Diagnostic for growth teams

Where Did the Money Go?

You spent real money on marketing. The dashboards say one thing. Pipeline says another. Finance trusts neither. This diagnostic is built to show, quickly, where spend is actually creating revenue, where attribution is lying, and what to fix before another quarter of budget gets misallocated.

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Where Did the Money Go?

What you get

Reality check

A one-page readout comparing what your tools say versus what closed-won revenue says.

Leak map

The channels, campaigns, and handoffs most likely to be wasting budget or overstating performance.

Action plan

The fastest next moves to improve trust and budget allocation this month.

Implementation path

If the issue is structural, we map the follow-on work into Revenue Analytics.

How It Works

1

Scope

We align on channels, systems, and the exact decisions this diagnostic needs to support.

2

Reconcile

We compare ad platform reporting, CRM movement, and revenue outcomes to find the trust gaps.

3

Explain

We show where the attribution breaks, where reporting is overstated, and what is actually knowable.

4

Prioritize

You leave with a short list of fixes and a recommendation on whether to rebuild attribution, tighten revenue analytics, or stop trusting the wrong report.

See what your tools reported versus what revenue actually says

  • A clear read on where channel reporting is inflated, incomplete, or flat-out misleading
  • A side-by-side view of platform-reported performance versus revenue reality
  • The 3-5 fixes most likely to stop wasted spend this quarter
  • A clean path into attribution rebuild or revenue analytics work if needed

This is for you if...

  • You cannot defend ROAS to the board or leadership team
  • Marketing, CRM, and finance all tell a different story
  • You have already tried a freelancer, tool, or attribution setup that did not hold
  • You need a quick audit before committing to a bigger engagement

This isn't the right service if...

  • You only want a prettier dashboard
  • You want perfect multi-touch attribution before the basics are connected
  • You do not have access to the ad, CRM, and revenue systems needed for the readout

Typical diagnostic: $3,500-$7,500

Fixed fee. Usually completed in about two weeks. Built for teams that need clarity before they commit to a larger attribution or revenue analytics engagement.

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Where this usually leads

B2B SaaS Growth Team

From conflicting dashboards to a single source of truth for ROAS

A 300-person SaaS growth team could not reconcile ad platform data, CRM reporting, and finance numbers. We rebuilt the attribution flow so budget decisions stopped turning into boardroom debates.

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Mid-Market SaaS Company

Closed the attribution gap from roughly 60% to 95%

We connected campaign spend to closed-won revenue across a longer sales cycle so the CFO and CMO could finally look at the same number.

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DTC Ecommerce Brand

Cut wasted ad spend 35% with true channel-level ROAS

We replaced conflicting platform narratives with an actual spend-to-outcome view across Meta, Google, TikTok, and Shopify.

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Go Deeper

Read the complete guide to marketing attribution for SaaS if you want the full implementation perspective behind this diagnostic.

Read the Attribution Guide

Common questions before booking this diagnostic

How quickly can you tell us whether attribution is broken or just being interpreted badly?

Usually within the first week we can tell whether the problem is mostly broken plumbing, conflicting definitions, or unrealistic expectations about what attribution can prove. The final deliverable turns that into a concrete readout and next-step recommendation.

What access do you need?

At minimum we usually need access to the ad platforms, CRM, analytics layer, and the revenue or billing source that leadership ultimately trusts. If one of those sources is missing, we can still assess the gap, but we will call out the constraint directly.

Is this a dashboard project?

No. If a dashboard helps explain the problem, fine, but the real goal is to show where the spend-to-revenue story breaks and what should be fixed first. This is about decision trust, not prettier reporting.

What happens after the diagnostic?

If the issue is mostly structural, the usual next step is a scoped Revenue Analytics engagement to rebuild attribution, tighten definitions, and create a finance-adjacent reporting layer. If the problem is narrower, we will say so.

If your spend story falls apart under pressure, start here

This is the right entry point when you know the budget is real, the answers are not, and leadership wants a clean explanation now.

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