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Sales, marketing and funnel audit

We review the journey from first touch to repeat purchase: offer, channels, website, CRM, sales team and economics. We pinpoint where leads and revenue are being lost.

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FIND THE LEAKS

Sales, marketing and funnel audit

  • Funnel
  • CRM and analytics
  • Unit economics
  • Customer journey
01

Business outcomes

02

How we work

  1. 01

    Collect data and define the business objective

  2. 02

    Walk through the funnel as both customer and team

  3. 03

    Reconcile advertising, CRM and payment data

  4. 04

    Deliver the leak map and first-action plan

03

Common questions

Can we order the audit without implementation?

Yes. You receive a standalone document with findings, priorities and actions. Your team can implement it, or DAX can continue with you.

What access will you need?

Usually anonymised CRM and analytics exports, advertising data, current scripts and interviews are enough. We agree the exact list before starting.

How long does the audit take?

A basic review takes several business days. Timing depends on the number of channels, products and data quality.

Let’s discuss your task without a one-size-fits-all price list.

Show us the product, funnel or numbers. We will identify what is actually needed and where to start.

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