Growth Readiness Audit

Is Your Marketing Program Driving the Growth You Need?

Many successful businesses hit growth plateaus despite having quality services and satisfied clients. The difference between those that break through and those that stagnate often comes down to having the right marketing and sales systems in place.

If you’re a financial or service business looking to acquire more clients, enter new markets, or boost profitability, you don’t need to reinvent everything. Often, strategic adjustments based on what top-performing firms do differently can unlock significant growth.

That’s where the Growth Readiness Audit comes in.

What Is the Growth Readiness Audit?

This comprehensive, independent review provides an objective evaluation of your current sales and marketing systems. I’ll identify what’s driving results, what’s holding you back, and deliver a prioritized action plan to accelerate growth.

You’ll receive:

A customized roadmap of strategies aligned with your specific goals

Performance benchmarks comparing your approach to industry leaders

Clear implementation priorities ranked by potential impact

30 days of follow-up support to ensure successful execution

Key Focus Areas

The audit systematically evaluates growth opportunities across these critical areas:

Client Growth & Retention

Client onboarding and relationship management

Cross-selling and account expansion strategies

Retention systems and renewal processes

Lead Generation & Conversion

Marketing strategy effectiveness

Lead qualification and nurturing systems

Sales process optimization and conversion rates

Strategic Planning & Systems

Annual business planning and goal setting

Client segmentation and targeting strategies

Sales management and accountability systems

What’s Included

Each Growth Readiness Audit is a structured, three-phase process:

Phase 1: Discovery & Analysis

Pre-audit assessment and data gathering

Review of current marketing materials and processes

Analysis of client acquisition and retention metrics

Phase 2: Collaborative Review

Facilitated discussion with your leadership team

Identification of strengths, gaps, and opportunities

Benchmarking against top-performing firms

Phase 3: Action Planning & Support

Comprehensive debrief with prioritized recommendations

Written action plan with implementation timeline

30 days of follow-up support for questions and guidance

Ready to Unlock Your Growth Potential?

The Growth Readiness Audit typically takes 2-3 weeks to complete and is designed for established financial and service businesses ready to take their growth to the next level.

Next step: Schedule a brief consultation call to discuss your specific situation and determine if the Growth Readiness Audit is right for your business.

 Learn how we can work together