Growth Systems Diagnostic
A structured diagnostic to help you figure out what’s actually broken in your sales and marketing systems before you commit to the wrong fixes.
If your CRM feels underused, your reporting can’t be trusted, your team isn’t using your tools consistently, or you’re not sure what to fix first, the problem usually isn’t just the software.
It’s the system around it.
The Growth Systems Diagnostic is a structured evaluation designed to help founder-led and second-generation B2B companies identify what’s holding back adoption, alignment, visibility, and performance across sales and marketing.
We look under the hood, identify what needs to change, and give you a clear path forward
Who this is for
This diagnostic is designed for founder-led or second-generation B2B companies that:
- Have a sales team and limited or no formal marketing team
- Generate at least $5M in annual revenue
- Are underutilizing HubSpot or outgrowing their current CRM
- Need more structure, consistency, and visibility across sales and marketing
- Want to modernize without overcomplicating everything
This is a fit if you’re using HubSpot today, considering expanding your HubSpot investment, or still trying to determine whether your current systems are the right ones for where your business is headed.
Common signs you need this
You may be a fit for the Growth Systems Diagnostic if any of this sounds familiar:
- “Marketing and sales aren’t aligned, and leads aren’t moving the way they should.”
- “I don’t trust the reporting or the data.”
- “We bought the platform, but we’re not getting the value we expected.”
- “My team isn’t using the system the same way.”
- We’ve invested in tools, but not in a real operating model.”
- “We know something needs to change, but we’re not sure what to tackle first.”
Sometimes the issue is HubSpot setup. Sometimes it’s process. Sometimes it’s training, adoption, team alignment, or platform fit.
Usually, it’s a mix.
What this diagnostic does
The Growth Systems Diagnostic includes evaluating your current CRM (whether HubSpot or not), your processes, and how your team is actually using your systems. It helps you answer questions like:
- What’s actually broken versus what’s just a symptom?
- Where is your team losing consistency, visibility, or momentum?
- Is your current CRM and HubSpot setup supporting growth—or creating friction?
- What needs to change first?
- Are you on the right platform and plan, or is there a better path forward?
This is not a generic audit and it’s not a “free look under the hood.”
It’s a focused diagnostic designed to help you make smarter decisions about your systems, your team, and your next investment.
Common scenarios where this diagnostic can help
- You bought HubSpot, but your team is not using it consistently
- You completed onboarding but still lack clarity or structure
- Your Marketing Hub is underperforming or not producing results
- You do not trust your CRM data or reporting
- Your sales and marketing processes are misaligned
- You are outgrowing spreadsheets, Pipedrive, Zoho, or disconnected tools
- You are trying to determine whether HubSpot is the right platform for your next stage of growth
What you'll get
At the end of the engagement, you’ll receive:
Executive Summary
A plain-English summary of what we found, where the biggest issues are, and what matters most.
Prioritized Findings
A clear breakdown of the issues affecting adoption, consistency, reporting, lead flow, or ROI.
30/60/90-Day Roadmap
A practical action plan for what to address first, what can wait, and how to move forward without overwhelming your team.
CRM / Platform Recommendation
If needed, we’ll recommend whether your current setup should be optimized, expanded, restructured, or reconsidered, including whether to stay, optimize, upgrade, or move to HubSpot.
High-Level Adoption and Implementation Direction
You’ll leave with clarity on the major changes needed to improve usage, consistency, and business value—without getting buried in implementation details.
What's included
Depending on your situation, the diagnostic may include:
- 1–3 stakeholder conversations
- Review of your current CRM or HubSpot setup
- Review of your current sales and marketing process
- Review of reporting, data consistency, and system usage patterns
- Analysis of where team behavior, process, and tools are out of sync
We tailor the scope to the complexity of your business, but keep the process focused and manageable.
What's not included
This diagnostic is about clarity and direction, not implementation.
We are not building, configuring, testing, or fixing anything during this phase.
That means this engagement does not include:
- HubSpot setup or reconfiguration
- Workflow or automation builds
- Report creation or dashboard cleanup
- Property creation or data restructuring
- Training delivery
- Full implementation work
Any "next steps" determined during the diagnostic can be handled in a separate implementation engagement if you'd like to work with us on execution. Otherwise, you can use the 30/60/90 day plan to formulate your go-forward.
We will not recommend changes unless we believe they are the right fit for your business—even if that means not recommending HubSpot at this stage.
How it works
1. We review your current setup
We look at your systems, your process, and how your team is using the tools you already have.
2. We identify what’s really causing the friction
We separate symptoms from root issues so you don’t waste time fixing the wrong thing.
3. We map out the right next steps
You leave with a clear, prioritized path forward based on your actual business, not a generic best-practices checklist.
What this is really for
The Growth Systems Diagnostic is for companies that don’t want more random tactics, more software confusion, or more guesswork.
It’s for teams that need someone to step back, assess what’s happening, and define the right path before more time and money get wasted.
If you know something isn’t working—but you’re not sure what’s broken or what to do first—this is where we start.
Investment
Most Growth Systems Diagnostics fall in the $6,000–$8,000 range, depending on complexity, number of stakeholders involved, and the depth of system review needed.
Not sure if HubSpot is right for you?
That’s a common place to be.
Part of this diagnostic is helping you determine whether you should optimize what you have, expand your current HubSpot usage, or move to a different platform entirely.
The goal is not to push a specific tool—it’s to help you make the right decision for your business.
Free, no-pressure call to understand your situation and determine whether a diagnostic or a more direct implementation/optimization approach makes sense.
Frequently Asked Questions
What is a Growth Systems Diagnostic?
A Growth Systems Diagnostic is a structured evaluation of the systems, processes, and usage patterns affecting your sales and marketing performance. We look at your CRM, reporting, workflow, and team usage to identify what’s actually broken and what needs to change first.
Is this only for companies already using HubSpot?
No. This diagnostic is for companies already using HubSpot, companies considering expanding their HubSpot usage, and companies still using other tools or disconnected systems. If needed, we’ll recommend whether HubSpot is the right platform for your next stage of growth.
Is this the same as a HubSpot audit?
Not exactly. A HubSpot audit usually focuses only on the platform itself. The Growth Systems Diagnostic looks at the bigger picture, including process, adoption, reporting, alignment, and platform fit.
What do we receive at the end?
You’ll receive an executive summary, prioritized findings, a 30/60/90-day roadmap, and a CRM or platform recommendation if needed, along with high-level direction on the right next steps.
What is not included?
This phase does not include implementation work. We are not building workflows, changing configurations, fixing reports, or testing automations during the diagnostic.
How long does the diagnostic take?
Most diagnostics are completed in 2–3 weeks, depending on scope, access, and complexity.
How much does it cost?
Most Growth Systems Diagnostics fall in the $6,000–$8,000 range depending on complexity, number of stakeholders involved, and depth of review. We confirm scope and pricing after the fit call.
Is the Diagnostic Fit Call free?
Yes. The Diagnostic Fit Call is a free, no-pressure conversation to understand your situation and determine whether the Growth Systems Diagnostic is the right next step.