Consulting Services:

Marketing & Sales Audits

A popular type of consulting engagement is the Marketing & Sales Audit.  These Audits have three primary steps:

  1. To take a critical look at what is really going on with your marketing & sales efforts, including planning & strategy, existing processes, staff structure, messaging, your website & blog, social media, advertising, sales initiatives, account management, lead generation and more
  2. To evaluate those efforts
  3. To recommend what should be done (now and in the future) to improve efficiency and effectiveness

Our Audits benefit:

  • Those firms with established marketing & sales programs in place that need an objective, “fresh set of eyes” to help take their efforts to the next level and
  • Those firms with limited experience and activities that need to put in place processes and systems to accelerate their growth.

To learn more about how Marketing & Sales Audits can benefit your firm, contact us at (615) 866-0430 or

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