We just bought a company and need help understanding the state of their marketing and sales systems


Project Brief

To provide a thorough analysis of the current state of the recently acquired company's marketing and sales systems in order to identify areas for improvement and provide recommendations for optimization.


  • The scope of this project will include a review of the company's current marketing strategy, including but not limited to their website, social media presence, email marketing campaigns, and advertising efforts.
  • Analysis of their sales processes and systems, including lead generation, CRM usage, and sales team performance metrics.
  • A review of industry trends and best practices to provide a benchmark for the company's current performance.


  • A comprehensive report detailing the current state of the company's marketing and sales systems, including identified areas for improvement and recommendations for optimization.
  • A presentation of the findings and recommendations, including actionable steps the company can take to improve their marketing and sales efforts.
  • An implementation plan outlining the specific steps the company should take to implement the recommendations and a rough estimate of the resources (time and money) required.
  • Follow-up consultation to review progress and provide additional support as needed.

*Please note that this is a general project brief and the actual details may vary depending on the client's specific needs and requirements.

Technologies & Platforms Used

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