The audit that shows where revenue leaks, and the plan to fix it.
Flat revenue, budget spent as you go, vendors that never talk to each other: before prescribing anything, we put your marketing and your operations under the microscope. You walk away with a clear diagnosis, a framed budget and a forecast toward your targets.
A budget set without an audit is a gamble.
Most SMBs spend on marketing without knowing what each dollar brings back, or where their operations hold growth back. We audit both sides: what brings customers in, and what serves them afterward. That diagnosis is what turns a budget into a plan.
- 10 days
- 8-12%
- 12 months
This service is for you if:
Your revenue is flat or declining
You see the result, not the cause. The audit works back up the chain: acquisition, conversion, offer, processes, vendors, and isolates the real leaks before a dollar of budget is committed.
You spend without a framed budget
A website here, some ads there, vendors who never talk to each other: nobody manages the whole. We reset the picture and frame a budget as a percentage of your revenue, allocated line by line.
You want structure before you invest
You have the means to accelerate and no desire to waste it. The audit lays the foundations: quantified targets, a forecast, priorities, and the roadmap for setup and ongoing steering.
A diagnosis that is quantified and prioritized.
Not an 80-page report that dies in a drawer: every finding is quantified, prioritized and tied to an action. All of it is usable by your team, with or without us afterward.
Marketing audit
Acquisition (ads, SEO, social), conversion (website, landing pages, paths), brand and messaging, tracking and data. Every channel gets a grade: what pays, what costs, what is missing.
Operations audit
Internal processes, tools, how information moves between departments, how inbound requests are handled. We find the friction that loses customers after marketing has brought them in.
Vendor & cost mapping
Who does what, for how much, with what measurable result. Agencies, freelancers, tools, subscriptions: the consolidated view nobody had, and the duplicates it reveals.
A framed marketing budget
A reasoned envelope as a percentage of your revenue (8 to 12% depending on sector and ambition), allocated line by line: acquisition, content, website, tools, steering.
A forecast toward your targets
What the budget should produce, quarter by quarter: leads, customers, revenue. Assumptions stated, milestones measurable, a course shared with your team.
A prioritized action plan
The quick wins to launch now, the structural projects, the order and the owners. The roadmap that then feeds setup and ongoing steering.
Four steps, no blind spots.
The same run of play on every audit: collect the facts, diagnose both sides of the business, put numbers on the plan, then debrief and move into action.
Immersion & collection
Interviews with leadership and teams, access to the accounts (ads, analytics, CRM), a close read of the numbers and current processes. We also listen to your vendors: their view is part of the diagnosis.
Double audit
A marketing audit (acquisition, conversion, brand, data) and an operations audit (processes, tools, friction between departments and vendors), run in parallel. Every finding is quantified.
Budget & forecast
The budget framed as a percentage of your revenue, allocated line by line, plus a 12-month forecast toward your targets: leads, customers, revenue. Assumptions on the table, nothing magic.
Debrief & handoff
A working session to present the findings, the prioritized plan and the quick wins. You execute with your team, or we move together into setup and steering: that is our fractional growth & operations leadership.
Marketing brings customers in; operations keep them. An audit that looks at only one side misses half the leaks. That is why we always audit both before framing a single dollar of budget.
What actually changes in practice.
Median figures from our 2024-2025 audits. They vary with your starting point, your industry and the execution that follows the debrief.
- 31checkpoints reviewedmarketing and operations
- 5quick wins identified at the medianactionable from the debrief
- 100%of budget lines tied to a targetno spend on gut feel
- 89 daysto stabilize the engineafter moving into steering
The disciplines behind our Growth & Operations Audit offer.
Each expertise goes deep on one specific lever of this offer, for businesses in Toronto and across the GTA.
Run the numbers before the audit
Estimate your target budget and growth maturity yourself: the audit starts from your numbers, so it pays to know them before we talk.
Marketing budget
How much to invest in marketing, and how to allocate it.
Use the tool AssessmentGrowth maturity
Where does your marketing stand? A score out of 100 in 3 minutes.
Take the assessment CalculatorCost of lost leads
How much your poorly followed-up leads cost you, every year.
Use the toolThe questions we hear most.
How long does the audit take?
Two to three weeks depending on company size and the number of active channels, debrief included. We request access (ads, analytics, CRM) on day one so no time is lost.
Why a budget between 8 and 12% of revenue?
That is the range an SMB that wants to grow should reason in, with the cross-industry average sitting around 8% (Gartner). The exact percentage depends on your sector, your margins and your ambition: that is precisely what the audit frames, along with the line-by-line allocation.
What does the operations audit actually cover?
Everything that happens after marketing brings in a potential customer: request handling, internal processes, tools, how information moves between departments, vendor coordination. A company can double its leads and gain nothing if operations leak: that is often where the fastest wins hide.
Are we locked into working with you after the audit?
No. The deliverables are designed to be usable by your team or your current vendors: quantified findings, an allocated budget, a prioritized plan. Many clients then choose our fractional growth & operations leadership for setup and steering, but that is a decision, not a condition.
We already work with an agency. Is that a problem?
The opposite: vendor mapping is part of the audit. We assess what each partner produces against what they cost, with no conflict of interest since we have nothing to sell at that stage. Sometimes we recommend keeping one vendor and changing another.
Another question?
Talk to an expert