In about four weeks, you see where your pipeline leaks, which gaps cost the most, and what to fix first, with a roadmap your team can act on.
Book a Strategy CallA free, 20-minute conversation to see if the audit is the right first step.
A funnel audit and roadmap is a structured review of how your leads move from first touch to closed opportunity, paired with a prioritized plan to fix what's holding pipeline back.
Your team does not have a skill problem. It has a capacity problem. Without a baseline, every fix is a guess, and the costliest leak can stay hidden. A marketing funnel audit for SaaS teams gives you that baseline, and the roadmap tells you what to do first.
We look at your funnel the way a new marketing leader would on day one, and we examine the whole handoff together instead of in silos.
We check that GA4, your CRM, and your ad platforms agree, so the numbers you report to leadership hold up.
We measure conversion and days in stage from traffic to closed-won, including MQL to SQL conversion, so you see which stage costs the most pipeline.
We look at how fast leads get a first response, and how marketing and sales define and route MQLs and SQLs today.
We trace spend to cost per sales-qualified opportunity by channel, so you see which campaigns spend without producing pipeline.
We review your recorded sales calls to validate your ICP and find the pain points and messages that buyers respond to.
We log how your team spends its time to find the repeatable work that AI can take off its plate.
Six deliverables, presented together at your readout. Quick fixes happen during the audit, so you do not wait for the roadmap to see progress.
About four weeks from kickoff. Each step depends on inputs from your team, so we tell you in writing if the timeline shifts.
In a free 20-minute call, we talk through your team, your pipeline, and your goals, and see whether the audit fits.
Within ten business days, we hold a follow-up call to present the full audit scope, the deliverables, and the agreement.
Once you sign, your marketing and sales leads receive a workshop document to complete, and your team gives us read access to your tools.
We audit your tracking, funnel, spend, calls, and team capacity, rank every gap, and make the quick fixes.
Marketing and sales meet in one working session to review the answers and agree on shared lead definitions.
We present the findings and the roadmap to your stakeholders.
Your team can run the roadmap without us. Every finding and next step is documented, so nothing depends on us. If you'd rather have a fractional CMO run it alongside you, the audit fee is credited toward your engagement when you sign a fractional agreement within 30 days of receiving your results.
Tyler Heaps has spent more than 15 years in B2B marketing, leading demand generation for more than ten SaaS brands. When you work with Heaps Consulting, you work directly with him, from the first call to the readout.
About Heaps Consulting →You get a diagnosis of where your funnel loses leads, a ranked list of what to fix first, a validated ICP and messaging, a shared marketing and sales agreement, priorities for AI workflows, and a roadmap. The exact scope is built around your business and confirmed in your proposal. We present everything together at your readout and make any quick fixes during the audit.
About four weeks from kickoff. The timeline depends on inputs from your team, such as access, answers, and recordings. If any of them arrive late, we tell you in writing how the dates move.
Read access to your GA4, CRM, ad accounts, and email platform, a recent export of your leads and opportunities, recorded sales calls, and a few days of time logging from your marketing team. We confirm the full list at kickoff.
Book a free 20-minute strategy call. We'll talk through your team and goals and see whether the audit fits. If it does, we hold a follow-up call within ten business days to present the full scope and the agreement.
The audit is a fixed-scope diagnostic and plan. A fractional CMO engagement is ongoing leadership and hands-on work that puts the plan to use. If you sign a fractional agreement within 30 days of receiving your results, the audit fee is credited toward your engagement.
Many lean teams start with a CRM that has under six months of history or an unreliable lead source field. The deliverables stay the same. We build the baseline from what exists, label it directional, and add a cleanup plan so the next baseline is stronger.
The readout ends with a decision. You can run the roadmap with your own team, or continue with Heaps Consulting.
Book a free 20-minute strategy call. We'll talk through your team and goals and see whether the audit fits.
Book a Strategy CallWant ongoing leadership instead? Explore Fractional CMO →