We diagnose before we prescribe. Platform-agnostic analysis across your entire tech stack.

You don’t need another Band Aid.
You need to understand what’s broken and why, before spending the budget on the wrong fix.

Schedule Initial Consultation

Understand First, Fix Second

We take time to run a discovery, analyzing your data health, integration architecture, user behavior, process gaps, technical debt, and compliance posture. We bring in relevant specialists during the diagnostic, not after, based on what we discover.

You get a detailed roadmap showing exactly what’s broken, why it’s broken, and the priority order for fixing it. You own this roadmap regardless of whether you hire us for implementation.

This isn’t a sales pitch disguised as discovery. It’s real diagnostic work.

martech diagnostic

Who Needs A Diagnostic

When Comprehensive Diagnosis Makes Sense

You’ve had multiple failed implementations

Different consultants. Different approaches. Problems remain. Nobody can explain why previous fixes didn’t work.

Your systems work individually but don’t communicate

Each platform functions fine on its own. The problems start when they need to share data.

You’re planning major integration or migration work

Before spending $100,000 on implementation, spend $10,000 understanding exactly what needs to be built.

You can’t prove marketing ROI

Marketing runs campaigns. Sales closes deals. Nobody can connect the two with data.

You inherited technical debt from departed consultants

The people who built your systems are gone. Nobody understands how anything works or why it was built that way.

Your systems are breaking under growth

What worked for 10 people breaks with 50. Scaling reveals integration problems that were invisible at smaller size.

You’re not sure you’re meeting compliance requirements

HIPAA, GDPR, SOC 2, or industry-specific regulations—you’re uncertain whether your current setup complies.

Our Diagnostic Framework

Six Areas We Examine Across Your Tech Stack

Our diagnostic framework works with any platform in your martech stack, HubSpot, Salesforce, custom CRMs, Google Ads, WordPress, or whatever you’re running. We focus on integration and data flow, not platform features.

As we uncover issues, we bring in relevant specialists to join the diagnostic process. An integration engineer if your architecture needs technical analysis. A data architect if governance is the root problem. A marketing strategist if your CRM problems are actually marketing problems.

Where does your data live? How complete is it? How consistent across systems? Where does quality break down?

We analyze data accuracy, completeness, and consistency across your entire tech stack. We identify where data flows properly and where it breaks. We find duplicate records, missing fields, inconsistent formatting, and data that exists in one system but not others.

How do your systems connect? Do they sync in real-time or batch? What happens when integrations fail? Does anyone monitor them?

We map your current integration architecture.What connects to what, how data flows, where sync breaks down. We identify integrations that fail silently, data that’s supposed to sync but doesn’t, and systems that communicate technically but fail logically.

Are people actually using the systems? Where are they working around them? What workarounds have teams created?

We analyze adoption patterns, identify where systems don’t match how teams actually work, and document the workarounds people have built. Low usage isn’t always a training problem, it’s often a signal that the system doesn’t support real workflows.

Where do initiatives fall through cracks? What happens at handoff points between teams? Where does information get lost?

We identify process gaps where leads don’t get followed up, orders don’t get fulfilled properly, or customer data doesn’t transfer between departments. These gaps are often invisible until we map the complete customer journey across your tech stack.

IWhat customizations exist? Who built them? Does anyone understand how they work? What breaks with every platform update?

We inventory undocumented customizations, assess code quality and maintainability, identify what breaks regularly, and determine what technical debt is slowing you down. This matters most when the person who built your systems is no longer with your company.

Do you have data governance policies? Are you meeting compliance requirements? Who has access to what? How is sensitive data protected?

We review your data governance framework (or lack thereof), assess compliance with relevant regulations, identify security vulnerabilities, and document where sensitive data flows across your systems. This becomes critical during audits or when scaling.

We bring specialists into the diagnostic based on what we find, not after we’re done.

If integration architecture is complex, an integration engineer joins us. If data governance is broken, a data architect gets involved. If your CRM problem is actually a marketing problem, we bring in a marketing strategist.

The Diagnostic Process

Multiple Conversations, Deep Analysis, Variable Timeline

This isn’t a 30-minute discovery call followed by a proposal. It’s a comprehensive analysis involving multiple meetings, system access, stakeholder interviews, and specialist input.

Timeline depends entirely on your tech stack’s size and complexity. 

Phase 1: Initial Consultation & Scoping
Phase 2: Comprehensive Diagnostic
Phase 3: Implementation (Optional)

Phase 1: Initial Consultation & Scoping

What Happens:
We start with an initial conversation to understand your surface symptoms and business context. Based on what we learn, we schedule additional discovery meetings with relevant stakeholders.

We assess the scope and complexity of your tech stack. We determine whether a comprehensive diagnostic is warranted or if your situation needs a different approach. We identify which specialists should join the diagnostic process.

This phase might be one conversation or four, depending on your organization’s size and complexity.

What You Get:
Honest assessment of whether we can help. Clear scope for the diagnostic. Rough timeline and investment estimate based on your specific situation. If we’re not the right team, we’ll refer you to someone who is.

No obligation. No sales pitch.

Phase 2: Comprehensive Diagnostic

What Happens:
Deep analysis across all six diagnostic areas. We request system access, review documentation, interview users and stakeholders, analyze data quality, map integration architecture, and observe how teams actually work.

Relevant specialists join at appropriate points during this process, not after we’ve completed the analysis. If we discover integration architecture problems, an integration engineer gets involved immediately. If data governance is the root cause, a data architect joins the diagnostic team.

We conduct regular check-ins throughout the process to share interim findings and adjust our analysis based on what we’re discovering.

Platform-agnostic evaluation. Tthis framework works whether you’re running HubSpot with Google Ads, Salesforce with Pardot, ActiveCampaign with a custom ER, or any other combination.

What you get:
A detailed diagnostic report you own, whether you hire us for implementation or not. This report includes:

  • Root cause analysis (not just symptoms)
  • Current state documentation of your entire tech stack
  • Priority roadmap for fixes ranked by business impact
  • Cost and timeline estimates for each priority
  • Specialist team recommendations
  • Risk assessment

Timeline:
Variable based on tech stack complexity. We scope this during Phase 1. Simple environments: 2-3 weeks. Complex enterprise stacks: 6-8 weeks.

Investment:
$5,000-$15,000 depending on scope and complexity.

If you proceed with implementation: 50% of diagnostic fee credited toward project.

You own this roadmap whether you hire us or not. Use it to evaluate any vendor, including us. This is real diagnostic work, not a sales tactic.

Phase 3: Implementation (Only If You Proceed)

What Happens:
If you decide to proceed, we assemble the full implementation team based on diagnostic findings. We execute fixes in priority order, coordinate work across specialists, and monitor progress throughout.

The specialists who joined during the diagnostic transition into implementation roles. You’re not starting over with a new team who needs to learn your systems again.

What You Get:
The exact specialists your situation requires, not a pre-packaged team. Coordinated implementation across technical, process, and marketing workstreams. Ongoing support options after implementation.

No obligation to proceed. The diagnostic stands on its own as valuable work.

We Diagnose What You Have, Not What We Sell