How It Works
Most companies get here one of two ways. They’ve run marketing for years, and the frustration has built slowly. Growth has stalled, and more spend isn’t helping. Or they’ve decided to invest in growth and need a marketing function tied to revenue. Either way, we start with the Growth Diagnostic.
Two steps, each one standing on its own: a four-week diagnostic to find what’s broken, then a 90-day build to fix what matters most.
Step 1 | Start here
A four-week Growth Diagnostic
Start this month. Answers in four weeks. No long-term commitment.
What you get
- A scored view of all six parts of your growth system, in a report you can share with your board or investors
- The two or three issues doing the most damage, and what’s causing them
- A clear look at where your budget is working and where it isn’t
- How ChatGPT, Gemini, and other AI tools describe you versus your competitors
- A 90-day plan for what to fix first
How it works
Week 1: Kickoff and intake. We review your goals, data, and systems. I talk with the people closest to your customers.
Weeks 2 to 3: Audit and scoring. I score all six parts against a clear rubric and set your baseline metrics.
Week 4: Findings. You get a scored report and a ranked list of what to fix first.
Week 4: Your 90-day plan. We review it together and agree on what happens next.
What I need from you: a few hours of your team’s time and access to your CRM, analytics, and ad accounts. Messy data is fine.
You’ll see exactly where you stand.
Every diagnostic ends with a scorecard like this one. Each of the six parts gets a score from 1 to 5, a priority, and baseline metrics, like the cost to win a customer in each channel and conversion at each stage.
| Part | Score (1 to 5) | Priority |
|---|---|---|
| 01 Ideal Customer & Positioning | ●●●○○ 3 of 5 | Strengthen |
| 02 Demand & Channel Economics | ●●○○○ 2 of 5 | Fix first |
| 03 Funnel & Conversion | ●●●○○ 3 of 5 | Strengthen |
| 04 Handoffs & Accountability | ●●○○○ 2 of 5 | Fix first |
| 05 Customer Lifecycle | ●●●●○ 4 of 5 | Maintain |
| 06 Measurement & Cadence | ●○○○○ 1 of 5 | Fix first |
How scoring works
1: Missing or ad hoc
3: In place, but inconsistent
5: Running and improving
What the priorities mean
Fix first: doing the most damage today
Strengthen: working, but leaving results on the table
Maintain: keep doing what works
Step 2 | Then this
A 90-day build, shaped by your diagnostic
Your plan comes from your findings. Here’s a typical example.
Days 1 to 30
Clarity and quick wins
- Your best-fit customers are defined and documented
- The biggest leaks in your funnel get fixed first
- One dashboard that marketing, sales, and finance agree on
Days 31 to 60
Move money to what works
- Budget shifts toward channels that win customers at the best cost
- Clear handoff rules between marketing, sales, and partners
- Follow-up programs for existing customers are running
- AI put to work where it saves the most time
Days 61 to 90
Build the rhythm
- A monthly review where the numbers decide the next move
- Reporting runs on its own, with AI handling the busywork
- We rescore all six parts so you can see what moved
The result: you know what’s working, you invest with confidence, and you can forecast what growth will deliver.
Frequently asked questions
How much of my team’s time does this take?
A few hours across the four weeks, mostly interviews and a findings review. I also need access to your CRM, analytics, and ad accounts.
Our data is a mess. Is that a problem?
No. Messy or missing data is normal. Customer and sales interviews fill the gaps.
Do I have to commit to the 90-day build?
No. The diagnostic stands on its own. You decide on the build after you’ve seen the findings.
Why not just hire a VP of Marketing?
You may need one. But a VP-level search often takes three to four months, and the diagnostic can start this month. It’ll also tell you what kind of leader the role really needs.
Does this work for B2C, or for companies that sell through partners?
Yes. I built Alarm.com’s consumer marketing through a national dealer network. The six parts apply whether you sell to businesses, consumers, or both.
Can I share the findings with my board or investors?
Yes. The report is built for that.
What happens after 90 days?
We rescore all six parts so you can see what moved. Then you decide what’s next.
What does it cost?
The diagnostic is a fixed fee, scoped on our first call.
Where is your growth breaking today?
Book a 30-minute growth review. You’ll get the first place I’d look, plus a snapshot of how AI search describes your company.