Technical Audit

Confidence Starts with Clarity.

Our Technical Audit gives you peace of mind that your digital infrastructure is working as it should — with full visibility across platforms, tools, and tracking.

Behind Every Great Strategy Is a Solid Foundation.

Whether you're spending $3,000 or $300,000 on marketing, your tech stack should support — not sabotage — your efforts.

This audit is designed to ensure your systems are set up correctly, communicating clearly, and capturing the data you need to make smart decisions.

What We’ll Review

Once granted access, our team will conduct a deep technical assessment across your marketing and sales ecosystem. We’ll look at:

  • CRM Setup & Source of Truth
    Is your CRM accurately capturing leads, contacts, and deal stages? Can you track ROI back to specific campaigns or channels?
  • Attribution & Data Flow
    Are UTM parameters being stored and passed through consistently? Is lead source data tied to revenue outcomes?
  • Ad Platform Conversion Tracking
    We’ll validate that your Meta, Google, and other ad platforms are receiving accurate conversion signals for bidding and optimization.
  • Google Analytics Configuration
    From GA4 event tracking to goal setup and UTM integrity — we make sure your analytics tools reflect real business activity.
  • Website & Form Integrations
    Are form submissions flowing correctly into your CRM or email tool? Are cookies being captured for remarketing?
  • Stack Mapping & Communication
    We’ll map out how your tools interact — identifying any disconnects or redundancies that could impact performance.

Why It’s Valuable

This isn’t about finding what’s “broken.”
It’s about giving you certainty.

Whether you're about to scale spend, report results to stakeholders, or just want confidence that your data is trustworthy — our audit ensures your digital foundation is built to support growth.

What You’ll Walk Away With

  • A clear, visual map of your current tech stack
  • A summary of key findings, areas of alignment, and opportunities for improvement
  • Expert recommendations tailored to your tools and goals

Ready to Confirm You’re Set Up for Success?

Request a Technical Audit and gain clarity, confidence, and peace of mind — knowing your systems are built to support smarter strategy and stronger performance.

Frequently Asked

Do you need access to my platforms?
Yes — we’ll request access to your CRM, ad accounts, analytics, and relevant integrations to complete a full audit.

What’s the difference between this and the Baseline Strategy Audit?
The Baseline Audit gives you a customer-facing view of your strategy — no access needed. The Technical Audit looks inside your systems to ensure the mechanics are supporting your marketing and sales goals.

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