The Funnel Visibility Blueprint

30-Day Operational Blueprint for CMOs, CROs, and B2B Growth Leaders

The Visibility Gap Undermining Growth

Most B2B marketing teams operate in the dark:

Disconnected tools and data make reporting unreliable
Marketing and sales blame one another, instead of the system
There's no clear visibility into what's working, what's broken, or where money leaks
CMOs struggle to defend budgets because they can't prove impact

The Solution

A 30-day operational engagement designed to bring total clarity to your revenue engine, and deliver a 12-month roadmap your team can execute with confidence.

Core Framework

1

The Audit

Map your full marketing, sales, and revenue flow

Analyze funnel math to pinpoint leakage

Assess data health and attribution accuracy

Recommend targeted fixes for the highest impact issues

2

The Dashboard

Unify visibility across marketing and sales systems (HubSpot, Salesforce, Marketo, Pardot)

Provide real-time funnel view from new lead to closed deal

Deliver ROI storytelling dashboards that earn executive confidence

Identify gaps, sync errors, and missed revenue opportunities

3

AI Readiness

Identify where automation and AI can replace manual work and accelerate response time

Build a custom AI roadmap based on funnel and system maturity

Design an AI assistant to support inbound engagement and improve operational efficiency

4

12-Month Roadmap

Clarity into how leads move through the funnel

A lead conversion dashboard structured for executive-level insight

A 12-month RevOps roadmap with system priorities and milestones

A list of automation and AI opportunities by impact and effort

Results

This work pays for itself. Most teams uncover 20-40% in hidden revenue during the first 30 days.

A connected system and full-funnel visibility

Clarity on what's working, what's broken, and what's missing

Dashboards that tell the story of marketing impact

A future-ready roadmap to scale with confidence

Learn More

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