I’ll review your current growth model, reporting, budget behavior, and marketing operations, then deliver recommendations and next steps.

It’s a structured assessment designed to evaluate how your organization approaches growth, testing, and marketing investment risk.

Most assessments take 1–3 weeks depending on reporting access, stakeholder availability, and program complexity.

I’ll typically need access to advertising platforms, reporting systems, CRM tools, analytics, vendor data, and current marketing performance information.

The audit is designed to uncover key information that is necessary for a sound growth marketing strategy and may be adjusted depending on business goals, priorities, and operational complexity.

I typically work alongside internal teams, leadership, and existing agency partners.

I can continue supporting execution, reporting structure, testing programs, and operational planning, as agreed upon in our scope of work document.

Usually stalled growth, weak testing structure, operational inefficiencies, reporting gaps, or over-reliance on aging channels.

I look at growth more holistically across acquisition, lifecycle marketing, operations, reporting, and investment behavior.

One of the main goals of our engagement will be identifying where growth constraints exist and what changes will create the biggest impact.

Yes. I have extensive experience with attribution, funnel reporting, CRM visibility, and executive reporting structures.

I am flexible, typically I will work within your CRM, analytics, reporting, and project management systems. I can also provide structure for our work together as needed.

I work with businesses in growth mode, especially companies navigating expansion, funding, acquisitions, or operational transformations. I've spent the most time in health-tech, ed-tech, SaaS, and education.

Clear growth priorities, operationalized experimentation, and better alignment between marketing investment and business goals. With execution, you can expect to get closer to your revenue targets.