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Icon GTM AUDIT

GTM Audit and Roadmap

Find out what to automate first. A fixed-fee GTM audit for SaaS teams: funnel, data, and outbound review plus a clear 30 to 60 day Clay and AI roadmap.

Free GTM Plan Book a Call

Built for seed to Series B SaaS teams. Delivered in 5 business days.

Funnel & Data Audit
Tool Stack Review
ICP & Segment Review
30-60 Day Roadmap

Sound Familiar?

Outbound is running, but replies and meetings are flat.
Your CRM is full of outdated or incomplete records.
You bought tools, but half of them are barely used.
Nobody owns the GTM stack, so everything is manual.
You know you need automation, but not where to start.

The audit gives you one prioritized plan instead of ten half-finished experiments.

What's Included

ICP and Segment Review

Tighten who you target and why, with scoring criteria you can automate.

Funnel and Data Audit

Where leads leak, which fields are broken, and how clean your CRM really is.

Tool Stack Review

What to keep, replace, or connect across your CRM, enrichment, and sending tools.

Outbound Check

Domain health, sequence quality, and personalization gaps.

Automation Map

Every workflow ranked by impact and effort so you know the first build.

30-60 Day Roadmap

A step-by-step plan with owners, tools, and expected outcomes.

From Kickoff to Roadmap in 5 Days

01

Kickoff Call (Day 1)

We align on goals, ICP, and current tools. You share read-only access or exports.

02

Analysis (Days 2-4)

We review your funnel, data, sequences, and stack, and map opportunities.

03

Roadmap Delivery (Day 5)

You get a written roadmap plus a recorded walkthrough and a live Q&A call.

Is This Right for You?

A Good Fit If...

  • You run a SaaS or B2B service business with active outbound.
  • You have a CRM and at least one outreach tool in place.
  • You want a plan before spending on build work.

Not a Fit If...

  • You have no ICP or product yet.
  • You only want a done-for-you campaign with no strategy step.

Simple, Fixed-Fee Pricing

Starting at $1,500

A one-time fee. If you move forward with a build sprint, the audit fee is credited toward it.

Included: Written roadmap, recorded walkthrough, one live review call, and 7 days of follow-up questions.

* Tool and data costs (e.g., Clay credits) are paid directly by you.

Book a Free Audit Call

Frequently Asked Questions

How long does the audit take?

Five business days from kickoff, once we have your access or exports.

What access do you need?

Read-only access to your CRM and sending tools, or CSV exports if you prefer. We never need admin rights.

Is my data safe?

We use read-only access, work only on what is needed for the audit, and can sign an NDA on request.

Do I have to buy a build sprint afterward?

No. The roadmap is yours to use with any team.

Do you work with companies outside SaaS?

Yes, if there is a B2B sales motion and a CRM. SaaS is the main focus.

Who pays for Clay and data credits?

You do, directly. This keeps costs transparent.