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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

Marketing and Sales Assessment

Turn more of your existing marketing effort into measurable sales impact — without rebuilding everything.

Clear priorities. Practical actions. No fluff.

See what the assessment covers

From £399
Fixed price agreed upfront
No-pay guarantee

BOOK A MARKETING AND SALES ASSESSMENT

Talk it through first

Why this assessment matters

Marketing shapes most buying decisions before sales gets involved.

This assessment shows where to focus so marketing does more of the heavy lifting — and sales converts more predictably.

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 doesn’t move buyers forward
  • CRM and automation tools are underused
  • Reporting doesn’t clearly link activity to revenue

These aren’t people problems. They’re system and process gaps.

What the Marketing and Sales Assessment covers

A practical, end-to-end review of your marketing and sales system — focused on clarity, effectiveness, and conversion.

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 doesn’t

4. People & Ways of Working

  • Roles, responsibilities, and ownership
  • Sales and marketing alignment
  • Where knowledge lives — and 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

BOOK A MARKETING AND SALES ASSESSMENT

How it works

  1. Short interviews with key stakeholders in marketing and sales
  2. System review of dashboards, reports, and existing metrics
  3. Journey mapping to document how leads really move through your system
  4. Analysis to identify gaps, quick wins, and priorities
  5. Delivery as a board-ready report or presentation
Marketing and sales assessment process showing people reviewing customer journeys and system flow

What we need from you

Simple inputs. Minimal disruption.

  • Short 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

From £399

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

No-pay guarantee
If you don’t believe the assessment delivered clear, practical value, we’ll waive the fee.

BOOK A MARKETING AND SALES ASSESSMENT

Who this is for

  • You want quick, measurable improvement
  • You suspect marketing isn’t fully supporting the buyer journey
  • You need evidence to justify change
  • You want clarity before investing in new tools or AI
  • You’re 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 short qualification call.

We’ll confirm the scope, price and timescales, and make sure this is the right next step for your business.

Prefer to talk it through first? Contact us here.

Request your qualification call

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