Fig River

Sales and marketing assessment

Find out what's working, what's wasting money, and what to fix first.

Before you spend another dollar on ads or software, get a clear look at where your leads come from, what happens to them, and where the money leaks out.

Book the assessment $2,500 flat · credited toward a build if you start within 30 days

What I look at

  • Where leads come from. Every source, what it costs, and how many turn into paying customers.
  • Follow-up. How fast leads get a reply, how many times they're contacted, and how many slip through the cracks.
  • Sales calls. I listen to recorded calls and read the messages going out.
  • Your CRM and tools. Whether they're set up right and whether your team actually uses them.
  • Your reports. Whether they show money in the bank or just clicks and activity.
  • Marketing spend. What each agency, ad platform or channel is really bringing back.

What you get

  • A written plan: what to keep, what to fix, and what to build first, in order
  • Your real numbers by lead source, as far as your current data allows
  • The follow-up gaps, with the leads and calls that show them
  • A walkthrough call to go over it together

How it runs

  1. Kickoff call to learn your business and goals
  2. You give me view access to your CRM, ad accounts and call recordings
  3. I review everything and write the plan
  4. We go over it on a call

Questions

What if I don't have a CRM or any tracking?

That's common. I work from what you have (spreadsheets, inboxes, ad accounts) and the plan starts with getting tracking in place.

What happens after the assessment?

The plan is yours to run however you like. If you want me to build it, the $2,500 counts toward the first month when you start within 30 days.

Is it worth it if I already have a marketing agency?

Yes. It shows you what the agency's leads turn into, so you can see what you're really getting for the money.

Ready to see where the money goes?

Book a 30-minute intro call