AI Marketing Audit: Know Exactly What to Do Next
A focused, 1-week engagement that maps your funnel, data, and stack—then delivers a prioritized 90-day AI roadmap your team can actually execute.
Most B2B teams have AI budget but lack a clear roadmap. This 1-week audit fills that gap—mapping your funnel, identifying the highest-impact AI plays, and delivering a prioritized 90-day plan your team can execute immediately. No fluff. No 100-page strategy deck. Just clarity.
What's Included
Funnel & Data Audit
We map your current customer journey, data sources, and tracking gaps. Identify where AI can reduce friction or improve conversion.
Opportunity Scan
5–10 potential AI plays across acquisition, conversion, retention. Scored by impact, effort, and risk.
90-Day Roadmap
Prioritized plan with owners, milestones, resources. Governance framework so you move safely, not just fast.
This Audit Is Right For You If...
You're a B2B SaaS, agency, or professional services firm (10–50 people)
You have executive support for AI but lack a clear roadmap
Your data is reasonably clean (or you're willing to clean it)
You want governance built in, not retrofitted later
You're based in Canada or serve Canadian customers (PIPEDA compliance matters)
How It Works: 5 Days to Clarity
Discover Your Starting Point
- •Discovery call (60 min) to align on goals and constraints
- •Full stack audit: where does customer data live? (Salesforce, HubSpot, email, spreadsheets, etc.)
- •Data quality assessment: can we track a lead from first touch to close?
- •Document current AI initiatives (if any) and what's working/failing
Deliverable:
Discovery summary + pre-audit questionnaire responses
Analyze & Score Opportunities
- •Deep-dive analysis of your funnel, conversion points, and cost drivers
- •Identify 5–10 potential AI applications: lead qualification & routing, intent scoring, email personalization, creative testing, customer retention
- •Score each opportunity by: Impact (revenue/efficiency), Effort (resources needed), Risk (compliance, data)
- •Prioritize top 3 high-impact, low-effort plays
Deliverable:
Opportunity scorecard (spreadsheet) + narrative analysis
Deliver Your Roadmap
- •60-minute strategy session to review findings and roadmap
- •Prioritized 90-day execution plan: Quarter 1 initiatives (3 AI plays ranked by priority)
- •Resource requirements (team, budget, tools)
- •Success metrics & KPIs for each play
- •Governance framework: decision rights, kill switches, audit trails, PIPEDA compliance
- •Risks & mitigation strategies
Deliverable:
15–20 page PDF roadmap + 60-minute live Q&A session
After Your Audit
Once you have your roadmap, you have three options:
1. Execute Yourself
You take the roadmap and run it with your existing team. You own the execution. (We're happy to answer questions via email if you get stuck.)
2. Hire Us to Execute
A Fractional AI Director joins your team 4–8 hours per week to own execution, oversee pilots, and report to your CMO/CEO. Learn more
3. Hybrid Approach
We execute the first pilot together, train your team, then hand it off for subsequent initiatives.
The key point: You own the roadmap. You decide how fast to move. No pressure to hire us after—the audit stands alone.
Investment
Includes: Full audit, prioritized roadmap, governance framework, 90-day execution plan
Delivered as: PDF report + 60-minute strategy session
Peace of Mind
Confidential & Secure
All data shared stays with you. We sign an NDA, delete your stack analysis after delivery, and store nothing in the cloud.
100% Actionable
Your roadmap isn't theoretical—it's based on your actual funnel, data, and team capacity. You can start executing immediately.
Benchmarked Outcomes
Most teams see 20–30% CAC reduction and 2–3 month payback on the audit investment if they execute the top 3 plays.
Ready to Get Clarity?
Takes 5 minutes to book. We'll confirm timing and send a pre-audit questionnaire.
Frequently Asked Questions
How long does it take?
1 week from kickoff to delivery
Do I need clean data first?
We'll help you assess that in the discovery call
Is this just for programmatic ads?
No—we look at your entire marketing funnel
What if I'm not ready to execute right away?
The roadmap is yours to implement when ready