Website & enquiry experience
Review messaging, calls to action, key pages, forms, booking and the customer handoff. Identify friction and useful measurement gaps.
Standalone assessment / Marketing & Pipeline Roadmap
Know what to fix.
Know what it will take.
A paid audit of your agreed lead sources, website, ads, CRM, follow-up and AI opportunities. Get a prioritised 90-day plan, a customer-journey map and implementation costs you can use with any provider.
A useful diagnosis
Look at the connections.
Find the real priorities.
After a short fit conversation, we agree on the systems and questions to assess. Internal findings require appropriate access. Missing information and assumptions are recorded.
Advertising & measurement
Review the agreed channels, reported outcomes, spending and conversion definitions. Separate available evidence from assumptions.
CRM & sales follow-through
Map how enquiries become appointments, estimates, customers and payments. Review ownership, follow-up and recorded outcomes.
AI, tools & manual work
Identify useful automation, duplicate subscriptions, disconnected tools and practical AI applications across marketing and follow-up.
What you receive in hand
A plan you can use.
A decision you can make.
A concise written deliverable and a live findings walkthrough. The recommendations can be implemented by your team, TealBlue or another provider.
- 01
Current-state findings
What is working, what needs attention and what we could not verify.
- 02
Customer-journey map
How your marketing, enquiries, sales process and follow-up connect today.
- 03
Prioritised 90-day roadmap
The most useful actions, their sequence, owners and dependencies.
- 04
Technology recommendations
What to keep, improve, connect, test or remove, including appropriate AI applications.
- 05
Implementation cost analysis
TealBlue quotes for defined work, preliminary estimates where discovery is needed, and expected software or usage costs.
- 06
Clear choices for next steps
What your team can handle, where specialist help is needed and whether an ongoing partnership fits.
Clarity before a larger commitment
Start with clarity.
Carry the value forward.
Keep your assessment and 90-day plan, whoever implements it.
Full roadmap fee credit toward eligible TealBlue service fees when you proceed within 60 days of delivery. Your proposal specifies the invoices.
Applied once. Excludes ad spend and third-party costs. No cash value; implementation scope is quoted separately.
See what the roadmap includesStraightforward from the beginning
Paid for the assessment.
Free to choose your next step.
The roadmap is a fixed-scope assessment, not implementation or a guarantee of future results. Fee, access requirements, systems covered and delivery date are agreed before kickoff. More complex businesses receive a tailored quote.
Start with a free Marketing Clarity Call. If the next step is obvious, we can scope the website, advertising or management work directly. The paid roadmap is optional for deeper investigation, not a mandatory first purchase.
Start with a free conversation
Find your next
marketing priority.
Start with a free, 20-minute Marketing Clarity Call. Talk through your current setup, the gaps you see and whether ongoing oversight, focused work or a paid roadmap makes sense. No obligation.
This is an initial conversation, not a full audit or written plan. We reply by email to arrange a time; submitting the form does not book an appointment.