people, process and technology working together
 

3. Tools, Automation & AI

  • CRM and marketing automation setup
  • How tools are actually used day to day
  • Gaps between capability and reality
  • Where AI adds value, and where it does not

4. People & Ways of Working

  • Roles, responsibilities and ownership
  • Sales and marketing alignment
  • Where knowledge lives, and where it gets lost
  • Manual effort that should be automated

What you get

Clarity you can act on, not a long wish list.

A clear diagnosis

  • Where leads are being lost in the journey
  • What is slowing engagement and conversion
  • Which processes are unclear, duplicated, or missing

Practical recommendations

  • Low-cost quick wins you can implement immediately
  • Mid-term improvements to strengthen performance
  • Clear priorities your team can align around

Commercial clarity

  • Indicative budgets
  • Timescales
  • Expected impact

What clients say after an assessment

SME team reviewing marketing and sales performance insights together

“We assumed we needed more leads. The assessment showed us our marketing wasn’t supporting how buyers actually buy. Fixing that made an immediate difference.”
Managing Director, B2B Services

“The biggest value was clarity. Marketing and sales finally had a shared view of what needed fixing first.”
Head of Marketing, Technology Firm

“We implemented three recommendations straight away and saw measurable improvement within weeks.”
Commercial Director, Manufacturing

Start with a free clarity call. If a full assessment is the right next step, we will agree scope and fixed price.

BOOK A FREE CLARITY CALL

How it works

  1. Free clarity call to understand how your marketing and sales system works today and where value may be leaking
  2. Agree scope and fixed price if a deeper assessment is worthwhile
  3. Short focusssed interviews with key stakeholders in marketing and sales
  4. System review and journey mapping to document how leads really move through your process
  5. Analysis and delivery as a board-ready report or presentation with clear priorities
Marketing and sales assessment process showing people reviewing customer journeys and system flow

What we need from you

For the free clarity call, very little preparation is required.

If you decide to proceed with a full assessment, inputs remain simple and focused.

  • Short, focused interviews with key stakeholders
  • Access to existing sales and marketing dashboards or reports
  • No major data extraction or preparation

Most teams complete their input in a matter of hours, not days.

Cost, risk & guarantee

The clarity call is free.

If you decide to proceed with a full assessment, investment typically starts from £399 once scope is agreed.

  • Fixed price agreed upfront
  • Final cost based on scope and complexity

No-pay guarantee
If you do not believe the assessment delivered clear, practical value, we will waive the fee.

BOOK A FREE CLARITY CALL

Who this is for

  • You want quick, measurable improvement
  • You suspect marketing is not fully supporting the buyer journey
  • You need evidence to justify change
  • You want clarity before investing in new tools or AI
  • You are unsure whether you need optimisation or a rebuild

Explore the 90-day Build Your Own plan

Book a Marketing and Sales Assessment

Complete the form to request a free Marketing and Sales System Clarity Call.

We will talk through your current marketing and sales system, highlight obvious gaps, and help you decide the right next step.

If a full assessment is worthwhile, we will agree scope, fixed price and timescales after the call.

Most businesses uncover practical improvements they can implement immediately, just from the conversation.

Request your free clarity call

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