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Marketing Diagnostic & Priorities

Find out what to fix first before you spend more on marketing

AI has made marketing cheaper to produce. It hasn't made it any easier to know what's worth doing. The Marketing Diagnostic looks at your marketing as it actually runs, hears from your team, and tells you what to fix first, what to stop paying for and where the money should go.

Without clear priorities, every marketing pound is a guess

When nobody knows what to fix first, the money goes to whatever feels most urgent. Here's what that usually costs.

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Money spent on the wrong problem

More content, a new website or another agency, when the real issue was somewhere else.

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Paying for work you could own

Retainers keep renewing for work your own team could now do with AI.

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A team pulling in different directions

Sales, marketing and leadership each fix their own theory, and nothing improves.

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What's covered

Ten areas, from your message to your budget

Each area is checked against evidence: your systems, your numbers, your team and your buyers.

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Position and message

What you say you do, whether buyers can tell, and whether your website and your sales conversations agree.

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Brand voice

Whether you have one, whether your team could use it, and whether your content sounds like you.

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Website and content

What your buyers actually ask, set against what your content answers, including whether your case studies prove anything.

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Buyer-facing tools

Whether you have any, and which one would help buyers qualify themselves fastest.

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Email and nurture

What runs, what converts, and what gets sent to nobody.

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HubSpot or your CRM

Whether people trust the data, what you pay for versus what you use, and whether to configure or rebuild.

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AI trust signals

How AI assistants describe you today, and the signals they rely on, such as reviews, directories and consistent details.

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Suppliers and spend

Every retainer and contractor, what each costs and delivers, and which work your team could now do.

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Budget

What you have, what it buys at today's rates, and three ways to spend it.

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Team and ownership

Who could own marketing internally, what they'd need, and whether to hire before or after the system is in place.

Your team, heard

The people closest to your customers usually know what's broken

Where it helps, I interview members of your team one at a time, for 25–40 minutes each. Everyone gets the same four questions, plus anything their role brings up.

You see the themes, not who said what, so people speak freely. Patterns across the conversations become evidence that an outside review on its own can't give you.

What you'll receive

A document you can quickly read and act on without me

You receive it before we meet, in your own workspace. Then we go through it together in a two-hour walkthrough with your leadership team.

The one-page summary

What to fix first, what to stop paying for and where the money goes, on one page you can forward to anyone.

What your team said

The themes from the interviews, anonymised, so you hear what's really happening without knowing who said what.

What's working and what's fragile

What to keep doing, what's likely to break, and what it will cost you if it's left alone.

What your buyers ask

The questions your content already answers, the ones it misses, and the topics to write next, in priority order.

Supplier and spend review

What each retainer and contractor actually delivers for the money, and whether to keep, renegotiate or end it.

Budget options

Three ways to spend what you have, from changing nothing to building the function properly, each with a cost.

CRM infrastructure

Whether your CRM needs configuring or rebuilding, what each option involves, and roughly what it would cost.

Your next 90 days

The priorities in order, with who should do each one: your team, a supplier or me.

Who this is for

Is the Marketing Diagnostic right for you?

It works best when there's enough marketing happening to look at, and a decision that needs making.

It's a good fit when:

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You run a founder-led B2B business. You're at roughly £1m–£20m, with sales coming in but marketing that lacks focus.

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Your results are up and down. You can't tell what's working, or why.

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Budget matters. You want to know where limited money should go before you spend more of it.

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You're not ready for a retainer. You want clear priorities before you commit to anything longer.

Another option may suit you better when:

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There's nothing to diagnose yet. You're pre-launch or still finding out whether people will buy.

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You want a full marketing strategy. The diagnostic sets priorities. The detailed plan comes after.

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You're looking for reassurance. If your agency is the problem, the document will say so.

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You can't give access. Without your systems and your team, there isn't enough to go on.

How it works

Three steps from first call to clear priorities

No long onboarding and no lengthy proposal. You give me access, I do the digging, and we go through what I find together.

Pricing

Know where your money should go before you spend it

The Marketing Diagnostic & Priorities is a one-time, fixed fee of £1,500 ($2,000).

That includes access to your systems, a leadership session, interviews with your team, research into what your buyers ask, the Diagnostic & Priorities document and a two-hour walkthrough with your leadership team.

There are two ways to start. Book a free 30-minute call and I'll confirm whether it's the right fit, or skip the queue and reserve your place now with a £500 deposit. The deposit counts towards the fee, and you get it back if our first call shows it isn't a fit.

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Investment

£1,500 ($2,000) one-time

Turnaround

2-4 weeks

Your time

About 4 hours

Deliverable

Priorities for your next 90 days

Money-back guarantee

If it doesn't tell you what to fix first, you don't pay

After the walkthrough, if you feel the diagnostic hasn't told you what to fix first, say so. Your deposit is refunded and the balance is never invoiced.

And if you go ahead with a Fractional Marketing Director engagement or a HubSpot project within 90 days, the full fee is credited against your first invoice.

Testimonials

Your options

How the diagnostic compares with other ways to find out what's wrong

Most audits are built to sell you the next thing, whether that's a retainer, a tool or a bigger project. The Marketing Diagnostic is paid for up front and stands on its own, so it can tell you what to fix, what to stop and when you don't need outside help at all.

A free audit from an agency

Free audits exist to sell a retainer, so they tend to find the problems a retainer fixes. They rarely question the agency's own work.

This one is paid and independent, so it can tell you to stop paying for something, including me.

An automated report or scorecard

Tools score what they can see from the outside.

They can't hear your team, read your supplier contracts or see your budget, and they end in a score, not a decision.

A marketing strategy project

A strategy takes longer and produces a plan. The diagnostic takes 2–4 weeks and produces priorities.

If you need a plan after that, it's built on the diagnostic instead of starting again.

Hiring a marketing manager to work it out

A hire takes months to find and settle in, and inherits the problems without the authority to end a supplier contract.

With the diagnostic done first, they start with clear priorities.

After the walkthrough

The findings are yours, and what happens next is up to you

Run the 90 days yourselves, hand parts to a supplier, or work with me. If you choose me within 90 days, the fee is credited.

Either way, I'll check in after 60 days to ask how it's going. One message, not a sales sequence.

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Questions about the Marketing Diagnostic

What is a Marketing Diagnostic?

It's a fixed-fee review of your marketing as it actually runs, which ends with a short written document and a live walkthrough. It tells you what to fix first, what to stop paying for and where your money should go.

What does the Marketing Diagnostic look at?

Ten areas: position and message, brand voice, website and content, buyer-facing tools, email and nurture, your CRM, AI trust signals, suppliers and spend, budget, and team and ownership. Each one is checked against evidence from your systems, your numbers, your team and your buyers.

Who carries out the diagnostic?

I do, personally. I'm a fractional marketing director, HubSpot Gold Partner and certified Endless Customers coach, and no part of the diagnostic is handed to a junior or an assistant.

How is a marketing diagnostic different from a marketing audit?

An audit usually scores what it finds and leaves you to decide what to do. The diagnostic ends in a decision: no more than three priorities, in order, with who should own each one.

Does it look at our sales process as well as our marketing?

Yes. I check whether your website and your sales conversations say the same thing, how leads move through your CRM, and what your salespeople hear from customers. Sales and marketing problems usually turn out to be the same problem.

Do you look at our current suppliers and what they cost?

Yes. Every retainer and contractor is reviewed: what it costs, what it delivers, and which of that work your own team could now do with AI. This is the part that answers "should we still be paying for this?"

Does it cover how AI assistants describe our business?

Yes. I check how tools like ChatGPT currently describe you, and the signals they rely on, such as reviews, directory listings and consistent business details. The diagnostic tells you where the gaps are. Fixing them is separate work.

Can the diagnostic tell us we don't need outside help?

Yes, and sometimes it does. If the honest answer is that your team can handle the next 90 days without me, the document says so on the first page.

Do you use AI to carry out the diagnostic?

AI helps with research and with organising notes, so my time goes on judgement rather than admin. Every finding and every recommendation is mine, and the interviews are always done by me, in person or on a call.

Does the diagnostic only work if we use HubSpot?

No. I review whichever CRM you use, or the spreadsheet you use instead. If HubSpot would suit you better, the document says so and explains why.

How much does the Marketing Diagnostic cost?

£1,500 ($2,000), fixed. That covers everything from the first access checklist to the two-hour walkthrough and a check-in 60 days later.

Why do you charge for it?

A free audit is a sales tool, so it tends to find what the seller fixes. Charging a fixed fee means I can tell you to stop paying for something, or that you don't need me yet, without it costing me the sale. It also means you get a finished piece of work, not a pitch.

What's included in the price?

An access review and one-page questionnaire, a 50-minute leadership session, team interviews where they help, research into what your buyers ask, the ten-area review, the Diagnostic & Priorities document, a two-hour walkthrough and a check-in 60 days later.

Does the price change with the size of our business?

No. The fee is the same whatever your revenue, however many systems you use and however many people I interview.

What's the deposit for?

It reserves one of a limited number of diagnostic slots each month. It counts towards the £1,500, and you get it back if our first call shows the diagnostic isn't a fit.

When do we pay?

If you reserve a place, you pay the deposit when you book. The rest is invoiced after the walkthrough, on 30-day terms, so you've seen the findings before the balance is due.

Is the fee credited if we work with you afterwards?

Yes. If you start a Fractional Marketing Director engagement or a HubSpot Strategy & Implementation project within 90 days, the full £1,500 comes off your first invoice.

What happens if the diagnostic doesn't tell us what to fix first?

You don't pay for it. Tell me after the walkthrough, your deposit is refunded and the balance is never invoiced.

What isn't included in the diagnostic?

Fixing what we find. That's for your team, a supplier, or me under a separate agreement, and the document says which is the best fit for each priority.

Can we pay in US dollars?

The diagnostic costs $2,000 for clients who prefer to pay in US dollars, on the same terms as the sterling price.

How long does the Marketing Diagnostic take?

Usually two weeks from the day I have access. It can take up to four weeks when there are more team members to interview.

How do we get started?

Either book a free 30-minute call so I can confirm the diagnostic is the right fit, or reserve your place straight away with a deposit. If you reserve first, the call still happens, and the deposit is refunded if it isn't a fit.

What access do you need?

Your website, analytics, Search Console, HubSpot or other CRM, email platform, and any ad accounts, review sites or Google Business Profile. I'll also ask for your supplier contracts or scopes if you have them. I send a one-page checklist, and most clients finish it in under an hour.

How much of our time will it take?

About four hours from the founder or MD in total: setup, a 50-minute leadership session and a two-hour walkthrough. Anyone I interview gives 25–40 minutes. Everything else is me working with the access you've given.

Who do you interview, and what do you ask?

Usually the people closest to sales, delivery and marketing. You choose who. Everyone gets the same four questions: what's working, what isn't, what customers ask that you don't answer, and what they'd fix first. You see the themes, never who said what.

Do we have to include team interviews?

No. Interviews are included where they help, and most businesses find they're the most useful part. If your team is very small, or the founder is the only person close to customers, the diagnostic can run without them.

Will our team's answers stay confidential?

Yes. Interview notes are never shared word for word. The document reports the themes only, so nobody can tell who said what. I'm also happy to sign an NDA before we start.

Is the diagnostic done remotely?

Yes, by default. The leadership session, interviews and walkthrough all run on video calls. The leadership session and walkthrough can be held in person if you'd prefer.

Can we see the work while it's in progress?

Only if required. The full, editable file will be yours to keep at the end of the process.

How do you find out what our buyers are asking?

I research reviews, online communities and forums where your buyers talk, along with your sales team's inbox and the team interviews. I then compare what buyers ask with what your website and content already answer.

What do we receive at the end of the diagnostic?

The Diagnostic & Priorities document, sent before we meet, and an 80-minute walkthrough with your leadership team. Both are yours to keep, whatever you decide next.

What's in the Diagnostic & Priorities document?

A one-page summary of the three answers, then what your team said, what's working and what's fragile, what your buyers ask, a supplier and spend review, three costed budget options, a HubSpot recommendation and your next 90 days. A full appendix holds the evidence behind each finding.

How long is the document?

You can read the main findings in about 20 minutes. The first page fits on one page and is written so you can forward it, and the detailed evidence sits in an appendix for anyone who wants it.

What happens in the walkthrough?

We spend 80 minutes going through the findings with your leadership team: the summary, what your team said, the content gaps, the supplier review, the budget options and the next 90 days. At the end, we record what you've decided in the document.

What if we disagree with the findings?

Say so in the walkthrough. That's what it's for. If you still feel it hasn't told you what to fix first, you don't pay for it.

Can we do the 90 days ourselves?

Yes. The document is written so your team can act on it without me, and each priority says who should own it. If "run it yourselves" is the right answer, that's what I'll recommend.

Will you try to sell us a retainer at the end?

No. In the walkthrough I'll say once whether I think you need me, and in what form. If the answer is "not yet", that's the recommendation.

What happens after the walkthrough?

You decide what to do with the priorities. Around 60 days later, I'll send one short message to ask how it's going. There's no follow-up sales sequence.

What happens to the findings if we do work with you afterwards?

They become the starting point. The priorities, the buyer research and the team themes feed straight into the first phase of a Fractional Marketing Director engagement or the design stage of a HubSpot project, so nothing is repeated.

How quickly will we see results after the diagnostic?

The diagnostic gives you clarity straight away: what to fix first and what to stop paying for. Stopping or renegotiating a supplier can save money within weeks. Results from new marketing work depend on how quickly you act on the priorities.

Who is the Marketing Diagnostic for?

Founder-led B2B businesses at roughly £1m–£20m in revenue, with sales coming in but marketing that lacks focus or produces patchy results. It suits businesses that want clear priorities before committing to anything longer.

Who isn't it right for?

Businesses that are still finding out whether people will buy, anyone who wants a full marketing strategy rather than priorities, and businesses that can't give access to their systems or team. Without that access, there isn't enough evidence to go on.

What if we already have an agency?

That's common, and the diagnostic looks at what they deliver and what it costs. Sometimes the answer is to keep them and change the brief. Sometimes it's to bring part of the work in-house. Either way, you'll have the evidence to have that conversation with them.

What if we already know what's wrong?

Then you may not need the diagnostic. If you know HubSpot needs rebuilding, for example, we can scope that project directly. The diagnostic is for when the problem isn't clear, or when people inside the business disagree about it.

Is it worth it if our marketing budget is small?

Usually, yes. The smaller the budget, the more it matters where each pound goes. The diagnostic includes three costed options for the money you have, including changing nothing.

How is it different from a free audit from an agency?

A free audit only reviews what the agency can see and sell. The diagnostic also covers your suppliers, your budget and your team's view, and it's paid for up front, so it has no reason to recommend more work than you need.

How is it different from an automated marketing report or scorecard?

Tools score what they can see from the outside, such as your website and search rankings. They can't hear your team, read your supplier contracts or see your budget, and they end in a score rather than a decision.

Should we run a diagnostic before hiring a marketing manager?

It's a good idea. A new hire takes months to settle in and usually inherits the problems without the authority to end a supplier contract. With the diagnostic done first, they start with clear priorities and a reason for each one.

How is it different from a marketing strategy?

A strategy takes longer and produces a detailed plan. The diagnostic takes two to four weeks and produces priorities. If you need a plan afterwards, it's built on the diagnostic instead of starting again.

Is the diagnostic suitable for businesses outside the UK?

Yes. It runs remotely by default, and I work with founder-led B2B businesses across the UK, Europe and the US. Clients outside the UK can pay $2,000 in US dollars.

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Ready to find out what to fix first?

Book a short call, or reserve your place now. Within a month, you'll know where your marketing money should go, and you keep the findings either way.