Fixed scope · two weeks · €2,900
The MarTech & Ops Diagnostic.
A two-week, fixed-scope audit of your stack, data flows, lifecycle architecture, and operational ownership — done personally, not handed to a junior with a checklist. You leave with an executive map of what is leaking and what it costs, and a 90-day operating plan — useful even if we never work together again.
€2,900, one-time — credited in full against month one of any retainer. If the Diagnostic leads to ongoing work, the audit was free.
No invoice before the scoping call. If a Diagnostic won’t answer your question, you’ll hear that instead.
Not sure yet? Start with the €600 async Teardown — credited if you upgrade.
The deliverable
Six artifacts. No slide circus.
It is a document your CFO can read — every claim anchored to something in your own stack.
01
Executive summary
What’s leaking, what it costs, and the order to fix it. 2–3 pages, written for the person who signs things.
02
Stack & data-flow map
Every tool and every handoff, drawn. Usually the first time anyone has seen the whole system on one page.
03
Lifecycle architecture audit
Journey-by-journey gap table: what exists, what fires, what quietly died, and what should exist but doesn’t.
04
Quick wins
What to kill, fix, or ship in week one — usually including one tool you can stop paying for immediately.
05
The 90-day operating plan
Sequenced, with owners and KPIs. The same plan I would execute on retainer — yours to run with anyone.
06
Tooling & budget recommendation
What to keep, what to renegotiate, what to stop paying for — with the numbers next to each call.
Artifact 03, in the open
What the gap table actually looks like.
Every order moves through more states than the CRM knows about. The audit draws all of them, then marks which ones anyone actually talks to — and that gap is usually where the revenue is sitting.
FIG. 01 · Order states vs. states the CRM speaks to
01
Placed
confirmation
02
Payment pending
nobody watches
03
Shipped
tracking sent
04
Handover gap
carrier has it
05
Delivered
the moment to ask
Amber = a state the programme actually addresses. Grey = a state the customer lives through alone. On most stacks the grey outnumbers the amber two to one, and every grey box is a decision made without you.
How the two weeks run
Scoping call to executive readout.
Scope & access.
A 20-minute scoping call confirms the question the Diagnostic must answer. Same day: invoice, NDA if needed, and a least-privilege access list your team sets up in under an hour.
Read everything.
Stack, data flows, the last 90 days of sends, and 2–3 short interviews with the people who touch CRM. Quick wins land as they’re found — usually one by day 7.
Write & hand over.
I write the six artifacts, then walk them through on a 60-minute executive readout. Every finding comes with where it lives in your stack and what it costs you.
Your team’s time cost: one access-setup hour, 2–3 interviews at 30 minutes each, one 60-minute readout. That’s all the Diagnostic takes from them.
Before you book
What it is not.
- Not audit theater. No 60-page PDF that restates your org chart. Six artifacts, each one usable on its own.
- Not a sales document in disguise. The 90-day plan is written so any senior operator can execute it — me, your team, or someone else entirely.
- Not a replacement for a hire. If what you actually need is a CRM Manager or an agency, the readout says so, with names if I have them.
Diagnostic Notes — the publishing clause
Each Diagnostic may produce a one-page anonymized excerpt of the findings map, published as a public Diagnostic Note. Anonymization is strict — industry and stack only, never names or numbers that could identify you. You can veto it any time before publication. No questions, no price change.
The money questions
Asked before every audit, answered now.
What does a CRM / MarTech audit cost?
Agency CRM and MarTech audits in Europe typically run €5,000–25,000 and take four to eight weeks, often performed by whoever the agency has free. This one is fixed at €2,900, takes two weeks, is done by me — an independent CRM consultant who has owned these systems at Uber scale, not an agency bench — and is credited in full against month one if it leads to a retainer.
Not sure the platform itself is worth keeping? Start with the framework: how to choose a CRM / lifecycle platform →
Fractional lead vs agency vs full-time hire — which one do I need?
An agency rotates juniors through your stack and bills hours. A full-time senior hire in Western Europe runs €90–120K+ a year and takes months to find. A fractional lead gives you the senior judgment without the payroll line — but it only makes sense if CRM is already tied to revenue. If you just need campaign production, hire a CRM Manager and don’t look back. The Diagnostic tells you which case you’re in.
What if a Diagnostic won’t answer my question?
Then you’ll hear it on the 20-minute scoping call, before any invoice. Some problems need a hire, an agency, or one engineer-week — not an audit. Pointing that out costs nothing and is the fastest way to earn the right to work together later.
What if you find nothing worth fixing?
Then you get that in writing, with the two or three risks I’d still watch. “Stop worrying about CRM” is also worth knowing. You’d be buying certainty, not repairs.