Home/Marketing & Systems Audit

Know what to fix before spending more.

We review how customers find your business and what happens when they make contact. Over two weeks, we examine your marketing, inquiry handling, and follow-up, then give you a prioritized plan. You can use the findings with Bennu or another provider.

$1,950 flat · two weeks · 50% credits toward work within 60 days
No surprise line items Readout call included Usable with any vendor
who books this

When you need a closer look.

Situation 01

Money goes out. Leads trickle in.

You’re unsure which channels bring in inquiries.
Situation 02

You've been burned by a vendor before.

So the next dollar needs evidence first. Fair.
Situation 03

A referral said “talk to Bennu.”

But you're not sure what you actually need. This answers that.

Start by mapping how an inquiry moves through the business.

what it covers

What the audit covers.

  • Review of how the business explains its offer and supports its claims.
  • Review of website pages, navigation, and visitor actions where data is available.
  • Review of visibility on Google and discoverability through AI assistants.
  • A walkthrough of inquiry channels, CRM stages, and follow-up responsibilities.
  • Review of customer feedback and public business information.
  • Assessment of 3–5 possible AI uses, their estimated cost, potential benefit, and limitations.
  • A diagram showing the current inquiry and follow-up process.
  • A 12–18 page report you can use with Bennu or another provider.
  • The current-state lead-flow map, on one page.
  • A prioritized 90-day plan with estimated effort for each recommendation.
  • A 60-minute call to review the findings and your questions.
  • A fixed fee of $1,950 for the two-week audit.
  • Hire us within 60 days and half the fee comes off the bill.
  • The report and recommendations are yours to use with any provider.
  • Monthly partnership pricing is not discounted; the audit credit is a separate offer.
Start with the audit
two weeks, mapped

What the two weeks look like.

Your part is about 90 minutes of interviews plus access: analytics, Google Business Profile, and a sample of recent inquiries and quotes. We do the digging.
Book the fit call
01
before we start

A 15-minute fit call

We discuss the problem and confirm whether the audit is appropriate before you pay. The fit call is free.

02
week one

Access and interviews

We review your site, available analytics, reviews, and a sample of inquiries and quotes. About 90 minutes of interviews help us understand how your team handles that work.

03
week two

The map and the scoring

We map the inquiry process and rank recommendations by estimated effort and potential benefit. We also assess possible AI uses and explain which need more preparation.

04
the readout

Review the findings together

We spend an hour reviewing the findings, the main priorities, and what each recommendation would involve. There’s time for your questions.

What you receive

What you receive.

You receive a report, a diagram of your inquiry process, and a proposed plan for the next 90 days.

01 / Findings

What needs attention

A written assessment of the message, website, inquiry paths, follow-up, and supporting tools, tied to the evidence available.

02 / The map

How an inquiry moves

A view of the customer’s route through the business, including the people, decisions, and handoffs involved.

03 / The roadmap

What to do first

A proposed 90-day sequence, with dependencies and scope for the next phase. Implementation is a separate engagement.

For an example of our documented process work, explore the Elite Scales engagement.

See the service workflow →
straight answers

Questions clients ask

What access do you need?

We ask for read access to analytics and Google Business Profile, a view of your CRM or lead records, and recent inquiry and quote examples. We can still review the business if some records or tools are missing.

How much of my team's time does it take?

Allow about 90 minutes for interviews over the two weeks, usually with the owner and staff who handle inquiries. The final review call takes another hour.

What if marketing is not the main problem?

We include operational issues that affect marketing and follow-up. The recommendations may involve fixing an existing process before spending on more marketing.

How do I buy it?

Request the free 15-minute fit call. If we agree to proceed, we send an invoice and arrange the start date.

Is this just a sales document for your services?

The report explains the findings and recommended work so you can choose who implements it. You keep it whether or not you hire Bennu afterward. The 50% credit is available if you do.

the next step

Book your audit fit call.

Request a free 15-minute call to discuss whether the audit would be useful for your business.

Prefer the phone? 832.303.5198